iChannel

File Management

Access files from anywhere at any time

With iChannel, adding files can be as manual or as automated you want. Simply drag and drop or use routing sheets. Or integrate with your current tax software, engagement software, or other software you create documents in. Files will end up automatically in iChannel, keeping mistakes from happening. When you’re ready to work, all your documents are right at your fingertips in their native formats.

CRM

Spend more time building rapport than entering data

Get a total view of each client with contact information, projects, documents, and emails in one place. iChannel keeps track of all changes and updates, so you always have the latest information. Decide which users have access, and use that data to stay on top of the important relationship-building activities that will provide the best experience for clients and prospects.

Workflow Management

Never miss another deadline

Each firm has its own processes and procedures. That’s why iChannel lets you build workflows for your scenarios, from onboarding new staff to tax returns and employee reviews. Easily create reports to see what’s outstanding and who’s working on what, so you can make sure the whole team is meeting their goals and staying on task, and ensuring workload is spread evenly.

Email Management

No more lost emails or frantic inbox searches

You don’t have to worry about saving multiple copies of messages and attachments. iChannel automatically tracks and updates the history of all attached files. And a full integration with Microsoft Outlook enables automatic storing of attached documents and message content. So you can quickly view, filter, sort, and search all emails related to a client on one screen. 

Routing

Automatically get files where they need to go

Choose where to put your files away as you scan — or set up auto-routing for truly effortless document management. iChannel can monitor your folders for new documents and perform a number of actions like renaming, splitting into multiple PDFs, publishing to client portals, adding to workflows, or emailing to your clients. So you can focus on higher value tasks than moving documents, saving hours spent on communication and repeated requests.

Request Lists

Eliminate the back and forth to get the documents you need

Make document gathering easier for both you and your clients. Inside iChannel, you can request documents via email or the client portal. Once submitted, these documents appear in the file area, waiting for your acceptance and approval. Save even more time by creating a request list template that you can assign to any client in the future.