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

CPAFMA CONNECTIONS 2023 at AICPA & CIMA ENGAGE 23
June 5 - 8, 2023

CPAFMA CONNECTIONS 2023 at AICPA & CIMA ENGAGE 23

CONNECTIONS 2023 at ENGAGE 23 will help you and your firm evolve by turning the pace of change from a challenge to an opportunity. With nine tracks of expert content, you'll gain exclusive insights, develop practical skills and walk away with tangible guidance to evolve at your own pace. Join us in June at the ARIA in Las Vegas or participate live online.

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2023 Digitally Driven Firm Survey Results
December 19, 2022

2023 Digitally Driven Firm Survey Results

This 60-minute MAPCast will provide the results of the CPAFMA 2023 Digitally Driven Survey with insights from Roman Kepczyk of Right Networks.

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Workplace Experience and the Rise of Hospitality
February 2, 2023

Workplace Experience and the Rise of Hospitality

In this 60-minute session, join Nic Rapacz, Vice President of Outsourcing at Forrest Solutions Advisory, to learn how workplace experience is being leveraged at some of the world’s most sought-after advisory firms, firms of all sizes including the Big 4.

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