Creating a Data Request Project

Before creating a data request project for a client, the client should be added to CCH iFirm Contacts. You cannot add a client from the Validate application.

To create a new data request project, do the following:

  1. Click New Project on the Project dashboard page.

    2. Tip: To go to the Project Dashboard page from any other page in the Validate application, click Validate under the Firm Applications menu on the left side of the CCH iFirm home page.

  2. Begin typing the client name or ID in the Client name box. As you type, the application displays a list of client names that are at least partial matches for the text you've entered. When you see the correct client name, click it in the list.
  3. Enter a name for the project. The name you enter here will display on the Project dashboard page.
  4. Select the year-end date for this project.
  5. Select a project due date.
  6. Click Create. The new project is added to the Project dashboard page.

You are now ready to begin submitting requests for this project.