Confirmation.com - Getting Started | Creating a file based on client data
Check out our 2025/26 roadmap
here
Toggle navigation
Support Escalation
Knowledge Base
Getting Started
eLearning
Training
3
Support Closure | Confirmation - December 2025
Confirmation Billing Guides (Effective 1 Nov 2025)
What's New Confirmations 1 Nov 2025
Login
Search
Home
Knowledge Base
Getting Started | Creating a file based on client data
Getting Started | Creating a file based on client data
Published: 04/10/2024
Watch the video on Creating a file based on client data.
Rate this article:
|vote=None|
Processing...
(Popularity = 0/100, Rating = 0.0/5)
Related Articles
Principles of mapping the trial balance
Getting Started | Mapping the trial balance
Getting Started | Year end close
Caseware Working Papers | Getting Started | Importing a trial balance from an accounting package
Caseware Working Papers | Getting Started | Creating a new Caseware file
view all...
Search Results
Changing Client Signers on Forms
How do I know the client signer has authorized the auditor to send requests? (New Version of Confirmation)
Adding Financial Forms to a Client Profile
Adding Client Signers
I can’t request authorisation from a client signer as the name is greyed out (cannot be selected)?
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
For more information, visit:
www.confirmation.com
Quick Links
Knowledge Base
Privacy Policy
Security
Regulatory
Terms Of Service
Copyright © 2025 | All Rights Reserved