I was literally blown away on the ease of use and the response time for receiving the confirmations. For a process that sometimes took weeks was completed in 30 minutes.
I absolutely love it.
Processing bank confirmations can be a time-consuming and tedious process for auditors. CCH Validate digitally connects to any financial institution around the globe with an online presence, providing you with more detailed information than ever before.
Eliminate having to wait for the bank to return your bank confirmation request by leveraging open-source banking technology and data encryption, providing you with fully compliant and certified confirmations while maximizing security, removing any chance for potential fraud and data tampering.
Get started today and process bank confirmations entirely automated in the cloud using technology that's trusted by thousands of accounting professionals:
- Eliminate having to wait for days for the bank to respond
- Obtain fully certified and audit industry compliant bank account information
- Enjoy an easy and fast confirmation process designed by CPAs for CPAs to maximize efficiencies
- Lower confirmation costs for your firm and your clients
Bank Confirmations in 3 Easy Steps, Fully Online, Without Having to Wait for the Bank
Bank Confirmations in 3 Easy Steps, Fully Online, Without Having to Wait for the Bank
Bank Confirmations in 3 Easy Steps, Fully Online, Without Having to Wait for the Bank
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Eliminate the wait
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More secure than ever
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Easy to use
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Lower cost
Bank confirmations without the wait
CCH Validate eliminates the delays and dead ends of workflows that are dependent on bank staff. Work more efficiently, without any built-up frustration.
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No more waiting for the bankSend requests directly to your client who authorizes your request for data privately—no bank staff needed, no more waiting, no unreturned emails.
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Get instant confirmation resultsPrivately authorized data submission means confirmations are completed in minutes, not days. Once the client authorizes your request, you instantly receive the results. Again, no more waiting.
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Create new efficiencies
Saving time means newfound opportunities for efficiencies at your firm. Your clients are happier with a faster audit engagement, and your staff are happier with a vastly improved confirmation process. And less time spent on a confirmation means less frustration.
Confirmations delivering data you can trust, and its 100% tamperproof
Every confirmation is compliant with audit industry standards (SOC1 and SOC2) and is digitally delivered with audit evidence certification incl. ISO27001 certification, ensuring that audit data 100% tamperproof. It's a process you can trust.
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Technology you can trustCCH Validate operates entirely in the cloud through a global network of financial institutions via open-source banking technology. Data is never locally downloaded, it's transmitted and delivered between financial institutions and CCH via technology that uses blockchain and data encryption, all in the cloud - making it 100% tamperproof.
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Audit industry compliancyEvery confirmation is delivered in compliance according to SOC1 and SOC2 audit industry standards.
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Audit evidence and certificationEvery confirmation is delivered with certification that includes ISO27001, GDPR, CCPA and other regulatory audit industry compliance certification. This provides you and your firm with an audit evidence trail that helps to build trust.
An easy and fast process, designed by CPAs for CPAs
CCH Validate simplifies the entire process with no manual entry, fewer follow-ups, and a workflow your clients won’t dread.
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No manual entryPull data directly from source accounts at global financial institutions with an online presence without having to manually enter data—faster for your team, error-free for your files.
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Three-step workflowRequest, authorize, receive. It’s that simple.
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A differentiated, far better client experienceTraditional bank confirmation processes are time-consuming and outdated. With CCH Validate, clients handle everything privately, digitally, and securely in minutes - all without a need to contact their bank.
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Secure sharing with peer reviewersEasily provide audit confirmations to peer reviewers or regulatory bodies—directly and securely, with full traceability.
Lower costs for your firm and your clients
We have priced CCH Validate so that it makes sense for your firm and thus your clients. But the cost savings aren't just gained in the price of confirmation requests, they are also gained in newfound efficiencies.
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Cost savings with confirmation requests
Two types of confirmation requests are available
- Individual requests at $30 p/request
- Consolidated requests at $90 p/request
With individual requests, you can request an account balance, details, transactions, or entire detailed statement from one financial institution.
With consolidated requests, you can request balances of all accounts, details of all accounts, transactions of all accounts, or multiple entire detailed statements of all accounts - from a financial institution.
