Ready to transform your busy season?

Modernize your audit practice with our secure digital confirmation platform. We’ll get you started quickly, and you can count on us if you ever need help.

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ROI Calculator

How much time and money can your firm save with Confirmation?

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Calculation Assumptions (for time savings)

  • Typical time it takes per confirmation for preparing and sending manual/paper confirmations and logging results: 12 minutes
  • Typical reconfirmation rate per confirmation, when sending manual/paper confirmations: 40%
  • Typical rate of alternative procedures for non-responses per confirmation, when sending manual/paper confirmations: 29%

Audit engagements

Confirmations per engagement

ROI Calculator

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with Confirmation

Confirmation makes your audits fast and easy

Watch now to learn how our secure audit platform helps you complete bank, legal, AR/AP, and EBP confirmations.

One centralized platform for all of your digital confirmations

Bank confirmations

Our secure, streamlined platform is the essential confirmation tool for auditors and bankers.

Fast

Receive confirmation responses within 48 hours (on average), empowering your team to manage more confirmations in less time.

Secure

SOC 1 and SOC 2 exams and a robust data-security system helped us earn the trust of more than 4,000 validated banks and departments.

Legal confirmations

Confirmation makes an efficient and secure connection between accounting firms and law firms with their mutual clients’ approval.

Trusted platform

More than 5,000 law firms around the world trust Confirmation for communication with their clients and their clients’ auditors.

Streamlined workflow

Quickly prepare confirmation requests, obtain client approvals, set deadlines, and get status updates.

Accounts receivable & payable confirmations

Efficiently confirm balances with your clients’ customers and vendors.

Fast

Quickly prepare confirmations in bulk and instantly send them out.

Easy

Our platform is easy to use. Your clients’ customers and vendors will thank you.

Employee benefit plan confirmations

Streamline communication with your clients’ employees as you confirm retirement plan participant information.

More responses

Automate email reminders and follow-ups to improve employee response.

Easy management

One platform to track hundreds of interactions with ease, including batch uploads for handling high-volume confirmations.

Get started in minutes

It’s easy to create an account and start sending confirmations through our platform.

Send confirmation requests to your client for approval

Send confirmation requests to a bank or other recipients

Track and receive responses

Hear from our clients

Confirmation has revolutionized how our firm confirms bank balances. We get our confirmations back in record time and the website is very easy to use.

Chris Newman, CPA

Senior Manager, Warren Averett CPAs and Advisors

We have found Confirmation to be an efficient tool for receiving timely and accurate confirmations. After fully adopting Confirmation for our bank confirmations, we realized significant administrative savings and have received the same feedback from our audit clients.

Sam Timothy

President and Owner, Timothy DeVolt

Whitley Penn is very happy with the services provided and will continue to use Confirmation to serve our clients with quick, efficient results.

Andy Hines, CPA

Audit Manager, Whitley Penn