Client Payment Portal

Important Emails

Clients: Watch for emails from Aiwyn and SafeSend, as they contain important agreements, tax documents, and requests from REDW.

  • Aiwyn – for agreements requiring your signature
  • SafeSend – for signing agreements, document gathering, and delivering tax returns

To avoid delays, check your spam or junk folder if you don’t see them.

Aiwyn Payment Portal

Aiwyn is our client collaboration platform; make online payments, set up recurring payments, and pay multiple invoices at once – plus make payments with just one click directly from your invoice. We offer our clients the opportunity to continue to pay by check or, for balances over $10,000, with QuickFee financing.

Check Payments

REDW has implemented a new remittance bank lockbox address for all check payments:

REDW LLC
PO Box 561616
Denver, CO 80256-1616

To ensure that payments are applied correctly, please include client and invoice numbers.

Client Center Wealth Portal

Software Support

Submit a support ticket for assistance with MIP Fund Accounting, Microix, Sage Intacct, or PowerBI Training, or for general inquiries. An REDW Technology Solutions team member will respond as quickly as possible during normal business hours, typically within 24 hours.

Software Training

Earn CPE credit with MIP Fund Accounting & Microix Software and application training. Gain relevant and in-depth knowledge from REDW’s certified and experienced trainers.

TaxCaddy

TaxCaddy is a REDW client collaboration platform to gather and share your tax documents. Let TaxCaddy retrieve your 1099s, 1098s, and W-2s automatically. Upload or snap photos of your tax documents year-round and store them with bank vault security.

LCvista

As a registered CPE sponsor with NASBA, REDW offers webinars and technical training courses, both free and for purchase, through our online LCvista platform. Browse our online learning catalog for opportunities to earn Continuing Professional Education (CPE) credit. To access the platform and enroll in upcoming courses, you must first become a registered user.

Have questions? Looking for something specific? Let us know!

Send Us a Message