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Client Center

Supporting what you’ve built.

We’ve always been a champion of high-quality client service – and convenience is a big part of that standard. That’s why we offer multiple, easy, online payment options via our secure payment portal powered by Aiwyn.

* Credit card payments will incur a 3% processing fee. This fee does not apply to ACH/bank transfers.
Please note that we do not accept debit card payments.

To create your account, you will need an email address, password, your client ID, and Invoice number, which can be found on any BeachFleischman invoice. Here’s a step-by-step video to help you.

Need more help?

Reach out to our Administrative Team.

screenshot of Aiwyn payments welcome video

Note

For assistance with any of the technology platforms listed below, email Client Support.

logo: SafeSend Returns

SafeSend Returns is a digital platform that facilitates the delivering and signing of a tax return.

logo: ShareFile

ShareFile is a secure collaboration and file sharing platform that supports document-centric tasks and workflow needs.

logo: TaxCaddy

TaxCaddy is a secure, cloud-based platform that makes gathering and sharing your tax documents a breeze for 1040 (Individual) clients.

logo: BeachFleischman Dashboard

BeachFleischman Dashboard is a web-based platform that allows more organized and efficient communication, enabling everyone to collaborate on one dynamic request list.