Three steps. Zero hassle.
CCH Validate streamlines confirmations into three easy steps, ending with a certified confirmation secured by blockchain. No chasing banks, no mistakes, no stress.
3. 2. 1. Done.
CCH Validate delivers certified bank confirmations in minutes—not days—through a secure, fully digital process. With client-authorized access, blockchain-backed delivery, SOC 1 & SOC 2 compliance, and connectivity to over 44,000 financial institutions, you’ll eliminate delays, manual entry, and costly errors.
Get started with CCH Validate for free
Complete your first four confirmations at no cost.
A better way to request confirmations
The confirmations you need, only faster.
Confirmations without the wait
With client-authorized access to bank data, CCH Validate eliminates the delays and dead ends of workflows that are dependent on bank staff.
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Don't wait on the bankSend requests directly to your client—no bank staff, no waiting, no unreturned emails.
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Get instant resultsSecure access to account data means confirmations are completed in minutes, not days. Once the client authorizes access, CCH Validate can reduce confirmation time by up to 99%.
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Confirm again, any timeOnce access is authorized, you can run updated confirmations on demand—no new approvals needed.
Bank-grade security, blockchain certainty
Every confirmation is secured by encryption and certified with blockchain, giving you ironclad audit evidence you can trust.
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Certified by blockchainImmutable records ensure every confirmation is verified, traceable, and tamper-proof.
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Client-controlled accessClients authorize exactly what you can access—keeping data secure and the process transparent.
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End-to-end encryptionAll communication and data transfers are protected with bank-level security.
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SOC 1 & SOC 2 certifiedCCH Validate meets key compliance standards, including SOC 1 and SOC 2, so your firm can trust the controls behind every confirmation.
Simple by design
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—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 better client experienceClients handle everything online in minutes, with no 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.
Real auditors. Real results.
See why real auditors from firms like yours continue to choose CCH Validate.
Learn about the potential that fully certified bank confirmations could bring to an accounting firm with CCH Axcess Validate.
“We mostly use Confirmation.com. It’s not my favorite. It’s very expensive, and for what you get 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 & Advisors, LLC
There are new modern and improved ways to process bank confirmations. Try it now with CCH Axcess Validate.
“It takes time off the clock finding bank statements, providing different things, follow up questions, things like that. The benefits of it are going to be very great.”
Joey Fletcher, CPA
Partner
Harper Rains Knight & Company
Hit the ground running with these CCH Validate 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 take the next step with CCH Validate?
Set up your CCH Validate account and send your first four confirmation requests in minutes.
Frequently asked questions
Start your CCH Validate journey with confidence. Learn about different CCH Validate packages, purchase options, and more.
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How do I get started with my four free confirmations?
Getting started is easy! First, 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 voila! You’re ready to start your first confirmations with CCH Validate.
Your trial includes two complimentary individual requests and two consolidated requests.
After you submit your first confirmation request, your trial will remain active for 30 days, or until all four complimentary confirmations are used. At the end of your trial period, you can purchase additional confirmations through our eStore, which can be accessed from within CCH Validate. 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.