Accounting Firm New User Training

Confirmation on-demand

accounting firm advanced 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!

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