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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Case Study: How One Person Manages More Confirmations in Less Tim...

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

Case Study: How Top 50 U.S. Firm Rehmann Is Pursuing the Audit of...

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

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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...

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

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

Case Study: Interactive Brokers Automates Confirmation Responses ...

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

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...

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

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

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 ...

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...

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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