Workflow automation in the accounting profession can provide increased levels of security and save you time. However, many firms still maintain processes and procedures that require a high degree of manual work.
Ready to start sending more confirmation types through the Confirmation platform and take advantage of its reporting tools?
Our advanced user training session builds on our new user training. By attending, you’ll:
- Learn the benefits of using a secure platform for all confirmations
- Learn how to manage existing client accounts
- Examine advanced confirmation types, including legal and accounts receivable
- Learn how to utilize reporting tools and other advanced functionality
A member of the Confirmation team will provide an instructional demo and offer best practices about Confirmation's features to help you navigate the platform. Plus, you can participate in a Q&A session with our team.
IMPORTANT NOTE: Once you've completed your registration, please click on the "Add to Calendar" button to add this event to your calendar. This will ensure you can access the training link on your chosen date.