iChannelThe 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.
- 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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