Conarc

Community Connections

The CPA Firm Management Association is excited to partner with service providers and organizations who support our members and their respective firms with quality offerings. To learn more, visit one of our partners pages or contact CPAFMA to learn more.

Conarc

iChannel

The Comprehensive Document Management System Designed with You in Mind Serving CPA Firms for Over 20 Years

Summary
iChannel is a comprehensive document management system that includes CRM, Workflow, and Portal modules that can be integrated with your other critical software solutions.A customizable dashboard, powerful search features, custom integrations, document retention and a rollover tool make iChannel the favorite for many CPA firms.

What can it do for you?
iChannel is a customizable document management system that allows all file types to be stored and organized the way your business needs them to be. It integrates a customer database, workflow options and portal for file sharing with clients. Additional integrations with applications like DocuSign empower the user to stay in the iChannel environment while not losing any functionality. Simply put, iChannel integrations automate tedious processes that are a waste of staff time.

Key Features:

  • Customizable Document management solutions
  • Allows you to store and access documents in their native file format
  • Facilitates improved efficiency and collaboration
  • Powerful search, versioning and file history prevents costly mistakes, lost and duplicate documents
  • Gives remote team full access to everything they need to get their job done in one place

Resources
Links to helpful customer stories and more information about iChannel.

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Upcoming Events

Join CPAFMA at Connections 2024 in Savannah, GA!
June 18 - 21, 2024

Join CPAFMA at Connections 2024 in Savannah, GA!

CPAFMA is hosting our standalone conference from June 18-21, 2024 in Savannah, Georgia.  Our Education Committee is hard at work planning a conference you won’t want to miss!  Who should attend??  Firm Managers, Director of Operations, HR Directors, COOs, and Partners.

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2024 Technology Series MAPCast with Roman Kepczyk
April 25 - December 17, 2024

2024 Technology Series MAPCast with Roman Kepczyk

The accounting profession is quickly transforming due to technological innovation. However, this shift requires both accountants and firm managers to acquire new skill sets. The 2043 Technology Series will include FOUR educational sessions presented by Roman Kepczyk, CPA.CITP, CGMA, PAFM, and will explore topics essential to optimizing your firm's productivity and efficiency.

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Value of Data to Manage Your CPA Firm
June 5 - September 5, 2024

Value of Data to Manage Your CPA Firm

$99 Members | Free PAFM | $180 Non-Members (one fee for all 3 MAPCasts, and recordings of all) PresentersJana Cinnamon, Partner, Chief Operating OfficerDon Kreye, Business Development ManagerSteve McDonald, CPA, Managing Partner Abdo has met with over 200 firms in the past two years to discuss how firms are currently accessing practice management data / challenges of data integrity / how firms can implement best practices to ensure efficient ...

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