Getting Started
Before you can upload data to Validis, your Auditor or Relationship Manager must invite you to join an Engagement.
You will receive an email invitation with a unique activation link. Please click on the link to finish the Validis sign-up process. If you are uploading for multiple companies, you only have to accept the invitation provided in the initial email.
Accepting the Email Invitation
Each email invitation will contain an activation link however, your invitation may not look the same as the one below because they can be customized. You MUST click the activation link to complete the Validis sign-up process.
Creating your Account
In this step, you will need to enter your contact information. Please submit your information for the following fields:
- Title (optional)
- First Name
- Last Name
- Password
- Telephone Number (numbers only)
Passwords must contain a minimum of 8 characters of uppercase letters (A through Z), lowercase letters (a through z), base 10 digits (0 through 9), and special characters limited to the following: ~ ! @ # $ % ^ & * _ - + = ` | ( ) { } [ ]:; " ' < >, .?
Select Activate once you are ready to continue.
Accepting the Terms & Conditions
After signing into the portal for the first time, you may be prompted to accept an End User License Agreement (EULA) and/or Other Consents
Please read the EULA and scroll to the bottom of the pop-up to Accept.
You are now signed up and ready to use Validis!
For more information on uploading your accounting package, please click on this link, which will direct you to our step-by-step upload guides.