iChannel Document Management is a comprehensive software solution tailored for accounting and CPA firms of all sizes. It offers a range of features that go beyond simple file storage and sharing. The system automates document identification, naming, filing, and routing, significantly reducing manual data entry and improving efficiency. It includes a built-in PDF editor, eliminating the need for separate Adobe licenses. The software provides a secure client portal for easy document sharing and collaboration, which can be branded with the firm's logo. iChannel supports compliance and data security through automated naming conventions, user access controls, and version tracking. It offers OCR technology for text extraction from scanned documents and enables improved collaboration across departments and locations. The system also includes workflow management features, a customizable folder structure, and the ability to integrate with other business systems. Additionally, it supports e-signature functionality, automated client communication, and document request management, all aimed at enhancing organization, efficiency, and client experience for accounting professionals.