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

Document 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

TestingTesting testing testing testing testing testing testing testing testing testing testing

"With iChannel, we have improved our overall efficiency and our staff can't imagine a day without iChannel." Eric Cohen, CPA, Managing Partner E. Cohen and Company, CPAs iChannel Customer since 2012

Slide background

General ContractorsGive Project Managers Instant Mobile Access to all Files, Emails & Drawings

"iChannel enabled us to double our business in 3 years without adding additional head count. ROI took well under a year." John Prego, Project Manager Zack Painting iChannel Customer Since 2011


Agricultural InsuranceTailored solution manages all your documents remotely, enabling you to process claims faster and deliver results to your customers.

"With iChannel, our documents are stored electronically in a central location that our staff and clients can retrieve, review, and share from wherever they are." Monty Edwards, CEO AgPro M iChannel Customer Since 2013


Commercial Real EstateClose More Deals Faster with Instant, Remote Access to All Your Documents, Contracts, Floor Plans, & Surveys in One Single View

“For over 10 years, Conarc provided critical business tools that helped us thoroughly understand our portfolio and manage our inventory allowing us to effectively grow our business.” Michael Clarke, CFO Chelsea Property Group