Aiwyn’s June 2026 release gives firm admins firm-wide notification defaults with per-user control over what reaches individual inboxes, plus new invoice date settings and Time & Materials invoicing that ties billed amounts directly to logged time. Aiwyn Experience brings clear prepayment status tracking on engagements, a unified client portal task list spanning every engagement, and automatic SafeSend Returns delivery that routes signing links straight to each signer without manual setup.
Aiwyn’s May 2026 release gives firm admins full self-serve control over permissions management without waiting on support. Aiwyn Experience introduces Signature Reassignment, letting the original recipient reroute an engagement letter to the correct signer in seconds without any firm intervention, plus Conditional Content Expression so templates automatically show or hide clauses based on the services included. A new Async Send Notification confirms engagement letters are on their way the moment they’re sent.
Aiwyn’s April 2026 release release adds Secure Data Migration so firms can transfer existing client payment methods from a previous processor into Aiwyn without asking clients to re-enter anything, keeping AutoPay running without interruption. Bulk Import for Payment Schedules and AutoPay lets firms configure payment automation for multiple clients at once via CSV upload, with built-in validation that catches errors before they touch a single client account.
Aiwyn’s March 2026 release expands Reporting & Analytics to all firms with new dashboard metrics and broader filtering controls, and adds exact-match client search to help large firms quickly find the right client. Aiwyn Experience rebuilds the Engagements Hub for speed and reliability during peak signing season, and ensures reminder emails are sent exactly once with no duplicates, no awkward follow-ups. Aiwyn Payments launches an Outlook Add-in for Quick Payment Links in the Microsoft AppSource Marketplace, letting staff insert payment links directly into client emails without leaving their inbox.
Aiwyn’s February 2026 release introduces bulk invoice sending and scheduling, custom invoice dates, branded sender email addresses, and detailed expense line items to streamline billing operations. Aiwyn Practice adds enhanced dashboard metrics, conflict detection for client and contact deactivation, and client deduplication tools for cleaner data management. Aiwyn Experience brings a FieldGuide integration for a unified client portal, restricted item visibility indicators, partner-level collections filtering, and expanded international payment support.
Aiwyn’s December 2025 release introduces the Outlook Add-In for Quick Payment Links, letting staff generate and insert payment links directly from email. Payments adds view-only permissions for invoices and collections, Stripe Link wallet for faster checkout, and improved clarity for finance charges and credits in Smart Statements. Aiwyn Experience introduces threaded comments on Request List items, bulk actions for managing multiple requests at once, improved filtering, support for multiple reviewers and assignees, and controlled access to sensitive response details.
Aiwyn’s November 2025 release introduces engagement collaborators for better team visibility, multi-document upload for manual execution with complete audit trails, and a Push to Caseware progress indicator for real-time file transfer status. Aiwyn Experience improves file upload stability and adds expanded field configuration across staff, client, and contact records for richer reporting and operational oversight.
Aiwyn’s October 2025 release brings rich text formatting to Smart Statement emails for branded communications, automatic credit application to client balances, and clearer exclusion management. Engagements now supports archiving, resending, recipient exports, multiple attachments, and 1-click signing from email. The Portal adds an Uncategorized section for flexible uploads and a Documents tab centralizing all files. Payments now supports Google Pay and Apple Pay for faster, more convenient transactions. Plus, Reporting & Analytics is now embedded in the firm portal with live insights across Practice, Payments, and Experience.
Aiwyn’s September 2025 release introduces engagement letter automation into your Document Management System, manual engagement creation without client emails, and faster setup directly from client records. In the Portal, firms gain response-level flagging, client contact permissions, and CSV imports for request lists. Plus, embedded Reporting & Analytics is coming soon, bringing live insights into Practice, Payments, and Experience where your teams already work.
Aiwyn’s August 2025 release introduces batch updates for Engagements (Beta), allowing staff to update details, change statuses, or remove multiple records at once. This helps firms save time, reduce manual work, and manage large volumes of engagements more efficiently during peak periods.
Aiwyn’s July 2025 update includes the ability for firms using SafeSend Returns to offer clients a direct way to pay through Aiwyn Payments, improving tax season collections and reducing follow-up. We’ve also added invoice age tracking to help AR teams prioritize outreach more effectively.
Aiwyn’s June 2025 update includes invoice resending, client invoice previews, ACH payment guidance, multi-currency support, and credit application, enhancing cash flow, client experience, and operational efficiency.
Learn how to collect payments outside of a client portal, clarify billing workflows, and strengthen client communications. This release also introduces a new internal approval step for Engagements, giving your team more control before anything goes out the door.
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