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
-
Eliminate the wait
-
More secure than ever
-
Easy to use
-
Lower cost
-
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-
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-
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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.
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.
-
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.
-
Three-step workflowRequest, authorize, receive. It’s that simple.
-
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.
-
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.
Enjoy CCH Validate with a free trial.
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.
Create new efficiencies and value for your firm and clients in processing audit bank confirmations.
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
-
Eliminate the wait
-
More secure than ever
-
Easy to use
-
Lower cost
-
$name
-
$name
-
$name
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.
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.
-
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.
-
Three-step workflowRequest, authorize, receive. It’s that simple.
-
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.
-
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.
Enjoy CCH Validate with a free trial.
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.
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.