iChannel by IRIS

Everything you need for your clients in one place

Do more with your time

iChannel by IRIS is more than just a document management solution. It helps you manage your documents, customer data, and workflows from one dashboard to help you get straight to work, saving you both time and money.

  • Customer Relationship Management

    Provide better service and improve transparency and communication to ensure nothing is forgotten and no one is left behind.

  • Client Portal

    Allow your clients to submit, download, and update documents through a secure portal.

  • Workflow Management

    Track every project and deadline within your organization on a single screen.

  • Email Management

    Rapidly filter, sort, and search emails and identify the most current iteration of an email thread.

Why iChannel

 iChannel started as a small consulting firm back in 1996. We saw the needs in the market and designed a solution for accounting firms to connect all their activities in one place. 

  1. Customizable Solutions

    iChannel is designed to be fully customizable to meet the specific needs of every firm.

  2. Secure Document Management

    Documents can securely be stored and accessed from anywhere at any time.

  3. iChannel by IRIS

    Help your firm do more with more. By getting the tools you need to succeed in iChannel, you can streamline your workflow and improve your profitability. Have the information you need exactly when you need it.

Connect with a solutions expert today

Get started today and see the difference iChannel by IRIS can make for your practice.


Customer success stories