Capabilities of the iChannel system can be enhanced with these added components for a convenient and secured user experience. To get more information on these, please email Lacy Magby.
 | CRM Security | Manage all the entities and files in the system securely by allocating the relevant access rights for each user. This is FREE now. |
 | DocuSign Integration | Securely and effectively handle the digital signatures through-out the work-flow. |
| CRM API Integration | Accounts, Contacts, Entities other relevant information in your CRM system (Salesforce, Microsoft Power Automate and etc) can be seamlessly reflected in iChannel system.
iChannel CRM API Sepcs: https://app.swaggerhub.com/apis/jinaths/iChannelAPI/1.0.0 |
| CRM On-Prim Integration | iChannel can be integrated with CRM Products like Star, Deltek and etc. |
| Workflow/Projects Integration | iChannel can be integrated with Workflow/Projects Products like XCM, Maconomy, Firmflow and etc. |
| Routing Integration | iChannel can be integrated with most of the tax preparation products or Document scanners, to automatically save the files to iChannel without any user interactions. |
| Microsoft Power BI | We can do Microsoft Power BI reports now |