Online Audit Confirmations
An Insider's Guide to Legal Confirmations Best Practices
Initiating a Ripple Effect of Positive Change
Making the shift from Client Service to Client Experience
No matter the size of your firm, everyone is looking to maximize their productivity and gain efficiencies. With Confirmation, auditors and accounting firms can simplify their audit confirmation process and adopt a single platform to manage all their audit confirmation needs.
Discover how to maximize your audit staff capacity by increasing productivity while reducing exposure to fraud for both electronic and mailed audit confirmation requests.
Experience exceptional efficiency gains with the online confirmation process.
Protects client information and improves your ability to detect potential financial fraud.
Check confirmation status, manage alerts, and search for client requests 24/7.
Client audit and bank data is centralized in one place making it easy for new auditors to reprise clients' confirmation requests from year to year
Manage the process from a single online platform to maintain control every step of the way.
Simply upload company addresses and invoice data — no more mail-merge headaches.
When needed, Confirmation can mail confirmations so you can track all requests in one place. The built-in address look-up feature helps verify mailing addresses.
Auditors can feel secure using Confirmation's network of thousands of validated responders who have gone through multiple layers of authentication and security to validate the responding company as well as verify the authorized signer.
Confirmation is committed to protecting data and reducing fraud and undergoes stringent Service Organization Control (SOC) examinations every six months.
Utilize your audit staff to capacity, and improve realization rates by managing all of your confirmations — electronic or mailed — in one place. Confirmation also stores client data allowing additional staff auditors to be brought up to speed quickly on any accounts. Additionally, you can directly integrate Confirmation with major software packages, including CaseWare Working Papers, CCH's ProSystem Engagement and Thomson Reuters Engagement CS.
Online Audit Confirmations
"With the greater time savings, workflow efficiency and security an online platform offers, I can't imagine why any firm would not want to make that transition."
Thomason Financial Resources
Brian Fox, CPA discusses common trends of sending confirmation requests to third parties, and the risk to firms that don't follow proper authentication and authorization procedures.
Alan Anderson, Founder of ACCOUNT-ability Plus, discusses a new approach for firms to manage their audit confirmations
Watch Mark Zinman, managing partner at Zinman & Company, explain how Confirmation has helped streamline their audit confirmation process and bring efficiency to their firm.
The accounting landscape is changing rapidly. In a word, complexity, defines the single greatest challenge, and opportunity, facing CPAs. Firms are rethinking their strategies for practice management, client services and talent development.
CPA.com is your primary source for taking the complexity out of moving your firm into the digital arena - enabling you to focus on growing your business with the smartest solutions in our industry.