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 ClientConnectClientConnect 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.
“We didn’t just want to adopt technology; we wanted to shape the future of client engagement across tax, audit and advisory services. This platform gives us the flexibility to showcase the Withum brand while delivering a seamless, intuitive experience for our 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.
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Pat Walsh Pat Walsh, Managing Partner and CEO, has led numerous firmwide strategic initiatives focused on best practices, client experience and technology. He leads Withum’s national growth strategy and client service initiatives, with a focus on innovation, talent development and expanding the Firm’s advisory capabilities to meet clients’ evolving needs. Pat was recognized for his…
As a people-first organization, the Firm offers a competitive Total Rewards benefits package with unique perks for Withum team members, recognizing wellness extends beyond baseline healthcare benefits. Withum is proud to be at the forefront of exceptional benefits that support team members’ health journeys. In addition to its traditional medical, dental and vision plans, the Firm offers supplemental benefits. These include an…
Rich Wright Rich Wright is the Partner-in-Charge of Withum’s Buffalo, Rochester and Batavia offices, offering more than 30 years of public accounting experience and deep expertise in tax planning. He advises closely held businesses, high-net-worth individuals and business owners on complex tax compliance and advisory matters across multiple industries. A strategic, people-focused leader, Rich plays…