Obtaining bank statements and processing bank confirmations has been a tedious and costly process in the audit industry. With CCH Axcess Validate you can obtain fully certified and compliant bank confirmations in just minutes, not days or even weeks.
CCH Axcess Validate digitally connects to any financial institution with an online presence, providing you with more detailed financial information than ever before. This eliminates the time-consuming process of having to enter data manually, eliminating potentially frustrating human error. CCH Axcess Validate uses open banking technology and data encryption to maximize security, eliminating the possibility for data to be tampered with.
Built on the powerful cloud-based CCH Axcesstm platform, your electronic bank confirmations will be saving your firm and staff more time than ever:
- Eliminate human error with your bank confirmations
- Obtain fully digital certified and compliant bank statements
- Save time and create efficiencies with the power of the CCH Axcess platform
See CCH Axcess Validate in action via a customized demo.
See how simple it is to request an authorization with CCH Axcess Validate, or how CCH Axcess Validate connects and requests financial information from over 44,000 banks worldwide (any bank with an online presence), or how there is no need for human interaction to complete confirmations.
Watch a custom demo in your own time, when you have time.
Watch a custom demo in your own time, when you have time.
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Accelerate bank confirmations with cloud-based audit software
Eliminate human error with your bank confirmations
Auditors can choose which information to request via dropdown menus, and authorizations are no longer needed to access information. This is provided by the client through direct interaction with their financial institution’s online systems for authentication. Altogether, this eliminates human error and saves enormous amounts of time and frustration.
Obtain fully digital certified and compliant bank statements
CCH Axcess Validate enables you to obtain full and complete bank statements as well as account balances, details, and transactions by means of a digital connection with banks across the globe - in just a few minutes.
Blockchain technology and data encryption ensure a certified audit trail, confidentiality and integrity of sensitive financial information, and makes unwanted intrusion impossible - eliminating any tampering with data. Every confirmation is issued with Security Compliance Certification (SOC 1, SOC 2) providing you with an airtight audit trail.
CCH Axcess Validate frees your clients from exposure to potential fraud, and it ensures your firms' trust with clients.
Blockchain technology and data encryption ensure a certified audit trail, confidentiality and integrity of sensitive financial information, and makes unwanted intrusion impossible - eliminating any tampering with data. Every confirmation is issued with Security Compliance Certification (SOC 1, SOC 2) providing you with an airtight audit trail.
CCH Axcess Validate frees your clients from exposure to potential fraud, and it ensures your firms' trust with clients.
Save time and create efficiencies with the power of the CCH Axcess platform
Turning around bank confirmations takes just minutes, not days or even weeks, giving you back valuable time for higher quality engagements.
Additionally, the power of the CCH Axcess platform can provide seamless integration across your firm's departments via its common customer database. Now your firm's employees no longer have to update and manage data in multiple places with various different software. With CCH Axcess, data is updated in one place across the board, reducing problems and creating even more efficiencies in your firms' interdepartmental workflow.
Additionally, the power of the CCH Axcess platform can provide seamless integration across your firm's departments via its common customer database. Now your firm's employees no longer have to update and manage data in multiple places with various different software. With CCH Axcess, data is updated in one place across the board, reducing problems and creating even more efficiencies in your firms' interdepartmental workflow.
Eliminate outdated, time-consuming, and costly ways to process confirmations.
See CCH Axcess Validate in action today.
With CCH Axcess Validate there is no longer a need to wait for humans at the bank for data. Fully automate requesting bank statements with your bank confirmations and obtain bank information in just minutes.
Request multiple bank statements without a need for human interaction
Eliminate human interaction in obtaining your client's bank statements as part of your audit bank confirmations.
CCH Axcess Validate offers the most direct and secure access to bank statements. Try software that processes bank confirmations faster than ever before in just three easy steps via direct and authorized access to your client's financial institution.
Direct and secure access to
digital bank statements
digital bank statements
Learn about direct and secure authorized access to bank accounts to validate multiple bank statements with one request.
Learn about the potential and benefits that fully compliant digital bank confirmations could bring to an accounting firm with CCH Axcess Validate.
Rely on fully compliant and certified
digital bank confirmations
digital bank confirmations
Hear from Wolters Kluwer customer Harper Rains Knight & Company how CCH Axcess Validate can provide fully compliant and certified bank confirmations.
Eliminate the risk of fraud and tampering of data with secure digital bank confirmations using CCH Axcess Validate.
Eliminate the risk of fraud
with secure bank confirmations
with secure bank confirmations
Eliminate the potential for data tampering, and thus the potential for human error and risk of fraud, with secure bank confirmations using CCH Axcess Validate
There are new modern and improved ways to process bank confirmations. Try it now with CCH Axcess Validate.
Try a new and improved way
to process bank confirmations
to process bank confirmations
CCH Axcess Validate offers an accelerated and reimagined way to obtain bank confirmations, helping to improve your overall audit workflow.
Landmark CPAs moved from CCH Pfx Tax to CCH Axcess Tax to take advantage of centralized, cloud-based integration, a common client database, and a seamless experience from anywhere.
Streamline your firm's audit and tax workflow using the power of the CCH Axcess platform
Hear from Wolters Kluwer customer Landmark CPAs how switching from on-premise to cloud-based software has been easy and transformative.
Learn about the potential that fully certified bank confirmations could bring to an accounting firm with CCH Axcess Validate.
Bring value to your firm using modern technology that will help optimize your firm's audit workflow.
"All of our audits require some form of confirmation. We mostly use confirmation.com, it's not my favorite. It's very expensive, and for what you are getting out of it, it can be difficult to navigate.
Access to a better, faster product would be amazing."
Melissa Knox
Partner & Audit Director
JC CPAs and Advisors, LLC
Recommended CPA firm resources
Check out these resources to discover how you too can benefit from a modern bank confirmation solution.
Overview of participating financial institutions
CCH Axcess Validate leverages technology that allows for an auditor to obtain authorized access directly to a client's financial institution. See which banks, brokerage firms, credit union, or any other financial institution with an online presence is available.
How automated bank confirmations increase efficiencies in your firm
This white paper discusses the historical limitations around audit bank confirmations, how the technology behind bank confirmations is changing, and why this is important for the modern and growing tax and accounting firm.
Innovative API integrations
Our product teams work closely with customers to deliver features that increase efficiency, reduce errors and improve client experience. Open integration APIs enable firms to create time-saving integrations that leverage CCH Axcess data.
CCH Axcess Marketplace
The CCH Axcess Marketplace is an online resource center that makes it easy for firms to find software integrations that leverage the data in their systems. These integrations enable firms to automate many of the most time-consuming tasks in their tax, audit and firm management workflows.
Get more done in far less time and enjoy speed and accuracy like never before.
Learn how CCH Axcess Validate helps firms automate, standardize and streamline your workflows.