Client Portals

Simplify Secure File Sharing

Client Portals: Improve accuracy, provide better service and never miss a deadline again.

iChannel's Portal integrates with your system to help your firm representatives better serve your customers. Your clients will visit a secure, easy-to-access Portal that allows them to submit, download, and update documents against your list of requests. A client intuitive Dashboard will display the status of each request making it easier for clients to submit the files that they require to get their job done.

“iChannel allows us to access and interact with clients all over the country or the world. As long as they have a browser, they can access their files and we can send them what they need securely."

Steven Kurinsky
DeLeon & Stang