iChannel Document Management is a comprehensive software solution designed specifically for accounting and CPA firms of all sizes. This versatile system goes beyond simple file storage and sharing, offering a range of features that streamline document handling processes. The software automates tasks such as document identification, naming, filing, and routing, saving time and reducing manual data entry. It includes a built-in PDF editor, eliminating the need for separate Adobe licenses, and provides a secure client portal for easy document sharing and collaboration. iChannel Document Management also places a strong emphasis on compliance and data security. The system supports accurate and automated document naming conventions and file management, implements user-friendly safety precautions such as requiring additional verification to delete a document, and provides read-only versions of documents while limiting access to editable versions. It saves previous versions of documents whenever edits are made, ensuring a complete audit trail. Additionally, the software offers a secure portal for remote access to emails and documents, enhancing both security and accessibility. The client portal feature can be branded with the firm's name and logo, allowing for a seamless and professional client experience.

• Small Businesses (1-99)
• Mid Market (100-500)
• Enterprise (500+)

The software is unique because of its automation features, which allow it to perform operations like document naming, routing, filing, and identification with little assistance from humans. In addition to saving time, this degree of automation lowers the possibility of errors that come with manual data entry. Furthermore, iChannel has an integrated PDF editor that removes the need for separate Adobe licenses and offers a more comprehensive document editing solution. iChannel's emphasis on data security and compliance is another important benefit. The system offers read-only versions of documents while restricting access to editable versions, supports precise and automated document naming conventions and file management, and incorporates user-friendly safety measures. Businesses handling sensitive financial data would especially benefit from this strong approach to security and compliance.