Wolters Kluwer Tax and Accounting (TAA) has announced the release of the newly enhanced CCH Validate, a next-generation, fully cloud-native bank confirmation platform designed to transform the way audit professionals conduct their work. Engineered for speed, security, and intelligence, the solution empowers audit firms with real-time, client-authorized access to financial data—offering a streamlined, digital-first experience that enhances efficiency and reliability across the audit lifecycle.
The latest iteration of CCH Validate is part of Wolters Kluwer’s broader strategy to modernize audit workflows through cutting-edge automation and technology. By eliminating manual processes and legacy confirmation tools, the platform enables auditors to deliver faster, higher-quality results while improving client satisfaction.
CCH Validate gives firms complete control over the confirmation process, enabling them to secure bank confirmations at record speed. With built-in blockchain technology for tamper-proof verification, the platform supports full bank statement retrieval from financial institutions around the globe.
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“With this launch, we’re offering a smarter, faster alternative to legacy confirmation tools burdened by manual bank responses and long wait times, helping firms mitigate delays and reduce the risk of costly audit failures,” said Cathy Rowe, Senior Vice President, U.S. Professional Market, Wolters Kluwer Tax & Accounting North America. “By enabling real-time data retrieval through modern technology, CCH Validate streamlines the entire process—delivering a more intuitive, efficient, and reliable experience for firms and their clients.”
Key Capabilities of the New CCH Validate Include:
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Fully Digital Interface: A browser-based platform that allows firms to get started within minutes, with no installations or complex setup required.
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Secure Client Authorization: Clients directly and privately authorize access to their financial data, eliminating delays caused by manual bank responses.
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Trial Access Available: Firms can explore the platform’s features before fully onboarding.
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Cloud-Native Architecture: Built for high performance, compliance, and scalability—meeting standards including SOC 1, SOC 2, and ISO 27001.
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Global Functionality: Initially tailored for U.S.-based firms, with planned expansions into Canada and the UK.
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Blockchain Security: Ensures tamper-proof requests and immutable audit trails for end-to-end transparency.
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Fraud Mitigation: Reduces the risk of fraud by removing human intermediaries from the confirmation process.
With the enhanced CCH Validate, Wolters Kluwer is setting a new benchmark for secure, intelligent audit confirmation solutions—giving professionals the tools they need to work smarter, deliver with confidence, and stay ahead in a rapidly evolving regulatory environment.