Ask Wynn is a secure professional tax research workspace for CPA firms. It helps practitioners research tax questions, review source documents, organize work by client or project, and create review-ready deliverables.

Describe the tax issue, entity type, tax year, jurisdictions involved, and the decision you need to make. Attach client- or matter-specific source documents directly to that conversation.

No. Ask Wynn supports research and practitioner review. Material conclusions, citations, calculations, and client-specific applications should be verified before reliance.

Ask Wynn is designed to consult current authority and identify the as-of date used in its work. Because tax law and administrative guidance change, always review the cited authority for material conclusions.

Yes. Select “Report this answer” below an Ask Wynn response. You may add a note explaining the concern, and the answer will be saved and sent to the product-review team.

Projects group related research matters. Clients associate work with a client record. Tags are flexible labels—such as topic, status, reviewer, or tax year—that make saved research easier to find.

Open the File library from the research sidebar. It collects generated memos and workbooks and links each file back to its source conversation.

Upload governed firm resources such as policies, templates, memo formats, sample workpapers, reference documents, and house guidance. Use clear labels so the firm can review and maintain them over time.

Workspace administrators can configure the firm name, logo, fonts, and color palette. Those defaults roll down to workspace members and are used when supported documents and workbooks are generated.

A verified work-email domain helps determine the firm workspace you join. This keeps firm settings, resources, and research access separated from other organizations.

Use “Forgot password?” on the sign-in screen. If the reset link or verification email does not arrive, check spam and then submit an Account or access request from the Help page.

The workspace accepts common tax-research formats including PDF, Word, Excel, CSV, and standard image files. Attach only materials you are authorized to use in the firm workspace.

Wynn CRM is the firm's client and marketing-contact record system — relationships, activity, and the controls over who can see and edit them. Wao, the Wynn CRM guide, is available on every CRM page to explain how a screen works or what to do next.

No. Wao explains how Wynn CRM works and where to find things; it does not read or modify client records. Record changes always go through the CRM screens themselves, subject to your firm's own access controls.

Wynn Workflow manages recurring engagements, task templates, deadlines, and handoffs across the firm. Wynn People covers employee records, CPE tracking, and staff-development recommendations. Winona guides both — ask her on either module's pages.

No. Winona explains how templates, recurrence, permissions, health scoring, and HR features work; she does not have write access to task or employee records.

Wynn Growth covers the firm's business development: market positioning, pipeline, pricing, partnerships, and revenue strategy. Wennily is the strategist available throughout Growth.

Social and content production is a submodule of Wynn Growth. Winston, the content and social strategist, guides that part specifically — planning editorials, drafting posts, and reviewing performance — while Wennily handles the broader commercial strategy above it.

Wynn Content Studio is where longer-form content assets — drafts, campaigns, and creative built from an expert idea, transcript, or brief — get produced and refined before they feed into Growth's marketing and social channels.

Wynn Engage manages the pursuit and delivery of new work: RFPs, proposals, pricing, and engagement letters, from opportunity through a clean handoff to delivery. Winnifred is the advisor available throughout Engage.

No. Winnifred explains how opportunities, scope, pricing, and approvals work in Wynn Engage. Committing a price, sending a proposal, or executing an engagement letter is always a deliberate action a firm member takes.

Wynn Review supports tax-preparer and return-review work: document intake, checklists, findings, and firm review standards. Wiz is the review companion available throughout.

Wiz can research current law and explain how a return type, document slot, checklist, or sign-off works, but does not see this specific review's underlying client data. Reviewing the return itself remains a human reviewer's responsibility.

The Marketing CMS is where the firm's public marketing pages, blog posts, and media are authored and published — separate from client-facing tax research, and managed by workspace administrators.

The Newsroom is a feed of tax news pulled from sources like the IRS, Tax Foundation, and AICPA, with search, source and topic filters, jurisdiction filters, bookmarking, and a daily or weekly digest email.

Yes. Use "Ask Wynn about this article" on any Newsroom item to open it directly in a research conversation, or save it to a project to come back to later.