Release Notes

Features with a Price Tag

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

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.

  • Reduced data entry and data updating effors

  • Maintain accurate data in Channel at any point

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

 

iChannel V3.0 HP