Audit confirmation letter redaction is the removal of third-party personal data from a confirmation kept under ISA (UK) 230. That standard, issued by the FRC, governs the engagement file an examiner assembles. anonym.plus marks each identifier on your device, so the confirmed balance stays while the named contact goes.
When this applies
A bank or customer confirmation names a contact, an account, and a balance. You strip the contact and account before the letter joins the binder.
How anonym.plus handles it
- Open the letter in anonym.plus on your device.
- Built-in OCR reads a scanned, signed reply.
- The app marks the contact name and account line.
- Keep the confirmed balance and date intact.
- Replace or mask the confirmed identifiers.
- Save the clean letter locally.
What you need to provide
- The confirmation (PDF, scan, or DOCX).
- An operator (Replace keeps the reply readable).
- Optional batch for a folder of replies.
PII & financial identifiers detected
| Category | anonym.plus entity type | Example |
|---|---|---|
| Names | PERSON | bank officer Peter Lund → [CONTACT] |
| Financial | UK_BANK_NUMBER | confirmed acct 7782 → [ACCOUNT] |
| Sort code | UK_SORT_CODE | 40-12-19 → [SORT] |
| Contact | EMAIL_ADDRESS | p.lund@example.co.uk → [EMAIL] |
| Org | ORGANIZATION | First Bank plc → [BANK] |
| Money | MONEY | balance £96,000 → [AMOUNT] |
Compliance achieved
- Aligns with the file duty in ISA (UK) 230.
- Strips third-party contacts while the confirmed figure stays.
- Offline work keeps the reply inside your practice.
Anonymise confirmation letters offline — see plans & start free →
Limitations & cautions
ISA (UK) 230 wants the file to support the conclusion reached. Keep the confirmed balance and date; remove only personal data. The app marks identifiers, not the evidence value.
Frequently asked questions
Can it read a scanned, signed reply?
Yes. On-device OCR reads the image, then marks the contact, email, or account on the page so you can clear it.
Will the confirmed balance survive?
Yes. Allow-list the balance and date. Only the contact and account data are marked.
Is the reply uploaded?
No. The app is fully offline, so the confirmation stays on your device.