Product Overview
CCH iFirm Validate enables your clients to share annual banking data 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 MS Excel.
Last update: With CCH iFirm Validate you can:
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securely exchange data without sharing confidential data via email
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Receive data within 2 or 3 minutes, in a format for use in MS Excel
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use open banking technology for secure and easy data sharing
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integrate with your CCH Central client list.