Imagine everything you need to know about each client in one view.
iChannel’s integrated solution, delivers access to all documents, contacts, notes, projects and more from one screen.
Document Management
Get access to all of your files and client information from anywhere at anytime.
CRM
Connect with your clients and prospects quickly so you can spend time building rapport, not entering data. See everything about a client or lead in one place.
Workflow Management
Gain 100% visibility into your projects and business processes with iChannel Workflow. Manage resources, due dates and never miss a deadline again.
Email Management
Quickly, view, filter, sort and search all emails related to a client on one screen.
Client Portals
Simple, secure file sharing saves you and your clients time and trouble. New improved interface makes it easier than ever!
Ready to Learn More?
Connect with one of our iChannel experts to find out how iChannel will make a difference for your business.
“We can work on any client from any office because of the accessibility of the files. We were looking for strong support and more features at a lower price point. We found that in iChannel. iChannel was a no brainer for us. We continue to see more time savings, and time is money.”
Alan Stark, Partner, Hayashi Wayland
“iChannel grows with you. I like that it has integrated CRM and Worflow. Don’t just think of it as document management, think of the broader picture. There is a lot more to take advantage of.”