"You can absolutely argue that Aiwyn is going to replace the practice management system over time by landing soft and expanding hard, and we would welcome that."
Business Solutions Architect, Top 100 Firm
Take control of your firm’s operations with software that’s fast, intuitive, and built to scale.
Firms are ready for a change
A new practice management solution impacts your entire firm. Our team of CPAs and accounting tech experts work alongside you to navigate change, align your firm, and build a more connected future.
Reduce leakage, speed up cash flow, and make it easy to track time, manage expenses, and collect faster from a single place.
Keep teams aligned, work on track, and resources optimized – with full visibility into what’s happening across the firm.
With a clear view of performance, progress, and people, firms have the data to make smarter decisions and the tools to deliver better client service.
Build stronger relationships and deliver more consistent service with a single source of truth for all client data.
From financial health to team productivity, unlock the insights your firm needs to drive profitability and improve performance.
Aiwyn Practice brings everything – and everyone – together. Create a seamless experience across your entire firm with the tools your team already relies on.
Aiwyn Practice is a modern practice management platform for accounting firms. It covers time and expense, billing and AR, project management, client and contact management, and reporting and analytics in a single connected system. Firms use it to replace the 5–7 disconnected tools most firms currently run, eliminate duplicate data entry, and give partners real-time visibility into firm performance.
Legacy practice management software was designed when firms operated in silos, with separate tools for time, billing, projects, CRM, and portals. Aiwyn Practice is built on a unified data model where time entries, projects, invoices, and client records share one source of truth, so a change in one place flows everywhere. It is also cloud-native, faster to deploy, and designed with the client experience as a first-class outcome.
Yes. Many firms are using Aiwyn Practice to replace their legacy PM system, and the platform is designed for a ‘land soft, expand hard’ rollout. Firms often start with one capability such as billing and AR or engagement letters, prove value, then expand into time and expense, project management, and client management. Aiwyn’s CPA-led implementation team works alongside firm leadership to manage change, align teams, and migrate data.
Time and expense in Aiwyn Practice includes drag-and-drop time entry on a calendar, bulk time entry from a list, automatic tagging of billable versus non-billable hours, time and expenses tied directly to specific projects and tasks (no guessing about work codes), and admin controls to ensure time posts to the correct period. The goal is to reduce leakage, speed up cash flow, and give partners accurate, real-time visibility into staff utilization.
Aiwyn Practice automates invoicing based on fixed schedules or work milestones, delivers invoices and reminders automatically, reconciles payments against open invoices, and runs aging-based follow-ups without manual intervention. Clients view and pay invoices through a unified portal, and partners get real-time AR aging and cash flow reporting. The result is faster bill creation, faster client payment, and lower DSO.
Yes. Aiwyn Practice supports reusable project templates with auto-populated roles, tasks, scheduling rules, and routing logic, so a firm can standardize how every 1040, audit, or advisory engagement runs. It includes task automation, document sharing, e-signature, dashboards customizable by role, and a list view of active and inactive projects. Workflows are service-line agnostic, so the same engine runs tax season, year-end audits, and advisory work.
Aiwyn Practice integrates with the major systems firms already rely on across tax, GL, document management, e-signature, CRM, and analytics. The platform is designed as a connected ecosystem rather than a closed silo, so firms keep using the tools their teams know while gaining unified data, a single client portal, and consolidated reporting on top. Aiwyn’s integrations and partnerships expand regularly, and the firm-side team helps map your current stack during implementation.
Join 800+ leading firms who trust Aiwyn to drive innovation through partnership, consolidate systems, and shape the future of the profession.
