Manage all your engagements in one platform
All clients in one dashboard. They submit, you review. Standardized workflow. Recurring engagements regenerate automatically.
Sound familiar?
Partners and managers at firms of all sizes tell us the same story:
"Every client uses something different"
"Drowning in evidence requests via email"
"TeamMate is from 2005"
"Rebuild engagement structure manually each year"
What we're not
Not a practice management tool
We don't do timesheets, billing, or resource scheduling.
Not a traditional audit workpaper system
We're purpose-built for the client collaboration layer.
Not client-facing compliance software
We connect to your clients—they don't run their own instance.
What we are
The Confirm Solution
Everything you need to modernize your audit practice
Unified Client Dashboard
All your clients in one view. See engagement status, evidence progress, and outstanding items across your entire practice.
Hands-Off Engagement Regeneration
Recurring engagements regenerate automatically. No manual setup each year. Your workpapers carry forward.
Standardized Evidence Workflow
Clients submit evidence directly. Review, comment, and approve in a consistent workflow across all engagements.
White-Label Reports
Generate professional deliverables with your firm branding. Export complete evidence packages for your files.
Patent-Pending Technology
Define Once.
Execute Forever.
Stop rebuilding engagement structures for recurring clients. Our deterministic execution engine preserves your exact setup across audit cycles.
Same workpapers. Same evidence requests. Same workflow. Zero manual configuration.
All Clients, One View
See every engagement's status at a glance across your entire practice
Engagement Templates
Create once, deploy to any client—consistency across the practice
Auto-Regeneration
Recurring engagements spin up on schedule—you focus on the work
3 engagements auto-regenerating next quarter
Prior period at your fingertips with EvidenceLink™
No more digging through last year's workpapers. EvidenceLink™ automatically connects prior period evidence to current engagements.
See what changed at a glance. Focus your testing on what matters. Cut review time dramatically.
Prior period evidence linked • Quick review recommended
Changes detected • Full review recommended
No prior period • Full review required
Simple Process
How It Works
From client onboarding to recurring engagement in four steps
Onboard Clients
Invite clients to their dedicated workspace in minutes
Request Evidence
Standardized requests go directly to your client's dashboard
Review & Approve
Comment, request changes, and approve—all in one place
Auto-Regenerate
Next year's engagement spins up with structure and history intact
Ready to modernize your practice?
Join the Confirm early access program for audit firms.
Request Firm Access