Conarc

Community Connections

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

Making M&A Easier - Broadening and Accelerating the Role of the Firm Manager in M&A Series
July 12 - August 23, 2022

Making M&A Easier - Broadening and Accelerating the Role of the Firm Manager in M&A Series

In this three-session series, learn about a preferred method in getting firm managers involved early in negotiations and discover ways firm they can balance M&A with their daily responsibilities.

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Indiana Chapter Event: Diversity-A Starting Place
July 14, 2022

Indiana Chapter Event: Diversity-A Starting Place

Reflect on how you fit into the conversation of diversity. Regardless of each participant’s identities and lived experiences, the concept of how we coexist, interact, and impact one another is imperative to build better teams, better connections, and deeper relationships.

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Ohio Chapter Meeting: Sensitivity and Harassment in the Workplace
July 15, 2022

Ohio Chapter Meeting: Sensitivity and Harassment in the Workplace

CPE: 2 Credit Hours  Please join the Ohio Chapter for its first IN-PERSON EVENT since Covid! This event will feature guest speaker Jeff Patter, who will present an educational session on the topic of Sensitivity and Harassment in the Workplace. The end of the meeting will also include an open forum for Q&A regarding attendee's HR issues. Below is the meeting schedule: 9:30 am - 10:00 am - Networking/Continental Breakfast 10:00 am ...

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