Aiwyn
Tax research & preparation
Designed for modern accounting firms, Aiwyn delivers relationship-centered automation across payments, practice management, client experience, and tax.
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AI tax preparation and review software for accounting firms. Filed preps and reviews returns inside CCH Axcess, UltraTax, Lacerte, Drake and ProConnect.
The vendor's own description, from their website.
No price captured automatically. See the vendor's pricing page.
Captured automatically on 2026-10-17. Plans, currency and billing terms vary, so confirm on the vendor site. Pricing page
Shown only where the vendor's site names the ledger alongside integration or sync wording. Quotes:
…s. Visit our trust center SOC 2 Type II Audited annually by an independent firm. SOC 3 report also available. IRS 7216 compliant workflows Data anonymization built into the platform for 7216 requirements. SSO and access con…
A mention is not a certification.
Data location: not stated on the pages we checked
Security mention: …a breach. Tax returns are among the most sensitive data a firm holds. Filed is SOC 2 Type Il certified, with controls covering security, availability, confidentiality, and…
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