Confirmation.com - Getting Started | Creating a file based on client data

Due to increased volumes during the busy season (January–March) all banks will operate on a 20-business-day SLA excluding weekends and public holidays. Our team remains available to support you during this period.

FAQ

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: 
  (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

How do I add a new user to my institution (New Version of Confirmation) How do I update the Responder Instructions for my institution? (New Version of Confirmation) What's New | Responders: New version of Confirmation 2025/26 How do I know the client signer has authorized the auditor to send requests? (New Version of Confirmation) What do I do if I can't locate the Account ID or Client Name requested? (New Version of Confirmation) 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 © 2026 | All Rights Reserved