ConfirmPilot

0 reviews

ConfirmPilot is audit confirmation software built by a former auditor. It replaces the Word letters, one-by-one Outlook emails and spreadsheet trackers that eat up busy season. Generate standard confirmation letters for banks, loans, receivables, payables, legal, custodians, fund and nonprofit confirmations from your details. Clients sign online through a secure link or return a signed PDF, and signed pages are matched back automatically. Confirmations are checked and batch-sent from your own Outlook, and nothing is ever sent twice. Follow-ups go out in the original email thread on your schedule, or automatically. Replies are matched to the right confirmation, and bounced emails and out-of-office replies are flagged rather than mistaken for responses. Review each response next to what you sent. Sent dates, follow-ups and responses are recorded automatically, with a full audit trail and a one-click export for the workpapers. Roll each engagement forward to next year in one click. Confirmation.com confirmations can be tracked alongside your email ones.