In order to streamline your application process, we offer you the ability to quickly and securely link your financial information through our application portal, powered by Validis.
Validis is a secure on-line service. The tool enables our customers to submit accounting information securely online, without the need to produce any paper versions at all.
The process of uploading and supplying accounting information takes a matter of minutes. All you need to do is log in and follow the instructions on the screen.
If you have forgotten your password, please use the “forgotten password” link.
To learn more about Validis, please go to www.validis.com.
Benefits to You
Our secure portal is user-friendly and will only take a few minutes to log in and submit your accounting data. This will free up the time you’d normally spend compiling financial information. Our third-party service provider has ensured that all your data is encrypted and protected to the highest security standards.
Current Accounting Software Connectors
- QuickBooks Desktop
- QuickBooks Online
- Sage 50 (Peachtree)
- Sage 300 AccPac
- Microsoft Dynamics Great Plains
- Microsoft Dynamics Navision (NAV)
- Xero
Your 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 are having any technical difficulties with the upload please contact Bank Verification at 844-546-4722.
Our goal is to streamline the underwriting process and reduce the overall amount of work required by you so that you can receive your funds as fast as possible. Please let us know if you have any additional questions. Thank you for your participation and we look forward to continuing to improve your customer experience.
Security
The below gives you a quick visual to help you understand how Validis protects your client’s information through the sign-up, data upload, data transmission, and storage/retrieval process. At Validis data security is our top priority. We are an ISO27001 certified organization. In conjunction with Amazon Web Services (AWS) we maintaining the highest level of security. AWS is ISO/IEC27001 & SOC 3 certified which covers all of the North American Data Centers used by Validis.
Legal Disclaimer
The information contained in this electronic message is legally privileged and confidential under applicable law, and is intended only for the use of the individual or entity named above. If the recipient of this message is not the above-named intended recipient, you are hereby notified that any dissemination, copy or disclosure of this communication is strictly prohibited. Please note that our systems have content filtering software. If you have received this communication in error, please notify the receptionist at [xxxxxxxx], and purge the communication immediately without making any copy or distribution.
We hereby inform you that this communication and any attachments hereto are not intended or written by to be used and should not be used by any person for the purpose of avoiding any federal, state or local tax penalties.
Electronic Data Communication and Storage and Use of Third-Party Service Provider
In the interest of facilitating our services to you, we may send data over the Internet, store electronic data via computer software applications hosted remotely on the Internet, or allow access to data through third-party vendors’ secured portals or clouds. Electronic data that is confidential to you may be transmitted or stored using these methods. We may use third-party service providers to store or transmit this data, such as providers of tax return preparation software. In using these data communication and storage methods, our firm employs measures designed to maintain data security. We use reasonable efforts to keep such communications and data access secure in accordance with our obligations under applicable laws and professional standards. We also require our third-party vendors to do the same.
You recognize and accept that we have no control over the unauthorized interception or breach of any communications or data once it has been sent or has been subject to unauthorized access, notwithstanding all reasonable security measures employed by us or our third-party vendors. You consent to our use of these electronic devices, applications, and the submission of confidential client information to third-party service providers.
