Confirmation.com - How do I add new accounts for an existing client?

How do I add new accounts for an existing client?

Published: 03/08/2015

Answer:

An Add Client Account link is located in the Quick Links area of the main Dashboard. Selecting this option will require you to first search for an existing client before proceeding with the Add Account workflow.

2023-09-28 14_41_25-demo.confirmation.com_AuditorClient_index.aspx.png

Accounts can also be added from the Client Information tab for the selected client. Select the Add button from within the Accounts area and follow the onscreen prompts.

2023-09-28 14_44_13-demo.confirmation.com_AUDITORCLIENT_ClientInfo.aspx.png

For more detail refer to the Confirmation Community for available videos and how to guides on adding client accounts.

Rate this article:

Processing...

(Popularity = 0/100, Rating = 0.0/5)

Related Articles

Adding Financial Forms to a Client Profile Easy Add-ons User Guide Adding Client Signers Editing Financial Forms in a Client Profile view all...

Search Results

Reconfirming/Querying a Completed Confirmation Retrieving Completed Confirmations HSBC Bank Mauritius Limited Audit Confirmation Instructions HSBC Bank South Africa Audit Confirmation Instructions Reconfirming a 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

Confirmation.com

For more information, visit: www.confirmation.com

Quick Links

Knowledge Base Privacy Policy Security Regulatory Terms Of Service

Copyright © 2024 | All Rights Reserved