Frequently Asked Questions

Confirmation complies with international, national, and local audit standards. Learn more about how our service complies with each of the governing bodies.

Follow this 5 step process:

1.    Create your client profile

2.    Select responding parties and add your requests

3.    Obtain client authorisation

4.    Initiate your confirmations and await response

5.    Download the completed confirmations

Learn how to send confirmations electronically to a Confirmation In-Network responder.

Download the Confirmation User Guide

Our average response time for In-Network responders is 48 hours for banks and financial institutions, and approximately 2 weeks for law firms. For Out-of-Network requests, the response time is longer and will increase during peak times. Responders complete confirmations in the order they are received, so if you have a tight deadline, we recommend sending them early. You can send requests in advance of your audit’s year end date.

If you send a confirmation with an error (for example, the wrong ‘As of’ Date), you can ‘Recall’ it if the responder has not yet started work on it. Watch the video above on how to recall a confirmation. If the confirmation cannot be recalled, contact customer support. You must resubmit your confirmation with the correct information. You can do this either before or after you recall the incorrect one.

If you receive a confirmation with errors or omissions, you can ‘Re-confirm’ this with the responding entity. Re-confirmations are free of charge and are prioritised in front of new requests that the responder receives. View the video on ‘Re-confirming a confirmation’ at the top of this page.

Changes to client signers must be made at the Client Profile and updated on the Accounts – otherwise, the authorisation request cannot be sent to the new signer.

The Engagement Number is your audit firm’s internal reference code relating to the audit client used to track time and expenses relating to that client. This is useful for tracking expenses as it will be displayed on certain billing reports.

Certain forms, such as asset or liability forms, refer to ‘Account ID’. This is the unique account identifier or account number relating to the account you want to confirm.

There are no license or sign up fees for using Confirmation; auditors only pay for confirmations they send. By default, users will be required to pay at the point of initiating a request to a responder. We offer two credit card payment methods:

Individual Credit Card

Charges are made to the individual user.

Office Credit Card

Firms can link a central credit or debit card to one or more offices.

We have office billing arrangements available suitable to firms that want to gain additional efficiencies in processing confirmations. Office billing requires a nominated supervisor to manage the arrangement.

Download Billing Options

Download Supervisor Guide

Download Billing Form

Download Payment and Billing Reconciliation Overview