Client Resouces

Select Resource By Topic

Aiwyn Client Portal Introduction Video - Joint Return Signature Tutorial

Here's a short video tutorial on how to sign your Engagement Letter in the Aiwyn client portal for joint return signatures. 

Aiwyn Client Portal Introduction Video - Single Return Signature Tutorial

Here's how to sign your Engagement Letter in the Aiwyn client portal for single return signatures.

Fillable Form W-9

This is the IRS Form W-9: A standard federal tax form used to collect taxpayer information from vendors and contractors.

2025 Needs List – Forms 1099

Here's an instruction manual on how to gather your vendor payment information for year-end tax reporting.

How to switch your paper Social Security checks to direct deposit

Still getting paper Social Security checks? Here's how to switch to Direct Deposit.

Scroll to Top