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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."
- James Frazier, Partner, Frazier and Deeter, GA
"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"
- Jim Tarala CIO, Schenck SC, WI
"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."
- Dennis Morga, Tax partner, EFP Rotenberg, NY
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.
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