A few of our most common questions about using our system

 Support Videos


Auditor Welcome Video
Step 1: Adding a New Client
Step 2: Adding Client Accounts
Step 3: Requesting Client Authorization
Step 4: Initiating Confirmations
View & Download Confirmations
Re-Confirming a Confirmation
Recalling a Confirmation
Client Authorization Process
Legal Confirmations for Auditors
Legal Confirmation Setup


Support Questions

Within the application

Just look for the orange Need Help? tab on the right margin of the screen after you log into your account.

Contact customer support

Locate your region's support contact details.

Our average response time for In-Network responders is 48 hours for banks and financial institutions, and approximately 2 weeks for law firms. For Out-of-Network requests, the response time is longer and will increase during peak times. Responders complete confirmations in the order they are received, so if you have a tight deadline, we recommend sending them early. You can send requests in advance of your audit's year end date.

You should select the form type based on the product type you are looking to confirm (e.g. asset, liability etc). The Consolidated form type should be used when you want to perform a comprehensive search of the responder's records based on a single account number for an entity. Only one Consolidated request should be submitted per entity per bank (this will cover multiple accounts in one request). Individual confirmations (e.g. asset or liability) should have a separate request for each account.

If you send a confirmation with an error (for example, the wrong 'As of' Date), you can 'Recall' it if the responder has not yet started work on it. Watch the video above on how to recall a confirmation. If the confirmation cannot be recalled, contact customer support. You must resubmit your confirmation with the correct information. You can do this either before or after you recall the incorrect one.

If you receive a confirmation with errors or omissions, you can 'Re-confirm' this with the responding entity. Re-confirmations are free of charge and are prioritised in front of new requests that the responder receives. View the video on 'Re-confirming a confirmation' at the top of this page.

Changes to client signers must be made at the Client Profile and updated on the Accounts - otherwise, the authorisation request cannot be sent to the new signer.

The Engagement Number is your audit firm's internal reference code relating to the audit client used to track time and expenses relating to that client. This is useful for tracking expenses as it will be displayed on certain billing reports.

Certain forms, such as asset or liability forms, refer to 'Account ID'. This is the unique account identifier or account number relating to the account you want to confirm.

There are no license or sign up fees for using – auditors only pay for confirmations they send. By default, users will be required to pay at the point of initiating a request to a responder. We have office billing arrangements available suitable to firms that want to gain additional efficiencies in processing confirmations. Office billing requires a nominated supervisor to manage the arrangement.

Download Billing Options

Download Supervisor Guide

Download Billing Form

If your question is not listed above, or you need more assistance, reach out to our Customer Support at +44 (0) 203 770 5450 or weekdays 9.00 am - 5.30 pm (GMT).


One platform for all your audit confirmations

Auditors send millions of requests worldwide to their clients' banks, law firms and suppliers. Online confirmations make this process simple.

  • Access our server from anywhere
  • Protect your clients against fraud
  • Receive fast turnarounds on confirmations
  • Easy-to-use interface
  • Access our server from anywhere
  • Protect your clients agains fraud
  • Receive fast turnarounds on confirmations
  • Confirmation types
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