Engage

The complete client experience. All in one platform.

‍

Transform how clients and auditors work together with a secure, unified platform for collaboration, document management, verified data, and AI-powered insights.

Book a demo

trusted IN over 150,000 AUDITS by companies like

Engagement Workspace

Designed by auditors, for real-world audit workflows

User interface showing PBC lists with folders and files on the left, and an 'Import from CSV' dialog on the right for bulk uploading CSV files with a warning about replacing current spreadsheet content.

Engagement Experience & Coordination

Smart Inbox

Clients see exactly what requires action. Requests, signatures, and authorisations are all in one place.

Multi-Entity Management

Audit teams view and switch between multiple entities instantly with clear separation of data.

Drag and Drop Document Uploads

Upload entire folder structures or large files up to 5GB in a single action.

Dashboard showing Excel Integration on the left with a spreadsheet and a pointer highlighting a queried cell, and on the right a Command Center with a cash verification workbook creation status and executive summary of reviewed transactions.

Document Review and AI Collaboration

In-Platform Document Viewer

Review Excel, PDFs, and Word files without downloading. Tag documents as Accepted or Rejected.

Raise Query Items

Highlight file regions, assign follow-ups, and track resolution directly in context.

AI Review Agent

Summarise documents, identify issues, compare files, and accelerate review with natural language prompts.

User interface showing an email input with 'Invite client' button, options to message client, CEO and auditor signatures with timestamps, and a digital signature authorized by Sarah Swaine.

Electronic Signing

Built-in Digital Signing

Send and track signature requests with a full audit trail, eIDAS compliance, and mobile-optimised client experience.

Dashboard showing engagement insights including complete requests with 98% deadlines met, average time in business days ranging from 12.8 to 1.8 days, audit section analysis with categories and counts, and weekly activity graph of request volume with auditor.

Request Creation and Collaboration

Status Lifecycle and Tracking

Clear request statuses show ownership, progress, and blockers at a glance, helping teams prioritise work, reduce follow-ups, and keep audits on track.

Messaging and Audit Trail

Threaded conversations, private notes, and a complete log of all interactions.

Request and Folder Templates

Auto-create request lists from firmwide templates, roll forward prior year lists, and maintain consistent structure.

Flowchart showing SME Limited folders connected to accounting data ingestion, which links to HSBC Bank authorization with digital signature and account information.

Verified Data Integrations

General Ledger and Subledger Ingestion

Connect accountingsystems to pull structured GL data directly into requests.

Verified Transactions Connectivity

Client authorises bankconnections to receive verified balances and transactions in real time.

Engagement Insights

Real-Time Dashboards

Track activity, request completion, confirmations, signing, and data ingestion across all engagements.

Entity Efficiency Reporting

Understand turnaround times, bottlenecks, and trends at entity or group level.

Get Started

USE Case

A better audit experience for every type of engagement

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

PBC and Collaboration Requests

Manage complete request lists with clear statuses, priorities, deadlines, assignments, and messaging.

Multi-Entity Audits

Switch between entities, coordinate teams, and track progress across group structures with full visibility.

Year-End, Limited Assurance, and Reviews

Standardised workflows and templates keep engagements consistent across service lines.

Control and Compliance Work

Track evidence, actions, and approvals with full traceability for regulatory and internal audit needs.

Confirmation Workflows

Access end-to-end confirmation creation, tracking, and provider connectivity from the same platform.

Big 4 & Global Firms

Scale efficiently with enterprise workflows, multi-office visibility, and API integrations, supported by AI-powered insights that surface delays, bottlenecks, and risk trends across engagements.

Mid-Tier & National Firms

Standardise quality and reduce manual effort with templates, structured requests, and AI-assisted document review that helps teams identify issues faster and focus senior time on judgement, not administration.

Boutique & Regional Firms

Deliver a modern, intuitive client experience with built-in signing, collaboration, and data verification, while using AI to speed up document review, highlight gaps, and reduce time spent chasing information.

Internal Audit & Fund Auditors

Leverage verified data, AI-driven analysis, and structured collaboration to support continuous monitoring, identify anomalies earlier, and produce clearer, more timely reporting.

External Audit

Collaborate with clients in real time, access verified data, and accelerate file completion.

Tax & Accounting

Request evidence, track responses, and review documents with AI-powered tools.

Infosec & Compliance

Manage workflows, chase outstanding items, and maintain consistent delivery across teams.

Internal Audit

Upload documents, respond to requests, sign items, and authorise connections through a guided, easy-to-use workspace.

Digital Transformation and Innovation

Integrate Engage into wider firm systems using Circit's API Developer Portal.

IMPACT

Built for clarity, control, and collaboration at scale

A single place for everything

Give clients and audit teams one shared platform for PBC lists, document uploads, request tracking, confirmations, signing, and data ingestion. No more email threads or lost files.

Higher quality, faster delivery

Structured workflows, status tracking, automated reminders, and real-time insights keep audits on track and reduce back and forth.

AI-powered productivity

Automate document review, raise queries in context, spot issues early, and unlock instant insights with the AI Review Agent and Control Room.

A better client experience

Clients know exactly what is needed and by when. A smart inbox, clear task lists, and guided collaboration reduce friction and improve turnaround.

Verified data, not assumptions

Connect accounting systems and banks to pull verified GL, subledger, balance, and transaction data directly into the workflow.

Secure by design

Enterprise-gradesecurity, full audit trails, access controls, and global infrastructure builtto support high-volume audit delivery.

Trusted by leading audit firms

Trusted by top audit firms worldwide

Used by audit teams in over 50 countries

Supports end-to-end collaboration across thousands of entities

Built on infrastructure designed for billions of audit interactions

Jessica Weissinger

Frazier & Deeter

Circit has significantly streamlined our confirmations process, making it more efficient and error-free.

Ready to transform your client collaboration and audit workflow?

Engage brings clients, auditors, and verified data together in one secure platform that streamlines every step from request creation to final review

trusted IN over 100,000 AUDITS by companies like