Empower your team with a modern core tax system. Combine preparation, review, filing, workflow, and client collaboration in a single place for all return types.
Eliminate manual data entry and accelerate tax prep with intelligent automation that starts the return.
Ensure every return is consistent, accurate, and follows the same high standards no matter who is doing it or which team it’s coming from.
Reduce delays and eliminate version confusion with modern collaboration tools. Work faster and together.
Accelerate filings and stay in control with built in e-file tools and real time IRS connectivity.
Aiwyn Tax is a modern core tax system that combines preparation, review, filing, workflow, and client collaboration in a single platform for all return types. Unlike traditional tax software which was built form-first and bolts on workflow, review, and collaboration as separate modules, Aiwyn Tax is built on a unified data model and an AI-enabled workflow, so client documents, the return, the review process, and e-file all live in the same system.
Aiwyn Tax is designed as a forward-looking replacement for legacy tax systems, with the goal of consolidating prep, review, e-file, and collaboration into one platform. In the near term, Aiwyn Tax syncs with existing tax prep software and engagement letters so firms can begin capturing value (automated prep, AI review, collaboration) without a full cutover. Firms can join the waitlist to access Aiwyn Tax as it rolls out and plan a migration path that fits their season.
Aiwyn Tax uses AI in two places. On the preparation side, it auto-ingests source documents from the client portal and pre-populates draft returns with structured data, eliminating most manual entry. On the review side, it applies firm-specific validation rules and automatic checks during review, surfacing issues with clear red, yellow, and green indicators tailored to the firm’s review process. The result is faster prep, more consistent review quality, and less rework (regardless of who is doing the work).
Yes. Aiwyn Tax is designed for real-time multi-user collaboration. Multiple team members can work in the same return simultaneously, leave in-line comments, share notes, and communicate inside the return itself. This removes the version confusion and handoff delays that slow down most tax seasons and is a structural shift from single-user, file-based legacy tax systems.
Aiwyn Tax includes built-in e-file with real-time IRS connectivity. Firms get automated alerts for accepted, rejected, or delayed returns, centralized tracking across every client filing, built-in audit trails and filing history, and pre-submission validation that catches common errors before they hit the IRS. Everything from prep to acceptance lives in one system, so there is no separate e-file tool to reconcile.
Aiwyn Tax is part of Aiwyn’s connected platform, so it natively integrates with Aiwyn Experience (engagement letters and client portal), Aiwyn Practice (workflow, time, billing), and Aiwyn Payments (collections). When a client uploads a document through the portal, it flows directly into the return; when prep is done, billing and collections trigger from the same system. Aiwyn Tax also syncs with existing engagement letters and tax prep software so firms can adopt it without breaking what already works.
Aiwyn Tax is rolling out to firms through a waitlist as the platform expands. Firms interested in early access can join the Aiwyn Tax waitlist at aiwyn.ai/tax-waitlist to be considered for pilot programs and phased rollouts. Aiwyn’s implementation team works with each firm to plan timing around tax season so adoption does not disrupt the busy period.