Client Portals

We are upgrading to a new portal built on Microsoft 365 to provide enhanced security, improved performance, and a more user-friendly experience, including mobile access.

The existing iChannel portal is no longer be accessible after January 16, 2026.

No. Documents stored in the current iChannel portal will not be moved to the new portal. If you need copies for your records, please download them before January 16, 2026, or reach out to your engagement team for assistance.

During the transition period, secure file-sharing options will remain available to ensure uninterrupted communication with PKF O’Connor Davies. Your engagement team will provide the appropriate secure upload method as needed.

We will begin onboarding clients to the new portal starting January 20, 2026.

Clients will be set up in the portal as needed. Once your access is created, you will receive an email with login instructions and a guide to using the new system.

Yes—please download any documents you may need from iChannel before January 16, 2026. No additional action is required until you receive onboarding instructions for the new portal.

The upgraded portal includes: • A secure Microsoft 365 foundation • Enhanced performance and reliability • Mobile access on smartphones and tablets • Streamlined document exchange and communication tools

Yes. You will receive new login credentials or an invitation to authenticate through Microsoft 365 when your account is created.

Yes. It leverages Microsoft 365’s advanced security features, including encryption, multifactor authentication (MFA), and continuous monitoring.

Your PKF O’Connor Davies engagement team is available to support you throughout the transition.