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.

Connect with Us:

Upcoming Events

Michigan Chapter: Crisis Management
May 20, 2021

Michigan Chapter: Crisis Management

Bruce M. Hennes     Bruce Hennes is CEO of Hennes Communications, one of the few firms in North America focused exclusively on crisis management and crisis communications.   With over 40 years’ experience in communications, Bruce’s past and present clients include the National Aeronautics & Space Administration, Avery Dennison, Lubrizol, Ohio University, Goodyear and scores of professional service firms, ...

More Information  
2021 National Practice Management Conference at ENGAGE
July 27 - 29, 2021

2021 National Practice Management Conference at ENGAGE

What’s on the horizon for the profession? That’s the multimillion-dollar question, and it’s one that our thought leaders think about nonstop. Tap into their answers, insights and forecast during the CPAFMA National Practice Management Conference. You will learn precise next steps to push your business forward and emerge as an indispensable part of your firm’s practice management. Your advantage during our collaboration with the AICPA ENGAGE: In-depth coverage of firm managers’ top challenges; Take-home deliverables that make your time worthwhile; and Conversations with fellow CPAFMA members and accounting firm management peers.

More Information  
How Realization Can Be a False-Positive
April 28, 2021

How Realization Can Be a False-Positive

Trending thought leaders today dismiss realization as something non-important, yet so many firms still use the metric as central to their firm's management and compensation. In this 60-minute MAPCast led by a nationally recognized consultant, Guy Gage of PartnersCoach and Alan Alexander, Chief Operating Officer of Jackson Thornton, participants will hear about an approach that uses realization differently. Instead of it being a measure of ...

More Information  
View All Upcoming Events