Resources

Here you’ll find posts on a mix of topics, including how your peers use Confirmation, notes on popular platform-usage topics, training session registration, and more.

Case studiesHow-to guidesInsights

Case Study: Audit Firm Gets Accurate Responses Using Digital Conf...

Challenge  Like many firms that use paper audit confirmations, the risk of human error is a pot...

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Case Study: How Zinman & Company Manages Audit Confirmation ...

Electronic audit confirmation workflow: Zinman & Company get efficient with the Confirmation pl...

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Case Study: Interactive Brokers Automates Confirmation Responses ...

How Interactive Brokers, a giant in the online broker space, uses an API to enable instant, automat...

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Case Study: How a Confirmation Increases Audit Efficiency at Thom...

As a sole practitioner, Kim Thomason serves the non-profit sector almost exclusively, completing an...

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Case Study: How CohnReznick Group Gained Big Efficiencies on Conf...

Implementing a centralized confirmation program streamlined the firm's auditing process The Coh...

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Case Study: A Top 15 U.S. Bank Saves Time and Money by Going Digi...

Today’s banks and other financial institutions worldwide face a variety of challenges, including ...

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Case Study: Sole Practitioner Greg Shelton, CPA, Benefits from El...

Greg Shelton, CPA, is a sole practitioner in Bartlett, Tennessee. He has four audit clients and sen...

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Case Study: Centralizing Audit Confirmations at Clark Nuber P.S.

How to boost productivity for your audit team and increase savings for your firm. A case study with...

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