Basic Workflow Using CCH iFirm Validate

The general workflow for using CCH iFirm Validate is as follows:

1. Verify that your client exists in CCH iFirm Contacts.
2. Create a new data request project.
3. Create and submit requests for the project.
4. Monitor the status of requests on the project's main page for each project.
5. Review the reports as requests are completed.

Note: To delete a project that does not contain any active requests, click in the Actions column for the item, and then select Delete.