Client Engagement Automation
Aiwyn’s Client Engagement Automation is a software solution built for accounting firms to automate, standardize, and optimize client engagements in order to onboard and grow clients faster and more profitably. We enable a unified client experience by integrating with your existing practice management and CRM systems unlocking client and firm data.
Increase capacity and deliver higher margins
- Create profitable engagement letters in under a minute including supporting documents, terms, dynamic content, and billing structure.
- Renew engagement letters in mass or one-by-one.
- Enable profitability insights at multiple inflection points in order to caution the firm of unprofitable client work at point of engagement creation and flag unprofitable clients before renewal.
Simplify the client intake experience
- Streamline the client intake process by syncing data across firm systems with bi-directional integrations into existing PM and CRM systems – no more duplicate data-entry and document-chasing.
- Personalize your clients experience by providing them access to a central portal to sign engagement letters, see documents, and make worry-free and convenient payments with AutoPay.
- Create automated, event-based notifications when actions are required by your clients and/or your firm.
Drive predictable cash flow – faster
- Reduce unpaid invoices and expedite workflows by allowing your clients to set up AutoPay at the time they sign the engagement letter.
- Allow members of the firm and clients to track the status of the client intake and engagement letter process through a central portal.