Summary
Aiwyn works with Accounting and other professional service firms to help them simplify and streamline the process for beginning their work with you by using Aiwyn's Engagement tool to send you a secure link to your Engagement letter.
Because the letter is intended specifically for you based on the email address your firm has on file, the system will prompt you to sign in with that specific email address in order to view and sign the letter.
This article outlines the experience you can expect after receiving an Engagement Letter, how to access the portal, as well as other important information to keep in mind.
Included in this article:
- Review Engagement Email
- Passwordless Sign In (aka "Magic Link")
- Download Engagement Letter before signing
- Signing the Engagement
- Payment Information
- Completed Engagement Letter
Review Engagement Email
When your firm sends you a new Engagement Letter, you will receive an email from your firm and it will look similar to the image below, with the name of the engagement in the subject line of the email, your firm's logo located in the body of the email at the top, and the name of your engagement's partner in the body of the email. The email will be "from" your engagement's manager (this may be different from the firm partner chosen for your engagement)
Select "Review Engagement" button from the body of the email where you will be directed to your client portal.
Passwordless Sign In (aka "Magic Link")
After selecting to Review Engagement from your email, you are directed to the Passwordless Sign in screen. Your email address that received the engagement review email will be displayed and it cannot be changed - you must use the email address your firm has on file for your contact record.
Select "Sign in with email". A "Magic Link" email will be sent to your email address. It may take a few minutes for the Magic Link email to deliver to your inbox - please be patient and do not request a new Magic Link email.
The Magic Link email looks like this:
Select "Sign in" button from the body of the email where you're brought back to the client portal for your account and can begin the Engagement Letter review and sign actions.
Download Engagement Letter before Signing
You have the option to download a PDF of the Engagement and/or Consent Letter when reviewing the documents from the portal.
To download the PDF of the unsigned Engagement Letter for offline review purposes, when viewing the Engagement Letter, click the down arrow in the top-right hand corner of your screen:
Signing the Engagement
The area(s) to sign the Engagement Letter display with a red clickable text box. Type or draw your signature. There may be more than one location within the letter to sign, and after you've entered your signature the first time, upon clicking any subsequent red signature boxes, your signature will fill in automatically.
Click "Approve & Submit" when done to proceed to the next step (if any).
Payment Information
If payment information is requested by your firm, you may be required to enter a payment method to save it for a future payments, or you may be required to make a prepayment at this time, or you may have the option to set it up later, depending upon your firm's preferences.
Additionally, your firm may have chosen to not request payment/payment method at all, in which case your engagement will be executed and complete upon signature.
Payment Required
Example of an Engagement with Prepayment Requirement
Payment Information Optional
If your firm has chosen to request a saved payment method and you have the option to set it up now or later, you will see a place to enter a Bank Account or Card, as well as the option to "Set up later".
Example of an Engagement with Saved Payment Method Requested
Note: You will receive an automatic reminder every few days to complete your Engagement Letter until a payment method is entered or "Set up later" is chosen.
The Engagement is not considered "executed" and completed until you have signed and entered the payment method or have chosen "Set up later".
Completed Engagement Letter
Upon signature and completion of the Engagement Letter, you will receive an email with the PDF copy of your signed Engagement Letter attached to the email.
The PDF of the signed engagement is attached to the email, and you may also click "View Engagement" to go back to the Client Portal to view the letter within the client portal.
Your firm's engagement partner is also informed that your Engagement Letter is signed.