Gather documents and deliver finished returns, with e-signature built-in, from a single connected platform. With a full core tax engine on the way, this is the last tax stack your firm will need.
Send each client a clear, personalized list of what you need, then let the platform do the follow-up. Documents flow straight into Aiwyn, get recognized and organized automatically, and your team always knows exactly what’s still outstanding.
The finished return is only half the job. Every delivery walks the client through review, e-signature, and payment in one guided experience, so returns get filed faster and your admin can focus on what really matters.
Aiwyn Tax is becoming a full replacement for your legacy tax engine. Preparation, review, filing, and collaboration live in one system for all return types, with AI built in from the start instead of bolted on.
Aiwyn Tax is one connected platform for the full tax engagement. Today it handles gathering client documents, collecting e-signatures, and delivering finished returns. A full core tax engine covering preparation, review, and filing is coming soon.
Your firm sends each client a personalized request list, and clients upload documents from any device. AI recognizes and organizes each file, even when it’s mislabeled, and automated reminders follow up until everything is in. Your team sees real-time status on every outstanding item.
Clients receive a guided experience that walks them through reviewing the return, signing, and paying. Payment and estimated payment vouchers are recognized and presented automatically, K-1s can be distributed electronically at any scale, and reminders go out for signatures, payments, and estimates all season long.
Yes. Gather, sign, and deliver are built into one platform, so firms can retire standalone tools for document collection, e-signature, and return delivery. Everything connects natively to engagement letters, billing, and payments across the Aiwyn platform.
The tax engine is a full replacement for legacy tax systems, combining preparation, review, filing, and collaboration in one system for all return types with AI built in. It’s rolling out to firms through a waitlist. Join at aiwyn.ai/tax-waitlist to be considered for pilot programs and phased rollouts.
No. Gather, sign, and deliver are available today and work alongside your existing tax prep software. Firms can modernize the client-facing side of tax season now and adopt the engine when it arrives, on a migration path planned around your season.
Yes. Documents and signatures move through Aiwyn’s secure platform with encryption and identity verification, replacing email attachments and unsecured file transfers.