News

Withum Launches Unified Client Collaboration Platform to Simplify Client Engagement Across the Service Lifecycle

FS-Womens-Power-Hour-330-x-205

Withum is proud to announce the launch of ClientConnect, a unified, custom-branded client portal designed to streamline how Withum delivers services and engages with clients. The platform was developed in collaboration with Aiwyn, a professional services technology innovator.

Access ClientConnect

ClientConnect consolidates traditionally disconnected client-facing tools into a single platform, reducing complexity across the engagement lifecycle—from request intake and document exchange to deliverables and payment. The solution reflects Withum’s continued investment in digital transformation while addressing the evolving expectations of today’s clients.

ClientConnect features a modular architecture supported by native integrations and open APIs. Core components include request management, e-signatures, document organization, deliverables distribution, integrated payments and centralized messaging. Together, these capabilities reduce manual coordination and time spent switching between systems, allowing teams to focus on higher-value client work. 

The launch reflects a broader shift within professional services toward unified client engagement platforms that replace fragmented tools and manual processes. By simplifying the client technology stack, the Firm can enhance service delivery, improve scalability and support sustainable growth. 

Featured News

Read more
New-Withum-Site-50-50
Withum Launches Redesigned Website to Support AI-Driven Search and Intuitive User Experience

The new site emphasizes clarity, speed, and accessibility—making it easier for users to find relevant content, explore the Firm’s services, and connect directly with Withum’s people and expertise. The Firm’s newly redesigned website reflects a shift in delivering insights digitally by aligning user experience, modern search behavior and growth strategy under a single, purpose-built platform. “Withum’s new website is built for…

Read more
2026-Kelsey-Thomas-50-50
Kelsey Thomas Named Opus Connect’s 2025 Woman of the Year

This annual recognition honors a member who demonstrates exceptional commitment to the Opus Connect community through consistent participation, leadership and meaningful support of peers. Kelsey was recognized for her commitment to advancing the industry and its community through an M&A lens. Throughout her over 15-year career in public accounting, Kelsey has distinguished herself through seasoned…

Read more
linda howard women in cx award
Linda Howard Named to Women in CX’s Awesome Women to Follow in CX List

Linda is an active member of Women in Client Experience, Women of Withum and the Association for Accounting Marketing’s Client Experience Circle. She believes in building networks and sharing best practices to strengthen client and team member service experiences. “Linda has been a driving force in shaping what a client experience program will look like at Withum….