Aiwyn

Aiwyn

★ 4.3 🔖 1800 saves 💰 Paid

Aiwyn is a connected tax platform for accounting firms that unifies document gathering, e-signature, and return delivery, with a full AI-native tax engine rolling out to replace legacy systems.

Overview

Aiwyn Tax addresses the most painful parts of tax season that have nothing to do with tax law: chasing client documents, collecting signatures, and delivering finished returns. Firms send each client a personalized document request list; clients upload from any device while AI recognizes and organizes every file, even mislabeled ones. Automated reminders follow up until everything is in, and the team sees real-time status on every outstanding item.

Return delivery is equally streamlined. Clients walk through a guided experience to review the return, sign with IRS-compliant e-signatures, and pay, with payment vouchers recognized automatically and K-1s distributable electronically at any scale. A full core tax engine is now rolling out through a waitlist, promising automated preparation that pre-populates draft returns from source documents, AI-enabled review with red-yellow-green validation flags, true multi-user collaboration, and built-in e-filing with real-time IRS connectivity.

Key Features

  • AI document recognition organizing uploads even when files are mislabeled
  • Personalized client request lists with automated follow-up reminders
  • Guided return delivery with IRS-compliant e-signatures and payment collection
  • Electronic K-1 distribution at any scale
  • Upcoming AI tax engine with automated prep, review flags, and e-filing
  • Native connection to engagement letters, billing, and payments across Aiwyn

💳 Pricing

Aiwyn is priced per firm based on size and modules. The gather, sign, and deliver platform is available today; the full tax engine is rolling out via waitlist for pilot programs. Contact Aiwyn for pricing tailored to your firm.

Who Is It For

Designed for accounting firms and CPAs drowning in document-chasing busywork during tax season. Firms can adopt the client-facing platform now alongside existing tax software and migrate to the full engine later. Not intended for individual filers.

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