Confirmation on-demand
accounting firm new user training
Are you ready to save time on each confirmation request? We're here to help you learn more about our platform so you can use all its features.
- The benefits of using a secure platform for all confirmations
- How to log in and view the Confirmation dashboard
- How to set up a new client and obtain client authorization
- How to initiate confirmations to send to third parties using Confirmation
- How to retrieve confirmation responses and run basic reports
A member of our team will provide an instructional demo and offer best practices about the features in Confirmation to help you navigate the platform. Register today!