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.

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How One Person Manages More Confirmations in Less Time at Lane Go...

Lane Gorman Trubitt, LLC (LGT) is a full-service accounting, tax, and assurance firm based in Dalla...

How Top 50 U.S. Firm Rehmann Is Pursuing the Audit of the Future

Rehmann is a top 50 firm (#38 on the 2018 Accounting Today list) with 24 offices across Michigan, O...

Training Sessions

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Audit Firm Gets Accurate Responses Using Digital Confirmations

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

How Zinman & Company Manages Audit Confirmation Requests wit...

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

Interactive Brokers Automates Confirmation Responses and Gets Bac...

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

How a Confirmation Increases Audit Efficiency at Thomason Financi...

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

How CohnReznick Group Gained Big Efficiencies on Confirmations

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

A Top 15 U.S. Bank Saves Time and Money by Going Digital

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

Sole Practitioner Greg Shelton, CPA, Benefits from Electronic Con...

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

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...