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…
READ MOREHave 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 MOREFrom 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 MOREResponder: 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 MOREThere 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 MOREAdmin 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…