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.

ROI Calculator

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

Audit engagements


Confirmations per engagement


15.0
14.5
14.0
13.5
13.0
12.5
12.0
11.5
11.0
10.5
10.0
9.5
9.0
8.5
8.0
7.5
7.0
6.5
6.0
5.5
5.0
4.5
4.0
3.5
3.0
2.5
2.0
1.5
1.0
0.0

without
詢證函

with
詢證函

 
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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
  • 寄發手動/紙質詢證函時,每份詢證函的一般重新詢證函率:40%
  • 寄發手動/紙質詢證函時,對於每份詢證函不回覆的其他程序一般比率:29%

with Confirmation

Confirmation makes your audits fast and easy

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

One centralized platform for all of your digital confirmations

銀行詢證函

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

迅速

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

安全

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

Accounts receivable & payable confirmations

Efficiently confirm balances with your clients’ customers and vendors.

迅速

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.

Get started in minutes

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

1

Send confirmation requests to client for approval

2

Receive client authorizations

3

Send confirmation requests to banks 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

高級經理

"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

"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

審計