RELEASE NOTES

April 2026

This is an installment of our monthly Aiwyn platform updates. Each note will spotlight newly launched capabilities designed to help your firm accelerate cash flow, streamline operations, and elevate the client experience across the Aiwyn platform.

← Read last month’s release notes

What’s new in Aiwyn Practice

Self-Serve Permissions Management: More Control Over Who Can See and Do What – No Ticket Required (Now Live for all Firms)

Firm admins now have the control they’ve always needed, without waiting on anyone. We’ve completely rebuilt permissions management from the ground up — giving you the power to self-serve access changes with sharper visibility, more flexibility, and zero back-and-forth.

Why this matters

As teams grow and responsibilities change, it’s easier to manage your firm.

What’s new in Aiwyn Experience

Signature Reassignment: Keep Engagements Moving When Signers Change (Now Live for all Firms)

Firm staff can now reassign signature responsibility to a different contact directly within an engagement — no need to void and resend. When the original signer is unavailable, delayed, or has changed, you can seamlessly transfer the signing task to the right person and keep the engagement moving forward without losing any progress.

Why this matters

When an engagement letter reaches the wrong signer, firms have historically had to pull it back to draft and resend — a cycle that happened over 2,100 times across 27 firms year-to-date in 2026. Voiding and resending an engagement letter isn’t just a technical inconvenience — it can delay revenue, create confusion for clients, and require staff to redo work. Signature Reassignment removes that bottleneck entirely, giving firms the flexibility to handle real-world signer changes without disrupting the client experience or the engagement lifecycle.

What’s new in Aiwyn Payments

Secure Data Migration for Payment Methods

Secure data migration allows your firm to transfer existing client payment methods,  including credit cards and bank accounts, from a previous or parallel payment processor into Aiwyn through a structured, encrypted migration process. Rather than manually re-entering payment details or asking clients to update their information themselves, the migration pipeline handles the transfer behind the scenes. The process follows industry-standard security protocols to ensure that sensitive cardholder and banking data is handled with the same rigor expected of any enterprise payment infrastructure.

Why this matters

For firms that have acquired another practice, merged with a regional office, or made a deliberate decision to consolidate payment processing under Aiwyn, the traditional path forward requires every affected client to take action — re-authorizing payments, entering new card details, or re-completing AutoPay enrolment. That process is slow, introduces drop-off risk, and places an unnecessary administrative burden on both your team and your clients. Secure data migration removes that friction entirely. Client payment relationships carry over intact, AutoPay continues without interruption, and your team can complete the transition on your own timeline — not dependent on client responsiveness.

Bulk Import for Payment Schedules and AutoPay

Bulk import enables firms to configure payment schedules and AutoPay enrollment for multiple clients simultaneously by uploading a structured CSV file. Each row in the file defines a client’s payment configuration — schedule frequency, payment method, start date, and AutoPay preferences — and Aiwyn validates the entire file before any configuration is applied. The validation layer checks for formatting errors, missing required fields, unrecognised client references, and conflicting schedule parameters, surfacing a clear error report so that issues can be corrected in a single iteration rather than discovered after the fact.

Why this matters

Setting up payment automation one client at a time is workable at a small scale, but becomes a material operational burden as your firm grows or onboards a new cohort of clients. The bulk import tool is designed for exactly these moments — bringing on a new client segment, rolling out AutoPay firm-wide for the first time, or resetting payment configurations after a system change. The built-in validation is equally important: without it, configuration errors are often discovered only when a client invoice fails to collect, by which point the damage to cash flow and client trust is already done. With validation upfront, your team can review and correct the full import set before it touches a single client account.

Enhancements & minor updates

• Stripe Descriptions Now Clearly Identify Aiwyn Payments: Every Aiwyn payment now displays “Aiwyn Inc.” in the transaction  descriptor — so your finance and ops teams always know exactly what they’re looking at, without having to ask.
• Engagements Grid Usability: Large engagement lists are no longer a chore to navigate. Search results now highlight and auto-scroll into view, and engagements can be grouped by created date for a significantly faster, more intuitive experience.
• Rate Card Status Display Fix: No more second-guessing which rate cards are live. Active, Draft, and Inactive status labels now display correctly in Settings → Rate Cards, so the status you see is always accurate.
• Client Record Notes:  Keep your whole team on the same page. Firm staff can now add, edit, and delete internal notes directly on client records in the Firm Portal, with every note timestamped and author-attributed for seamless collaboration and accountability.