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 Portal area

iChannel Portal allows for secure, bi-directional sharing of files between you and your clients. You will no longer need to manage multiple file repositories or learn multiple interfaces when sharing information with those outside your organization.

iChannel Portal provides your clients a dashboard view of the status of documents provided against your request list. This alleviates the tedious back and forth communications of assembling the files you need to perform your work.

Thus, iChannel Portal allows you to provide better, faster service to your clients.

“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

File Management

CRM

Workflow Management

Email Management