- Adding a New Client

Kindly note that our support team will be on training every Tuesday morning until 9am(SAST). Please access our knowledge base for further assistance


Adding a New Client

Published:  26/06/2024
This two minute video guides the user with adding client profiles on This is the first step to requesting confirmations from a financial institution using the platform.
Rate this article: 
  (Popularity = 0/100, Rating = 0.0/5)

   Related Articles

Adding Financial Forms to a Client Profile Editing Financial Forms in a Client Profile Roll Forward of a Client Profile Reassigning Client Profiles to Different Audit Users Which financial responders are live on in Africa? view all...

Didn't find what you were looking for?

Watch a video

Check out our helpful video guides

Contact Support

Contact our support team
Copyright © 2024 | All Rights Reserved