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ONE PLATFORM for all your audit confirmations. 855.855.5CPA | CPA.com CPA.com – an AICPA Company

ONE PLATFORM - cpa.com · ONE PLATFORM for all your audit confirmations. CPA.com – an AICPA Company 855.855.5CPA | CPA.com

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Page 1: ONE PLATFORM - cpa.com · ONE PLATFORM for all your audit confirmations. CPA.com – an AICPA Company 855.855.5CPA | CPA.com

ONE PLATFORMfor all your audit confirmations.

855.855.5CPA | CPA.comCPA.com – an AICPA Company

Page 2: ONE PLATFORM - cpa.com · ONE PLATFORM for all your audit confirmations. CPA.com – an AICPA Company 855.855.5CPA | CPA.com

Experience efficiency gains — Send confirmations to validated responders and save 50% of your audit staff’s time. Receive responses in 24-48 hours with a 100% guaranteed response rate.

Improve fraud protection — The system’s communication channel protects clients’ information and improves your ability to detect potential financial risks.

Protect privacy and data — Confirmation.com undergoes all three Service Organization Control (SOC) examinations every six months, has received an ISO 27001 certification for the service, and is TRUSTe Privacy certified.

Take advantage of mobile access — Conveniently access confirmation data on the go, at any time and from anywhere on your mobile device. Check confirmation status, manage alerts and search for client requests 24/7.

Access data in one location — Client audit and bank data is centralized in a single location within the system, making it easy for new auditors to reprise confirmation requests from year to year.

Transition from a manual process to digital efficiencyManual processes do not fully support today’s demand for a highly secure and efficient workflow. If your firm is still adhering to a manual process, you are not working at peak efficiency and are likely not providing the highest level of service to your clients.

Confirmation.com is the leading solution to drive efficiency and cost-savings, elevate client service and protect your firm from fraud via its advanced validation capabilities. The solution elevates your confirmations to a highly efficient digital workflow, while also supporting confirmation requests that need to be mailed.

CONFIRMATION.COM Don't let audit confirmations delay your audit Chasing after confirmations to prevent audit delays is not the best use of staff time, and certainly not good for your bottom line. Confirmation.com is the profession’s most advanced online audit confirmation tool — designed to meet the unique needs of accounting firms and auditors. The system enables you to easily initiate and manage all

your audit confirmation requests within a highly secure platform. Built-in validation functionality ensures reliability of audit data, reducing exposure to fraud and boosting process efficiency. Confirmation.com is packed with features and functionality to support an end-to-end, streamlined workflow — the ideal solution for today’s progressive firms.

Regular SOC audits ensure data is always secure.

855.855.5CPA

Experience the value ... Enjoy easy batch upload — Simply upload

company addresses and invoice data — no more mail-merge headaches.

Manage mail confirmations — When needed, Confirmation.com can mail confirmations so you can track all requests in one place. The built-in address look-up feature helps verify mailing addresses.

Control the process — Manage the audit confirmation process from our single online platform to maintain control every step of the way.

Page 3: ONE PLATFORM - cpa.com · ONE PLATFORM for all your audit confirmations. CPA.com – an AICPA Company 855.855.5CPA | CPA.com

The world's leading AUDIT CONFIRMATION SOLUTIONConfirmation.com offers an all-inclusive solution to handle your confirmation process from start to finish. Our audit confirmation process includes:

Support for electronic and mailed confirmation requests No one system includes every entity, so use the In-Network service for validated entities (e.g., banks, companies and law firms) wherever you can, and use the Out-of-Network service for everything else.

Ability to handle all your confirmation requests The system offers over 60 types of confirmations ranging from asset, liability, legal, derivatives, securities, trust accounts and more.

Unprecedented data security Confirmation.com operates in a highly secure and controlled environment to protect privacy and confidentiality of our users’ data.

CPA.com/Confirmation

HANDLE ALL CONFIRMATIONS in a single, secure place.

HANDLES MULTIPLE CONFIRMATION TYPES:asset, liabilities, legal, securities, derivatives and more.

SECURE PLATFORM

HANDLES ELECTRONIC & MAILED confirmation requests.

Page 4: ONE PLATFORM - cpa.com · ONE PLATFORM for all your audit confirmations. CPA.com – an AICPA Company 855.855.5CPA | CPA.com

PRAISE for Confirmation.com

“There’s a feeling of confidence knowing that when a confirmation goes out, it’s going to the right contact, and we’ll get it back quickly. Confirmation.com has completely changed the game here at Wiss. We run a true paperless operation and enjoy improved efficiency and less stress.”

– Craig Erickson, CPA Audit Partner, Wiss & Company LLP Accountants and Consultants

Learn how Confirmation.com helps deliver on-time audit reports, manages risk and keeps your clients happy within one powerful solution.

CPA.com/Audit-Confirmations

CALL: 855.855.5CPA

CONTACT US TODAY Tap into our RESOURCESand learn how to streamline the audit confirmation process.

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