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Validis - Client Messaging

We know that your time is valuable and have invested in a new technology that we believe will reduce the amount of time that you would normally spend preparing and supplying documents and reports that we request from you.

 

Using the push technology of Validis, you will initiate and grant access to a brief connection allowing our software to share a “read-only” snapshot of your accounting data.  This will save you a considerable amount of time and help us create an accurate, in-depth financial picture of your business.

Benefits to You

  • This simple and secure portal is user-friendly and only takes a few minutes to submit your financial data.

 

  • This will free up much of the time you normally spend compiling the financial information that we require.

 

  • All your data is encrypted and protected to the highest security standards.

 

  • Data is purged from the system upon completion of the engagement process to maintain security.

Your Role in the Process

  • Watch for an email and click on the secure link contained in the message.

 

  • Follow the simple on-screen instructions to sign on to the portal and submit your data.

 

  • If you have any questions or difficulties, we can walk you through the process.

 

 

 

 

 

Data Security

The below gives you a quick visual to help you understand how the tool protects your information through the signup, data upload, data transmission, and storage/retrieval process. At our company data security is our top priority. The tool is sourced from an ISO27001-certified organization.  In conjunction with Microsoft Azure, the tool maintains the highest level of security.

Microsoft Azure is ISO/IEC27001 & SOC 2 certified which covers all the data uploaded to and used by Validis.

                             

 

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