iChannel can manage customer documents, data, and workflow in one convenient dashboard. iChannel integrates these powerful tools:

File Management

Get access to all of your files and client information from anywhere at anytime.

Workflow Management

Manage projects, resources and due dates in one place. Never miss a deadline again.


See everything about a client or lead in one place. Spend time building rapport, not entering data.

Client Portals

Simple, secure file sharing saves you and your clients time and trouble.

Email Management

Quickly, view, filter, sort and search all emails related to a client on one screen.

"Using iChannel, we save about 30 minutes on every tax return that we process. That is an estimated savings of $150 on every return that we prepare which translates to $525,000 saved per year on tax returns alone."

Steven Kurinsky, CPA, Tax & Business Supervisor
DeLeon & Stang

iChannel Integrations Create a Central Hub Of Information That Enables Your Business To Share Data Across Your Enterprise.

Improve Staff Productivity and See Increased Profitability
with ROI in Less than One Year