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 …READ MORE
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…READ MORE
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…READ MORE
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 …READ MORE
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…READ MORE
- 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…