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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If you only want to receive emails for completed confirmations and not every day that it is pending, here’s how to update your email notification settings.

1.  Click User Profile in the right-han…

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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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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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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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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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