Automated accounting software provider Aiwyn has acquired Taxa, an artificial intelligence-driven tax solution, which has been rebranded as Aiwyn Tax.
Financial terms of the deal weren’t disclosed.
The addition of its new tax solution allows Charlotte, NC-based Aiwyn to deliver core tax capabilities within the Aiwyn ecosystem, including automated preparation, AI-enabled review, and real-time collaboration.
Taxa’s founder and CEO, Levi Morehouse, has joined Aiwyn as president and board director, assuming responsibility for technology, revenue, and operations.
“Joining Aiwyn was a clear decision,” Morehouse said in a statement. “The profession is ready for a modern, integrated platform that doesn’t just digitize workflows, but rethinks them entirely. With this team, this capital, and this vision, we’re building the platform of the future for the firms that are shaping it.”
In a parallel move, Aiwyn also acquired Digilence, a company known for its deep integration and automation technology.
Financial terms of that deal weren’t disclosed.
The Digilence technology is now embedded into the Aiwyn platform, enabling richer workflows, deeper connectivity, and more intelligence across firm operations.
Digilence CEO Chad Osgood has joined Aiwyn as vice president of services and innovation.
“We’re not just connecting dots, we’re redrawing the map,” Justin Adams, co-founder and CEO of Aiwyn, said in a statement. “This isn’t about incremental improvement. It’s about creating the kind of technological leap that happens once in a generation.”
The new Aiwyn platform includes four seamlessly connected solutions:
- Aiwyn Payments: Accelerate cash flow with invoicing, digital payments, and reconciliation.
- Aiwyn Practice: Modernize operations with time tracking, billing, reporting, and resource management.
- Aiwyn Experience: Elevate digital client experience with secure portals, e-signatures, and document exchange.
- Aiwyn Tax: Revolutionize tax with AI-powered preparation, review, and workflows.
“We’ve always believed that trust is the foundation of this profession—and we’re building technology that strengthens that trust,” Adams said. “We’re doubling down on the innovation that brought us here by investing more capital and talent into Payments while also expanding R&D to shape what’s next for the profession.”
Last December, Aiwyn announced the close of a $113 million funding round, led by global investment firm KKR and Bessemer Venture Partners.
Today, Aiwyn serves 175 of the top 500 CPA firms as a provider of automation software designed to streamline the full revenue management lifecycle for accounting firms.
“Aiwyn is committed to empowering CPA firms to elevate their operations and client relationships,” Adams said last December. “With this investment, we are poised to redefine how firms manage their operations from the CRM to the general ledger while setting a new benchmark for client experiences. For too long, firms have had to decide between a legacy vendor or modern point solutions. We are proud that Aiwyn is a trusted platform for CPA firms.”
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Tags: Accounting, accounting software, Aiwyn, Aiwyn Tax, Technology