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Cost savings with newfound efficiencies
Because of the time saved, you will be able to work more consistently on a particular audit vs. having to wait for the bank and thus having to move on to other activities. Hours saved accumulate into money saved, which can be reinvested for other parts of your audits. -
CCH Axcess ValidateIf you'd like to experience bank confirmations on the CCH Axcess platform, please contact your solutions representative. You will enjoy the same bank confirmation process, but we will have you set up with CCH Axcess Validate for a collaborative and integrated CCH Axcess platform experience.
Get started with CCH Validate at no cost.
Complete your first four confirmations without commitment.
See CCH Validate in action via a customized demo.
See how simple it is to request an authorization from your client with CCH Validate, or how CCH Validate processes financial information from over 44,000 banks globally in 195 countries.
Watch a custom demo in your own time, when you have time. See how eliminating having to wait for the bank, and instead working with your client directly, creates never before seen efficiencies which in return delivers a higher value audit for your client.
Already a customer?
Resources for existing customers
Real auditors. Real results.
See why real auditors from firms like yours continue to choose CCH Validate.
Use the efficiencies of CCH Validate to help streamline your audit business
Reimagined bank confirmations help streamline your firm's audit workflow.
Use the efficiencies of CCH Validate to help streamline your audit business
Boost productivity with fast and reliable bank confirmations
Use the efficiencies of CCH Validate to streamline your audit business.
Achieve more for less save time and cost
CCH Validate saves time and cost through newfound efficiencies
Achieve more for less save time and cost
Save time and money on audit bank confirmations with CCH Validate
Achieve more for less, save time and cost with CCH Validate audit bank confirmations.
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
See how CCH 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
Eliminate the potential for data tampering with secure bank confirmations using CCH 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
Discover a reimagined way to obtain bank confirmations improve your audit workflow.
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 bank statements without waiting for the bank to respond.
Get detailed statements if needed as part of your 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.
Obtain detailed bank statements quickly and securely.
Learn how you can quickly and securely obtain bank confirmations with CCH Validate.
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.
Bring value to your firm using modern technology that will help optimize your firm's audit workflow.
Hear from Wolters Kluwer customer Landmark CPAs how switching from on-premise to cloud-based software has been easy and transformative.
Hit the ground running with these CCH Validate bank confirmation resources.
Learn more about how CCH Validate will support you and your firm operations
Read why industry difference makers say CCH Validate is a difference maker
Learn how the technology behind confirmations is changing, and what it means for firms.
Participating financial institutions
CCH Validate connects to over 44,000 financial institutions worldwide. See the full list.
How automated bank confirmations increase firm efficiency
A convenient client experience is critical. See how easy it is.
Ready to experience CCH Validate?
Set up your CCH Validate account in minutes and send your first four confirmation requests entirely on us.
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How do I get started with my four free confirmations?
Getting started takes just a few minutes! Simply create a CCH Validate account by visiting this log-in page and selecting “No account? Create one.” Follow the prompts to enter your email address and some basic profile information, and that's it! You’re ready to start your first confirmations with CCH Validate.
Your trial includes two complimentary individual requests and two consolidated requests which are valid for 90 days after you create your CCH Validate Account.
At the end of your 90-day try out period, you can purchase additional confirmations through our eStore.
You may also want to consider CCH Axcess™ Validate, which leverages the CCH Axcess platform and allows multiple users to access your confirmation requests via a centralized client and staff list. Contact a representative here if you are interested in multi-user access.
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How do I purchase CCH Validate?
To purchase CCH Validate:
First, create your CCH Validate account and access your four complimentary confirmations. Once you have a CCH Validate account, you can purchase additional confirmations through the eStore, which can be accessed from within CCH Validate.
To purchase CCH Axcess Validate:
Contact a representative here to purchase CCH Axcess Validate licenses and confirmations. CCH Axcess Validate is great for existing CCH Axcess users, or for teams who require shared access to confirmations. An existing CCH Axcess license is not required.
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What’s the difference between CCH Validate and CCH Axcess Validate?
CCH Validate and CCH Axcess Validate differ only in who can access your clients. CCH Validate is an individual account, accessible by only you. Multiple users on your team can have their own CCH Validate accounts, but the accounts will not be connected.
CCH Axcess Validate functions the same as CCH Validate, but is hosted in the CCH Axcess platform, allowing multiple team members to work on the same clients.
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Can I use CCH Validate with my team?CCH Validate is for individual use only. For a collaborative experience, consider CCH Axcess Validate.