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Dext plans for accountants and bookkeepers

An overview of the Practice Essentials and Practice Advanced plans — what's included in each, and how to choose.

Written by Alexander
Updated today

Dext offers two plans for accounting and bookkeeping practices: Practice Essentials and Practice Advanced. Both plans give you and your clients access to all core Dext features. Practice Advanced adds a set of practice-level management tools on top.

Both plans are priced per client per month, with a minimum of 10 clients. For current pricing, go to the Dext pricing page.


Practice Essentials

Practice Essentials gives your practice access to all core Dext features — for you and for every client you manage under your subscription.

This includes document capture across all submission methods, intelligent extraction and categorisation, bank feeds and bank statement extraction, supplier rules and auto-publish, approvals, expense claims, Vault, supplier statement reconciliation, and publishing to over 36 accounting software integrations.

For a full walkthrough of what's available and how to set it up, go to Getting started with Dext for accountants & bookkeepers.

Data Health & Insights add-on: The Data Health & Insights add-on is available on Practice Essentials. It adds automated data quality checks, client-level Insights, and intelligent Workflows for individual clients connected to Xero or QuickBooks Online.

For more details, go to What is Data Health & Insights?


Practice Advanced

Practice Advanced includes everything in Practice Essentials, plus a set of tools for managing and scaling your practice across your entire client base.

Enhanced client list

The clients list on Practice Advanced includes additional columns — client responsibility roles, bookkeeping settings, item delay, missing and requested paperwork, and deadline tracking — as well as the Starred and My clients tabs and bulk editing for bookkeeping settings.

For a full breakdown, go to The Dext clients list.

Teams & Locations

If your practice has multiple teams or offices, you can set up teams and locations to filter practice-level Insights and reports by team or location.

Go to Using teams and locations to get started.

Workflows

Workflows let you standardise recurring client work — monthly bookkeeping, VAT return preparation, year-end accounts — as structured, repeatable processes your team can work through, complete, and sign off.

Without the Data Health & Insights add-on, workflow checks are manual. With the add-on, Dext connects to the client's Xero or QuickBooks Online account and runs checks automatically.

For more details, go to What are Workflows in Dext?

Practice-level Insights

Practice Advanced includes a suite of practice-level Insights that give you data across your entire client base without opening each client individually:

  • Bookkeeping — items to action, submission activity, inactive clients, and supplier rules performance

  • Practice — key metrics for every client in a configurable, exportable table

  • Activity — transaction volumes across all clients with month-on-month and year-on-year comparisons

  • Workflows — all workflows across your practice with status, progress, and assignees

  • Time spent — how effort is distributed across your practice, clients, and team

  • Custom — saved practice-level reports and Dext's pre-built reports

  • MTD for VAT — VAT return periods, filing status, and payment data. UK only — requires HMRC integration

  • Deadlines — HMRC and Companies House filing deadlines with traffic light alerts. UK only

For a full overview, go to What are Insights in Dext?

Data Health & Insights add-on: The add-on is also available on Practice Advanced. In addition to everything it provides on Essentials, it adds the Data Health practice-level Insight and enhances the Practice, Activity, and Workflows Insights with additional Data Health columns.

For more details, go to What is Data Health & Insights?


Plan comparison

Practice Essentials

Practice Advanced

All core Dext features

Data Health & Insights add-on

Available

Available

Enhanced clients list

Teams & Locations

Workflows

Practice-level Insights

Data Health practice-level Insight (add-on)

Pricing is per client per month, with a minimum of 10 clients. Go to the Dext pricing page for current pricing.

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