• 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.



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

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

Links to helpful customer stories and more information about iChannel.

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Upcoming Events

Connections 2022
June 21 - 24, 2022

Connections 2022

The most dynamic and innovative keynote lineup you've seen at a practice management conference along with pre-event workshops, breakout sessions with practical, hands-on learning, a vendor exchange and connection time built-in throughout the two-and-a-half day event combined with just the right amount of fun.

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Atlanta Chapter Roundtable
October 20, 2021

Atlanta Chapter Roundtable

Please join the Atlanta Chapter on October 20th from 11:30 AM -12:30 PM EST for its upcoming roundtable session! The format is casual, and all chapter members are encouraged to attend. No registration is required, and members may attend for free. During the roundtable, attendees will discuss topics relevant to firm management and accounting. Please join us to stay connected with your fellow peers, and engage about your firm's pressing ...

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Ohio Chapter Meeting: An Enlightened Conversation with an Expert
October 22, 2021

Ohio Chapter Meeting: An Enlightened Conversation with an Expert

Field of Study: Business Management and Organization CPE: 2 Credit Hours  FREE FOR MEMBERS AND NON-MEMBERS!  Session Description: Many CPAFMA Ohio Chapter members know Fred Dillon well. His expansive knowledge of the internal workings of a CPA firm and his humor have made him an icon within the Association. Fred also served many years on the CPAFMA Board of Directors and served as National President. The good news for Fred is ...

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