Share bank transaction data without the need for downloading and emailing.

CCH iFirm Validate enables your clients to share annual banking data with you, in an efficient and secure way—all at a lower cost than a bookkeeping product. Your client can share their annual bank transactions with you in a matter of minutes using open banking technology. This is secured end-to-end via Blockchain technology, and in a format so you can swiftly review the data in Excel. Use CCH iFirm Validate to help your team prepare their tax return quickly.

Features include

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Securely exchange data without sharing confidential data via email.
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Data is provided to your firm within 2 or 3 minutes, in a format for use in Excel.
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Use open banking technology for secure and easy data sharing. 
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Integration with your CCH Central client list.

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