Connect Caseware to Aiwyn to keep client and engagement data in sync—so teams can generate documents, manage workflows, and keep billing context current without manual re-entry.
Caseware
- Experience
Your data flows across your practice, your way. Aiwyn connects your tech stack so nothing falls through the cracks — and nothing gets left behind in a silo.
Explore some of our current integrations below and discover how Aiwyn connects with the tools your firm already uses.
Connect Caseware to Aiwyn to keep client and engagement data in sync—so teams can generate documents, manage workflows, and keep billing context current without manual re-entry.
Keep Sage Intacct as your general ledger while running practice operations in Aiwyn: push clients, projects, invoices, and AR transactions back to Intacct for clean, consistent financials.
Connect SafeSend Returns with Aiwyn to streamline tax return delivery and signatures—so clients can complete return workflows in fewer steps and your team gains better end-to-end visibility.
Connect Practice CS to Aiwyn to automate invoice delivery, reminders, and payment tracking—tightening collections while improving reporting and client experience.
Move from ‘work done’ to ‘invoice paid’ faster by triggering billing and payment actions from XCM milestones.
Sync Sage Intacct Practice Management to Aiwyn so client, project, and billing data flows automatically—powering Payments and Engagements with accurate, up-to-date practice information.
Pull HubSpot contact and custom-field data into Aiwyn (read-only) to personalize and automate engagement-letter generation with the CRM as your source of truth.
Convert engagement progress in Fieldguide into faster billing and payment actions so teams collect sooner without extra coordination.
Securely collect, share, and manage documents in Box while keeping clients moving through billing and payment steps in Aiwyn.
Automate billing-to-collection handoffs from Certinia so invoices get paid faster with less manual chasing.
Offer flexible payment options through Remitian while keeping payment status and reconciliation centralized in Aiwyn.
Streamline Maconomy AR follow-up by automating reminders, payments, and reconciliation in Aiwyn.
Modernize Vision-based AR by automating payment reminders and tracking to reduce DSO.
Accelerate Vantagepoint invoice collections with automated client outreach and faster payment workflows.
Turn QBO invoices into a guided, automated payment experience that speeds up collections and improves visibility.
Trigger billing and payment steps from IRIS workflow progress so work completion converts to cash faster.
Heidi LaMarca, Managing Partner at Windham Brannon
Drive faster revenue and strengthen client relationships by giving clients the modern payment experience they deserve.
Take control of your firm’s operations with software that’s fast, intuitive, and built to scale.
Build trust with a unified client portal experience that not only meets but exceeds client expectations.
Combine preparation, review, filing, workflow, and client collaboration in a single place for all return types.
A modern portal for seamless collaboration and progress tracking.
