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How Technology Helps Auditors and Lawyers Reduce Risks Related to the Legal Confirmation Process

 If a company or organization is at risk of losing or winning a material lawsuit, then stakeholders should know about it, and transparency is expected. Such outcomes can impact decisions made by...

Top 5 Most Used Form Types

Most auditors use Confirmation.com to confirm assets. But what about other types of confirmations? With over xx types of confirmations now available in our system, we've seen an uptick in the types...

Confirmation.com President, Brian Fox, Once Again Makes “Top 100 Most Influential People in Accounting” List

Accounting Today has named Brian Fox, president and founder of Confirmation.com, to its 2018 class of the "Top 100 Most Influential People in Accounting." This is the fourth time Fox has notched this...

Employee Benefit Plan Implementation Kit

Why a checklist?

This simple checklist will help you use Confirmation.com to streamline Employee Benefit Plan (EBP) confirmations. It will also help guide your client, the plan administrator, and...

Sole Practitioner Sees Benefit of Electronic Confirmations

(Greg Shelton, CPA)

Sole practitioner sees benefit of electronic confirmations

Greg Shelton, CPA is a sole practitioner in Bartlett, Tennessee. He has four audit clients and sends out about 20...

Controlling Fraud Risk Within Your Company

With a Secure & Free Online Audit Confirmation Solution

With a Secure & Free Online Audit Confirmation Solution

Responding to audit confirmation requests without a secure process in place can...

How Electronic Confirmations Enable More Accurate Responses, While Saving Time and Money

(Schaffner, Knight, Minnaugh & Company)

CHALLENGE

Like many firms that use paper audit confirmations, the risk of human error is a potential problem. Human errors occur in the preparation of the...

Electronic Audit Confirmation Workflow

How a CPA Firm finds efficiency in managing audit confirmation requests. (Zinman & Company)

CHALLENGE

Sending out paper audit confirmations is tedious and takes on average 10–15 minutes per account...

Centralizing The Audit Confirmation Process

How to boost productivity for your audit team and increase savings for your firm (Clark Nuber P.S.)

CHALLENGE: Eliminating inefficiencies and reducing costs

Like most firms performing audits, about...

Confirmation Not-For-Profit Success Story

Confirmation.com's Online Audit Workflow Solution worked for Thomason Financial Resources, Certified Public Accountants - Kim Thomason, CPA, CEO

Secure Online Workflow Helps Firm Significantly...

Bank Audit Confirmation Denials

This time of year, audit confirmation denials are common. Many denials are due to the confirmation being sent to the wrong bank department. Instead of denying the confirmation, you can simply reroute...

Understanding Audit Confirmation Risks

Shared by the accounting and legal professions

Introduction

If a company or organization is at risk of losing or winning a material lawsuit, then stakeholders should know about it, and transparency...

Build a New Company Culture

Albert Einstein once said, “If the facts don’t fit the theory, change the facts.” Ask yourself, are employees engaged? Are they productive? How is their morale? Having a positive workplace...

Electronic Audit Confirmations: Leveraging Technology to Reduce the Risk of Fraud

The Journal of Forensic & Investigative Accounting published an article titled, "Electronic Audit Confirmations: Leveraging Technology to Reduce the Risk of Fraud".  The article, written by Steven A....

Social Media & Accounting Firms

We know, we know ... a lot of people wouldn't put accounting and social media in the same category. And we realize that social media isn't for everyone, or every CPA firm. But this is often a missed...

How International Confirmations Work

Since Confirmation.com is a global solution, you're able to send audit confirmations to anyone around the world. So how does this work?

Here's a few highlights that help streamline our online...

Integrate Your Purchase Card Provider with Confirmation.com to Simplify Your Reconciliation Process

Accounting firms can set up a payment card to have Level II and Level III card data transmitted to their purchase card issuer. This provides additional details on billing statements for the purpose...

The Impact of FinTech on the Banking Industry

What is FinTech?

2000 years ago, King Hieron engaged hundreds of people to launch Syracusia, a 55 meters long ship. Despite their efforts, they failed. Instead, Archimedes, built a pulley system...

Driving efficiency in employee benefit plan audit confirmations

Citrin Cooperman Certified Public Accountants & Advisors shifts from manual to an automated EBP audit confirmation workflow with Confirmation.com

Citrin Cooperman CPAs and Advisors, a large firm...

The Benefits of Online Audit Confirmations for Banks

Getting bank confirmation responses is a central element of the audit process.

Do you know if your department is maximizing efficiencies by completing all confirmation requests electronically? It's...

Client Success Story: Advancing Workflow

For more efficient and secure audit engagements

How an ongoing partnership with Confirmation.com helps a firm continually achieve higher levels of audit workflow efficiency.

Katz, Sapper & Miller...

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