| Getting Started with

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Getting Started with

As a valued client, your success is our priority. This page provides resources that will enable you to successfully use to start working smarter and faster in no time.

Getting Started

Getting Started in 6 Easy Steps

This series guides new users through the steps that have proven to lead to successful use of the platform.

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.

Billing Options

Supervisor Guide

Firm Wide Credit Card Authorisation Form

Client profiles that have been previously setup on will have a specific audit user assigned as the responsible party to these client profiles. This audit user is referred to on as the lead auditor. These client profiles can be rolled forward year on year to other users within the same audit firm, without having to recreate the form templates previously setup. The lead auditor or the firm administrator user has the ability to transfer these existing client profiles to different users within the same firm.

It is important for users to consult internally with audit colleagues to enquire whether client profiles have previously been created and already exists, prior to creating a new client profile.

If a user is unsure as to who the lead auditor is on an existing client profile, they can consult with their firm’s administrator or alternatively contact CQS Confirmations Support at

Roll Forward Client Profile

Forms on can either be broken up into individual form types; asking the bank for specific account / product information or on a consolidated basis asking the bank to perform a comprehensive search of their records for all client dealings. The form structure used is bank dependant.

Individual Forms

Depending on how information can be extracted from the bank systems, a form can be set up in 2 ways:

  • Individual account basis - The bank can only extract form details on an individual account basis. Auditors will therefore need to set up each account number as a separate form of the form type.
  • Entity wide basis - The bank can extract form details on an entity wide basis. Auditors can therefore send a single form of the form type using a main account number. As information is supplied on an entity wide basis all other account numbers do NOT need to be supplied.

Guide on How Banks Respond per Form Type

Specific Bank Responder Instructions to Auditors

SOC 1, SOC 2, and SOC 3 Examinations

SOC reports examine controls over the services provided by service organisations.

SOC 3 Report

ISO 27001 Certification

The standard specifies the requirements for establishing, implementing, operating, monitoring, maintaining and improving a documented ISMS within the context of an organization's overall business risks.

View our ISO27001 Certificate

TRUSTe Certification abides by the EU Safe Harbor framework as outlined by the European Union and the U.S. Department of Commerce as certified by the Internet's most trusted and strictest third-party privacy policy issuer TRUSTe. Support

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