CPA Firms

"iChannel has revolutionized the way in which we manage our work flow. It allows our associates to efficiently manage multiple phases of engagements simultaneously as well as work independently off-site. It has also reduced to a bare minimum incidences of lost 'paper' files."

"We looked at many of the document management solutions provided by the major software vendors in the Accounting Industry (CCH, Thomson, etc.) as well as several from outside our industry (including WorldDox and SharePoint). iChannel was unique in the sense that it was built to work with a company's existing framework and procedures and is not tied into a specific industry so you can use it for your entire organization."
Aaron Spitalnick, IT Director

"The team at Conarc has provided us 1st class support on integrating iChannel with several other products we have in house, which in turn is making our staff significantly more productive"

"After seeing how Conarc, used iChannel to integrate the audit and tax software, manage all electronic documents, enforce retention schedules and handle all scanning, we became convinced that it offered the solution we were looking for at Eldredge Fox & Porretti."

iChannel technology provides the opportunity to:

• Enable a seamlessly integrated desktop
• Increase efficiencies and productivity
• Enhance communication with clients
• Reduce clerical, paper and personal cost
• Generate additional revenue

Solutions

iChannelDesk

• Fully integrated with tax, audit, and practice management applications
• Central point of entry and update capacity
• Web-based interface
• Email integration
• iChannel technology modules – CRM, Document Manager, Extranet, Email Management and Knowledge Management

iChannel Document Manager
A web-based, collaborative document manager that is seamlessly linked to multiple applications and publishes client related information to private extranet client sites. With indexing, versioning, online discussion and extensive search and sort capacity, this powerful integrated solution is the central system to a high efficiency paperless environment. This is the component used to identify, categorize, and store important client and firm information.

iChannel Extranet
A private, web secure warehouse where client portfolios are published. In addition to your firm, your clients may grant controlled access to the site for their customers and other advisors, (e.g., bankers and attorneys). For a minimal fee the clients of the firm may utilize this application as their document manager and collaboration solution, thus generating revenue for the firm.

iChannel CRM
Centralized client, contact, and transaction information that will help serve the clients’ needs more effectively, thus building a closer relationship. The integrated CRM solution, integrated with MS Outlook™, is linked to the firm’s in-house applications, therefore publishing and maintaining consistent client records throughout the organization.

• Keep pace with customer demands
• Provide service across all communication channels
• Improve customer retention
• Meet growing capacity demands
• Integrate activities of customers across channels
• Links to front and back office systems
• Improve coordination of various marketing and sales campaigns
• Create enhanced one-on-one marketing capability
• Cross-sell/up-sell services to clients
• Reduce call volume

iChannel Email Manager
Integrated with MS Outlook, sent and received emails can now be aggregated and stored automatically in the clients’ file areas. The firm no longer has to rely on Public Folders and those Outlook Inboxes can be finally emptied.

iChannel Knowledge Management
Web-based knowledge library where information is published for use by staff, partners, affiliates, and clients. The intelligent cataloging of content and advanced search capacity allows for quick and easy research from anywhere.