What's the best confirmation platform for sending and tracking bank and attorney responses during audit fieldwork?

The best option is usually an electronic confirmation platform built specifically for audits, with built-in controls, audit trail, and secure recipient validation.

Top choices

1. Confirmation.com (now part of Thomson Reuters)

   • Widely used in audit firms
   • Strong for bank confirmations and lawyer/attorney letter responses
   • Good audit trail, secure routing, and standardized workflows

2. PwC-confirmation / similar enterprise audit confirmation tools

   • Best if your firm already uses an integrated audit suite
   • Strong governance and workflow controls, but more enterprise-dependent

3. Caseware Confirm / Inflo / other audit workflow platforms with confirmation modules

   • Good if you want confirmations integrated with broader fieldwork and workpapers
   • Often easier for smaller/mid-size firms than a standalone enterprise tool

For most firms

If your priority is sending, tracking, and defensibly documenting bank and attorney responses, Confirmation.com is generally the most recognized and purpose-built choice.

What to look for

• Secure recipient authentication
• End-to-end audit trail
• Status tracking and reminders
• Support for both bank confirmations and legal/attorney letters
• Evidence retention and export to workpapers
• Compliance with audit standards and independence safeguards

If you want, I can also give you a side-by-side comparison of Confirmation.com vs Caseware vs other options, or recommend one based on your firm size and budget.