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How do I refer an accountant or bookkeeper to Dext?

Refer an accountant or bookkeeper to Dext, and you’ll both receive 1 free month of Dext when they sign up for an annual plan. There’s no limit to the number of referrals you can make.

Written by Teodora
Updated today

Who can use the referral programme?

Important: This referral programme is available to Dext users who signed up as accountants or bookkeepers. If you are a business user, please check the Refer and earn with Dext for Business programme.

You can refer other accountants or bookkeepers who:

  • Work in an accounting or bookkeeping practice

  • Are not currently using Dext

When they sign up through your referral and choose an annual Dext plan, both of you receive 1 free month of Dext.

Important: The free month is capped at £500 or the equivalent in your local currency.

You can make as many referrals as you like — you'll receive a free month for each successful referral.


How to refer someone to Dext?

To refer an accountant or bookkeeper from your Dext account:

  1. Go to the Practice settings menu in the Dext web application.

  2. Select Subscription.

  3. Go to the Get a month free page.

  4. Enter the email address of the accountant or bookkeeper you want to refer

  5. Click on Refer a friend.

Dext will send them an email with a link to start their free trial of Dext.

Note: Only Practice admins can access the Subscription page. If you need access, contact a Practice admin in your account.


When do you receive the free month?

You and the person you referred receive your reward after they sign up for an annual Dext subscription.

Once their subscription is active:

  • They receive 1 free month of Dext

  • You receive 1 free month of Dext

Note: Limited-time referral promotions may occasionally offer different rewards. Keep an eye on announcements for special referral offers.

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