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

CPAFMA 2020 Accelerator
November 9 - 10, 2020

CPAFMA 2020 Accelerator

CPAFMA Accelerator is a virtual event designed for those managing an accounting firm.

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Michigan Chapter Meeting: Sonja Stoos on Workplace Bullying
November 12, 2020

Michigan Chapter Meeting: Sonja Stoos on Workplace Bullying

Sonja Stoos on Workplace Bullying LOCATION: Zoom Meeting link will be provided upon registration of event.

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Michigan Chapter Meeting: Bruce Hennes on Crisis Management for Accounting Firms & Their Clients
May 13, 2021

Michigan Chapter Meeting: Bruce Hennes on Crisis Management for Accounting Firms & Their Clients

Bruce Hennes will speak on Crisis Management for Accounting Firms & Their Clients. Facebook, Twitter, Instagram and YouTube are now the places where a reputation built up over years of good work can be shattered in an instant. In a split second, accountants and consultants can find themselves in a position where they need to know how to manage a crisis situation for themselves, their firm or clients.

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