Conarc

  • Expanding Knowledge
  • Sharing Experiences
  • Achiving Through Collaboration
  • Influencing Leadership
  • Envisioning Possibilities

The CPA Firm Management Association is excited to partner with service providers and organizations who support our members and their respective firms with quality offerings. To learn more, visit one of our partners pages or contact CPAFMA to learn more.

Conarc

iChannel

The Comprehensive Document Management System Designed with You in Mind Serving CPA Firms for Over 20 Years

Summary
iChannel is a comprehensive document management system that includes CRM, Workflow, and Portal modules that can be integrated with your other critical software solutions.A customizable dashboard, powerful search features, custom integrations, document retention and a rollover tool make iChannel the favorite for many CPA firms.

What can it do for you?
iChannel is a customizable document management system that allows all file types to be stored and organized the way your business needs them to be. It integrates a customer database, workflow options and portal for file sharing with clients. Additional integrations with applications like DocuSign empower the user to stay in the iChannel environment while not losing any functionality. Simply put, iChannel integrations automate tedious processes that are a waste of staff time.

Key Features:

  • Customizable Document management solutions
  • Allows you to store and access documents in their native file format
  • Facilitates improved efficiency and collaboration
  • Powerful search, versioning and file history prevents costly mistakes, lost and duplicate documents
  • Gives remote team full access to everything they need to get their job done in one place

Resources
Links to helpful customer stories and more information about iChannel.

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Upcoming Events

2020 National Practice Management Conference - CANCELLED
June 23 - 26, 2020

2020 National Practice Management Conference - CANCELLED

Due to COVID-19, the 2020 NPMC has been cancelled. We will be hosting an event in November 2020 for those managing accounting firms in today's challenging environment. Information will be available in the coming weeks as to the schedule and updates will be available as the program's content is finalized.

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Michigan Chapter: Workplace Violence / Training for Crisis Situations
May 14, 2020

Michigan Chapter: Workplace Violence / Training for Crisis Situations

Please join us for our 1st face to face meeting of 2020!  Our guest speaker will be Kathryn Scourby, CBCP, Principal of KNS Consulting, LLC. Kathy works with professional service firms to achieve their goals in the areas of business continuity, disaster preparedness, risk management and compliance. A Certified Business Continuity Professional (CBCP), she trains management professionals and all levels of staff at private service firms by ...

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