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  • Why Aiwyn
  • Solutions
      • Solutions Overview
        Aiwyn’s PracticeOS Platform helps accounting firms automate and optimize critical revenue processes by unlocking client data from their existing practice management and CRM systems.
      • Payments & Collections
      • Clients & Engagements
      • Billing & AR Management
      • PracticeOS Marketplace
  • Resources
  • About
  • Support
      • Support
        Find the answers you need or submit a support ticket through Aiwyn's knowledge hub, with dedicated portals for both firms and their clients.
      • For Clients
      • For Firms
  • Contact Us
  • Why Aiwyn
  • Solutions
      • Solutions Overview
        Aiwyn’s PracticeOS Platform helps accounting firms automate and optimize critical revenue processes by unlocking client data from their existing practice management and CRM systems.
      • Payments & Collections
      • Clients & Engagements
      • Billing & AR Management
      • PracticeOS Marketplace
  • Resources
  • About
  • Support
      • Support
        Find the answers you need or submit a support ticket through Aiwyn's knowledge hub, with dedicated portals for both firms and their clients.
      • For Clients
      • For Firms
  • Contact Us

Client Engagement Automation

Early Adopter Product
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A streamlined workflow to draft, send, execute, and renew engagements.

Most CPA firms wish they could fix their engagement letter process. It’s often a chaotic, time-consuming mess muddled in manual data entry with out-of-sync systems and templates stored in various places across the firm.

Automate your engagement letters and save time.

You know how client engagement letters (don’t) work – create a letter, download the PDF, then print, mail, email, or upload to a document repository and send it to the client. Many engagement letters get lost or forgotten, buried at the bottom of inboxes – and even if they’re received, they may be rife with wrong templates, missing sections, or outdated language, leading tol egal and cost risks.
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Change the Rules of Engagement

Our Clients & Engagements solution empowers firms to standardize, optimize, and automate client engagement letters. Similar to Payments & Collections, you can send engagement letters to clients with automated reminders so they can view and sign through the Client Portal.

We enable a unified client experience by integrating with your existing practice management and CRM systems unlocking client and firm data. Simplify the intake process for a better outcome for you and your clients.

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Create engagements faster for your clients

  • A friction-free experience that saves time and effort for firms and clients.
  • Draft, send, execute and renew engagement letters with a streamlined workflow.
  • Clients are easily reminded through email about outstanding engagement letters.
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Easily scale your engagement letter processes and personalize engagements for your clients

  • Firms can generate one or 1,000+ engagement letters with automated processes, ensuring accuracy, consistency, and the potential for personalization.
  • Clients can access a central, secure portal for document sharing, e-signatures, and convenient payment options.
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Boost your firms’ bottom line and limit document chasing.

  • Clients can select AutoPay when they sign the engagement letter for future invoices which reduces unpaid invoices and expedites cash flow.
  • Our real-time data synchronization eliminates duplication and other costly errors caused by manual processes.
  • Facilitate annual renewals across all clients and letters with only a few clicks and apply fee increases dynamically.


Client Engagement Automation: A Number of Opportunities

Millions
in revenue and margin left on the table annually.
27
%
of partner time spent on unbillable back-office work.
48
%
of firms say client onboarding is inefficient and costly.

How Our Portal Works

Easily build an unlimited number of unique engagement letter templates
Create profitable engagement letters in under a minute.
Quickly batch create engagement letters
Draft large batches of engagement letters without the use of mail merge.
Track the status of every engagement in a single view
No more guessing which engagements have been signed.
Give clients a streamlined experience to execute and view engagements
Clients can easily e-sign their engagement letters.
Easily renew your engagements
Easily track which engagements are up for renewal.
Create profitable engagement letters in under a minute.
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Draft large batches of engagement letters without the use of mail merge.
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No more guessing which engagements have been signed.
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Clients can easily e-sign their engagement letters.
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Easily track which engagements are up for renewal.
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Our Integrations

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Success Story

Celia Rodgers, Accountant, JRBT
Celia Rodgers, Accountant, JRBT
“I could not have asked for a better system to change to”
3
x
Digital Payments Collected Year-Over-Year (YoY)
41
%

Increase in Overall Collections YoY

25
%
Of Clients Paying Multiple Invoices

Engage your clients earlier and power up your profitability.

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Aiwyn helps leading accounting firms automate their practice to improve billing processes, speed up cash flow, and delight clients.
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