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.
File 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.