Wolters Kluwer Unveils Next-Gen CCH Validate Confirmation Solution

Auditing | July 25, 2025

Wolters Kluwer Unveils Next-Gen CCH Validate Confirmation Solution

CCH Validate reimagines bank confirmations, putting auditors in full control to obtain confirmations with unprecedented speed. Leveraging advanced technologies—including blockchain for tamper-proof assurance—it enables 100% bank statement retrieval from banks worldwide.

Isaac M. O'Bannon

Wolters Kluwer Tax and Accounting (TAA) has launched its new and enhanced CCH Validate, a next-generation, cloud-native bank confirmation platform engineered to redefine how audit professionals operate. Purpose-built for speed, security, and intelligence, this fully online solution empowers firms with instant, client-authorized data access and intuitive onboarding—delivering a smarter, faster, and more reliable audit experience. The launch underscores Wolters Kluwer’s commitment to transforming audit workflows through automation and innovation, enabling professionals to deliver higher-quality results with greater efficiency and client satisfaction.

CCH Validate reimagines bank confirmations, putting auditors in full control to obtain confirmations with unprecedented speed. Leveraging advanced technologies—including blockchain for tamper-proof assurance—it enables 100% bank statement retrieval from banks worldwide.

“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 Features of the New CCH Validate:

  • Entirely Online Experience: Users can self-serve through a browser-based interface and begin using the tool in minutes.
  • Client-Driven Authorization: Clients securely and privately authorize data access, removing the need to wait for bank responses.
  • Trial First: Firms can try the platform before committing.
  • Cloud-Native Architecture: Built for scalability, security, and speed, with compliance to SOC 1, SOC 2, ISO 27001, and audit industry standards.
  • Global Reach: Currently designed to support firms in the U.S., integration across platforms in Canada and the UK will soon follow.
  • Security: Blockchain is leveraged to ensure requests are tamper-proof
  • Audit Trail: Provides a comprehensive and immutable audit trail of the end-to-end process stored in the blockchain.
  • Fraud Prevention: Eliminates the potential for fraud by eliminating human intermediaries in responding to requests.

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Isaac M. O'Bannon

Isaac M. O'Bannon

Managing Editor

Isaac M. O'Bannon is the managing editor and digital content manager for CPA Practice Advisor (www.CPAPracticeAdvisor.com), drawing on two decades of experience covering the areas of professional accounting, taxation, business productivity and consumer technologies. . Prior to CPA Practice Advisor, O'Bannon was a consultant at firms in San Francisco, Denver and Tulsa, serving clients that included Logitech, Polycom, Hilti, Microsoft, the Stanford Research Institute, the University of Oklahoma's College of Engineering and other technology leaders. He is a U.S. Navy groundforces veteran (never a SEAL). Email: isaac.obannon - @ - cpapracticeadvisor.com . Isaac OBannon 2019 Cropped Small Headshot