iChannel by IRIS

Have everything you need in one place

iChannel by IRIS lets you manage documents, customer data, and workflows from a convenient dashboard. With everything you need in one place, you can get straight to work.

Are you an existing customer?

Never misplace or duplicate a document again

iChannel by IRIS enables businesses to operate more efficiently, making sure you maximize your work hours. See the difference that having the document you need when you need it every time you work with a client can make for your firm.

What’s included?

  • Secure Client Portals

    iChannel provides a portal integrated into the DMS. This allows for the quick sharing of documents with clients and allows clients to send you documents added directly to their client file area. iChannel client portal also allows for the creation of a request list, announcements to clients, and multiple levels of security.

  • Security

    iChannel CRM security can be applied when firms need to restrict access to some or all users to help protect your clients’ information. It can be as simple or as complex as you need for multiple users and user groups.

  • Workflow Management

    Retrieve and monitor the progress of every workflow and deadline instantaneously. In one screen, you can view all of your team projects to manage your team and ensure that every deadline is met.

  • Reporting

    iChannel has built-in reports to meet clients’ needs, including user activity and workflow reporting. Reports can be generated automatically daily, weekly, or on whichever schedule you need.

ichannel security

Why choose us?

iChannel by IRIS combines essential workflows into a configurable solution so you can spend less time switching between applications and more time focused on billable work.

  • Automatic Routing

    Auto-routing facilitates a truly effortless document management solution. iChannel by IRIS will monitor your folders for new documents and perform actions like renaming, splitting into multiple PDFs, publishing to client portals, adding to workflows, or emailing to your clients when they are uploaded to a folder.

  • CRM

    Stop spending time on data entry and instead focus on building rapport with iChannel’s CRM solution. iChannel keeps track of all changes and updates so you can provide the best experience for your clients and prospects.

  • Request Lists

    Remove the back and forth with your clients to get the necessary documents. Document gathering is made easy with iChannel by IRIS. You can request documents via email or a secure client portal. You can save even more time by creating a request list template you can assign to any client. 

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    Improve efficiency

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Blog

Streamline your workflow

Document management helps your accounting firm do more with your time. Learn more about document management and solutions from IRIS.

Next Level Document Management - IChannel

Blog Article

Enhance your document management

By Jamie Dougherty | 7th March 2023 | 3 min read

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Blog Article

Make Tax Season Stress Free with IRIS – January Webinar Round-Up

By Jamie Dougherty | 17th March 2023 | 3 min read

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Blog Article

Do More with Your Data

By Adam Walters | 13th June 2023 | 2 min read

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