Aiwyn is a software platform for accounting firms that combines client payments, practice management, a client portal and an AI tax preparation product that is still in a pilot. It is aimed at CPA firms that want fewer vendors. Aiwyn does not publish prices; firms get a quote after a demo.
Aiwyn bought QuickFee's US payments business
Aiwyn acquired QuickFee's US payments business, including QuickFee Pay Now and QuickFee Connect, in a deal announced on 7 September 2025. QuickFee customers in the US keep their existing payment tools, and QuickFee runs its financing business separately.
Checked October 4, 2026
The bottom line
Worth a demo for mid-size firms that want fewer vendors; small firms may prefer published-price tools.
5.7
Our score
5.7 / 10
Conversion Gems editorial verdict
Quote-based (demo required)
Features7/10
7 - payments, practice management and client portal are live; Aiwyn Tax is still a pilot, per aiwyn.ai/tax.
Value4/10
4 - no published pricing for any module, per aiwyn.ai.
Ease of use5/10
5 - sales-led demo and onboarding; no self-serve trial found.
Ecosystem7/10
7 - partners include CCH, Thomson Reuters and QuickBooks, with a documented SafeSend integration.
Support5/10
5 - support channels are not described on the pages we checked; middle score until verified.
What it really is
A sales-led platform that gives accounting firms payments, practice management and a client portal from one vendor, with AI tax prep in a pilot.
Our take
Aiwyn is a serious bid to replace several accounting-firm tools at once, and the payments side is the most proven part, helped by the QuickFee US acquisition. Practice management and the client portal round it out. Without public pricing and with the tax module still in a pilot, smaller firms cannot easily compare it, so ask for a written quote that covers payment processing fees.
Why we rate it
A rare single platform that covers payments, practice and portal for accounting firms.
The catch
Opaque pricing, and the tax product is still in a pilot.
Best for
Mid-size CPA firms
Firms with slow collections
Firms using CCH or SafeSend
Not good for
Solo practitioners wanting self-serve signup
Firms needing production tax software today
Buyers who require public pricing
Friction report
Time to value
Weeks: demo, quote and onboarding before any client sees an invoice.
Scale breakpoint
Unknown without a quote; check how pricing scales with users, clients and payment volume.
Walled garden
Medium: integrations with CCH, Thomson Reuters and QuickBooks, but no public API documentation found.
Aiwyn modules at a glance
Module
What it does
Status
Aiwyn Payments
Invoice reminders, ACH and card payments, multi-invoice payments, auto-reconciliation
Available
Aiwyn Practice
Time and expense, automated invoicing, project templates, task automation, reporting
Available
Aiwyn Experience
Client portal, engagement letters, secure sharing, service requests
From Aiwyn's product pages, checked 4 October 2026. No prices are published for any module.
Frequently Asked Questions
Aiwyn is a software platform for accounting firms. It combines client payments and collections, practice management, a client portal and an AI tax preparation product that is currently in a pilot. The company is based in Charlotte, North Carolina.
Aiwyn does not publish prices. Its site asks firms to schedule a demo to get a quote (checked 4 October 2026).
Aiwyn puts billing, payment collection, client portal and practice management in one system built for accounting firms, with automated invoice reminders and payment reconciliation. Its site cites results such as faster time to cash, but those figures come from Aiwyn and its customers.
Aiwyn bought QuickFee's US payments business, including QuickFee Pay Now and QuickFee Connect. The deal was announced on 7 September 2025, and QuickFee kept its financing business.
Not generally. The Aiwyn Tax page describes a pilot rolled out through a waitlist, and no pricing is published (checked 4 October 2026).
Aiwyn lists CCH, Thomson Reuters and QuickBooks as partners, and Thomson Reuters documents an Aiwyn integration in SafeSend Returns for client invoicing.
Aiwyn alternatives
Other software for accounting firms:
Financial Cents: Practice management and client portal for accounting firms, with public per-user plans.
CCH Axcess: Wolters Kluwer's cloud tax, document and firm-management suite.
CPACharge: Payment processing built for accounting and finance professionals.
Drake Tax: Professional tax preparation software for individual and business returns.
