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

2020 National Practice Management Conference
June 23 - 26, 2020

2020 National Practice Management Conference

The 2020 NPMC will be exclusively designed to help participants professionally manage accounting firms of varying sizes. The two-and-a-half day educational extravaganza and exchange has something for everyone involved in accounting firm management.

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Missouri Chapter Meeting: Roundtable Discussion
December 12, 2019

Missouri Chapter Meeting: Roundtable Discussion

Mark your calendar now and plan to attend the 2019-2020 Firm Administrator Networking Series hosted by MOCPA + CPAFMA. This series is a powerful way to meet with other professionals in CPA firm operations, HR, and professional development. Each event features a guest speaker on selected topics, followed by popular networking roundtable discussions. In-person attendees enjoy lunch, or videoconference in if you can't make it in person. Either way, plan to join this powerful group to help drive your firm's success! For additional information or to register go to mocpa.org/roundtables or contact Andrew Grow at agrow@mocpa.org.

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Missouri Chapter Meeting: Roundtable Discussion
February 6, 2020

Missouri Chapter Meeting: Roundtable Discussion

Mark your calendar now and plan to attend the 2019-2020 Firm Administrator Networking Series hosted by MOCPA + CPAFMA. This series is a powerful way to meet with other professionals in CPA firm operations, HR, and professional development. Each event features a guest speaker on selected topics, followed by popular networking roundtable discussions. In-person attendees enjoy lunch, or videoconference in if you can't make it in person. Either way, plan to join this powerful group to help drive your firm's success! For additional information or to register go to mocpa.org/roundtables or contact Andrew Grow at agrow@mocpa.org.

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