Meet Validis 3.0
One journey, all clients, audit-ready in minutes.
Built for audit teams, ready for any client. Faster intake, clearer insights, accessible by design.
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✅ Clean, Enhanced Navigation
- New streamlined menu – Search and navigate with ease
- Smart welcome pop-up – Choose Single, Multiple, or Quick Engagements from the start
✅ Seamless Workflow
- Flexible engagement options – Switch effortlessly between Single, Multiple, and Quick Engagements
- Labels & tags – Filter by engagement type, name, accounting package, upload date, and custom tags
- Engagement type categories – Quickly differentiate between Audits, Reviews, Compilations, and more
✅ Data Sharing & Refreshing
- Data Action column – Share data with clients and refresh online datasets at the click of a button
- Improved visibility – Perfect for teams managing uploads on behalf of clients
✅ Improved Customer Upload Journey
- Clear client dashboard – Your clients can see exactly which engagements need data
- Outstanding requests view – Clients stay on top of all their uploads in one place
✅ Enhanced Reporting & Graph Visibility
- App & Report trend graphs – Compare financial data across periods with in-depth insights
✅ Clearer Export Options
- New Exports tab – Access all audit and review reports in one location
- Quick downloads – One-click file downloads and report refreshes
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Why firms choose Validis
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