Aiwyn alternatives
Aiwyn is a platform for accounting firms that covers payments, practice management, client experience and tax. It automates invoicing, reminders and reconciliation, brings time, billing, projects and resource planning into one view, gives clients a portal for engagement letters and document requests, and adds AI tax preparation. More than 800 firms use it, and it is led by co-founder and chief executive Justin Adams.
Firms comparing it usually look at Karbon, Canopy and TaxDome for practice management, and at Ignition and Anchor for engagement letters, billing and payments.
What Aiwyn does
Payments automation, practice management (time, billing, projects and resource planning), a client portal with engagement letters, and AI tax preparation for accounting firms.
- Leadership
- CEO and co-founder Justin Adams; co-founders Tanner Fritz (GM, Payments & Experience) and Pat Morrell (GM, Practice & Tax)
- Customers
- 800+ accounting firms
- Products
- Aiwyn Payments, Practice, Experience and Tax
Alternatives in Practice Management
48 other vendors in this category. Vendors with an Accountio profile are shown first; the rest of the directory follows.
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Client management, documents and billing for accounting firms.
Founded 2014 · HQ Draper, US
Canopy profile →
Digital identity checks for regulated client onboarding.
Founded 2017 · HQ Cardiff, UK
Credas profile →
CRM designed specifically for accountancy practices.
Founded 2007 · HQ Redruth, UK
FibreCRM profile →
Proposals, engagement letters and automated billing.
Founded 2013 · HQ Sydney, Australia
Ignition profile →
Workflow, email triage and capacity planning for firms.
Founded 2014
Karbon profile →
Standardised client data for compliance and advisory work.
Founded 2013 · HQ Ghent, Belgium
Silverfin profile →
AML and identity verification for regulated firms.
Founded 2005 · HQ Ilkley, UK
SmartSearch profile →
All-in-one practice management for tax and accounting firms.
Founded 2017 · HQ New York, US
TaxDome profile →
Engagement terms turned into automated billing and collection.
Founded 2019 · HQ New York, US
Anchor profile →
Automated tax return analysis and planning opportunity reports.
Founded 2019 · HQ College Station, US
Holistiplan profile →More practice management vendors in the directory
How to choose
- Where does work start in your firm: email, a client portal or a job list?
- Which tax and accounting software must it connect to, and which client communication should run through it?
- How is it priced: per user, per client or by module, and what do the add-ons cost?
- How will existing clients, jobs and documents move across, and who helps with that?
Compare further
Common questions
What are the main alternatives to Aiwyn?+
Karbon, Canopy and TaxDome are the main practice management alternatives. Ignition and Anchor are the usual choices for engagement letters, billing and payments.
Who runs Aiwyn?+
Justin Adams, a co-founder, is chief executive. Co-founders Tanner Fritz and Pat Morrell lead payments and client experience, and practice management and tax.
Does Aiwyn do tax preparation?+
Yes. Aiwyn Tax covers preparation, review, filing and client collaboration, with AI built in.
Part of Accountio’s accounting technology coverage.
