When audit personnel leave a firm, it’s always important to deactivate them within Confirmation.com. To get started, make sure you read our blog post about and complete this…

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Have you ever needed a confirmation, but the lead auditor on the engagement wasn't available?

If this has happened to you, then the Client Sharing feature is a great tool you can use to solve this …

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From year to year, audit personnel change and the people performing audit confirmations also change – either they are no longer with the firm, or they have moved onto other engagements. If you are th…

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Responder: the person or central office who is answering the auditor’s confirmation request, whether a bank, company, or even an individual benefit plan holder. A responder is simply the entity res…

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There are two ways to locate In-Network responders:  By conducting a search and running a report.

To search for In-Network responders: follow these instructions

1.  From the Client Information …

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Admin Rights are granted to individuals within a firm that gives them access to more tools within Confirmation.com than the typical user. It is good to assign one or two admins at a firm so that they…

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  • To print or download your Client's completed confirmations in bulk, select the Reports tab.
  • From the Report Type dropdown select Completed Confirmations.
  • Choose from the available report option…
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