This series guides new Confirmation.com users through the steps that have proven to lead to successful use of the Confirmation.com platform.
There are no license or sign up fees for using Confirmation.com – 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.
Firm Wide Credit Card Authorisation Form
Client profiles that have been previously setup on Confirmation.com will have a specific audit user assigned as the responsible party to these client profiles. This audit user is referred to on Confirmation.com 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 Confirmation.com 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 Confirmation.com administrator or alternatively contact CQS Confirmations Support at firstname.lastname@example.org.
Roll Forward Client Profile
Forms on Confirmation.com 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.
SOC reports examine controls over the services provided by service organisations.
SOC 3 Report
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
There are many ways you can get help on Confirmation.com.