Dext offers live and on-demand training sessions for accountants, bookkeepers, clients, and Dext Business users. Sessions are led by the Dext Customer Success team and cover everything from getting started to advanced practice management.
Choose your region to find available sessions.
Asia-Pacific
Asia-Pacific training covers Australia, New Zealand, East and Southeast Asia, and the Indian subcontinent.
Session | Who it's for | Format |
The starting point for setting up Dext in your accounting or bookkeeping practice. | Accountants and bookkeepers | On-demand |
Learn how to get the most from Dext's automation tools for managing client data. | Accountants and bookkeepers | On-demand |
Learn how to manage your client portfolio, your team, and scale your practice. | Accountants and bookkeepers (on the Practice Advanced plan) | On-demand |
Key use cases and features for practices with access to Data Health & Insights. | Accountants and bookkeepers | On-demand |
Bring questions about Dext — how it works or specific scenarios — to a Customer Success Manager. | Accountants and bookkeepers | Live |
Set up the mobile app and submit your first receipts and invoices to your accountant or bookkeeper. | Clients | On-demand |
Key workflows, processes, and tools for day-to-day accounting. | Dext Business users | On-demand |
The key foundational components of Dext Commerce for sales accounting across digital commerce channels. | Accountants and bookkeepers | On-demand |
EMEA
EMEA training covers Europe, the Middle East, and Africa. Sessions are available across Dext Bookkeeping, Data Health & Insights, Dext Solo, Dextension, and Dext Commerce.
Dext Bookkeeping
Dext Bookkeeping sessions in EMEA cover setup, data capture, automation, and practice management.
Session | Who it's for | Format |
Practical setup guidance and a tour of Dext. | Accountants and bookkeepers | On-demand |
The starting point for capturing client data in Dext. | Accountants and bookkeepers | On-demand |
Use Dext's automation tools to manage client data and create efficient internal workflows. | Accountants and bookkeepers | On-demand |
Manage your client portfolio, your team, and drive efficiency at scale. | Accountants and bookkeepers (on the Practice Advanced plan) | On-demand |
Set up the mobile app, submit items, and manage mileage, expense claims, and approvals. | Clients and Dext Business users | On-demand / Live: Wednesdays, 1 pm |
Get fully set up on the browser version of Dext. | Clients and Dext Business users | Live: Wednesdays, 2 pm |
Use Dext's advanced automation features within your business. | Clients and Dext Business users | Live: Wednesdays, 3 pm |
Data Health & Insights
Data Health & Insights training in EMEA covers cleanup tools, analytics, pricing optimisation, and advisory workflows.
Session | Who it's for | Format |
Master the cleanup tools and analytics that keep client data quality high across your practice. | Accountants and bookkeepers | On-demand |
Use client Health Scores, transaction-based pricing strategy, and activity stats to review your onboarding process. | Accountants and bookkeepers | On-demand |
Leverage Data Health & Insights to deliver advisory value and build stronger client relationships through analysis and customisable reporting. | Accountants and bookkeepers | On-demand |
Create efficiency with Data Health & Insights — turning data into actionable intelligence that saves time and reduces errors. | Accountants and bookkeepers | On-demand |
Dext Solo
Dext Solo training in EMEA covers digital record-keeping for sole traders and landlords.
Session | Who it's for | Format |
Get to know Dext Solo — its dedicated features and workflows for sole traders and landlords. | Accountants and bookkeepers | On-demand |
Connect your HMRC Agent Account to Dext Solo for your practice and your clients' individual income sources. | Accountants and bookkeepers | On-demand |
Use the Dext mobile app for Solo: submit items, track mileage, and create document receipts or sales invoice quotes. | Dext Solo clients | On-demand |
Learn how Dext Solo works on desktop and how to stay up to date with MTD for IT alongside your accountant or bookkeeper. | Dext Solo clients | On-demand |
Best practices for categorising items within each workspace in Dext Solo. | Dext Solo clients | On-demand |
Dextension
Dextension training covers the browser extension for streamlining Dext with Xero and QuickBooks Online.
Session | Who it's for | Format |
Learn how to use the Dextension browser extension to streamline processes, save time, and improve client collaboration. | Accountants and bookkeepers | On-demand |
Dext Commerce
Dext Commerce training covers sales accounting and managing clients across digital commerce channels.
Session | Who it's for | Format |
The key foundational components of Dext Commerce's platform for sales accounting. | Accountants and bookkeepers | On-demand |
North America
North America training covers Canada and the United States. Some sessions are also available in French.
Session | Who it's for | Format |
The starting point for accountants and bookkeepers new to Dext. | Accountants and bookkeepers | On-demand |
Next-level sessions for accountants and bookkeepers who want to get more from Dext's automation tools. | Accountants and bookkeepers | Live: Tuesdays, 2 pm ET |
The same advanced training, delivered in French by a French-speaking trainer. | Accountants and bookkeepers | Live: Thursdays, 1:30 pm ET |
Go beyond core Dext features — learn the latest tools and workflows to help you and your clients do more. | Accountants and bookkeepers | On-demand |
Set up the mobile app and submit your first receipts and invoices to your accountant or bookkeeper. | Clients | On-demand |
The same getting-started session for clients, delivered in French. | Clients | On-demand |
For Dext Business plan users: key workflows, processes, and tools for day-to-day accounting. | Dext Business users | On-demand |
The key foundational components of Dext Commerce's platform for sales accounting. | Accountants and bookkeepers | On-demand |
France
France training sessions are delivered in French.
Session | Who it's for | Format |
The starting point for accountants and bookkeepers new to Dext. | Accountants and bookkeepers | On-demand |
Next-level sessions for accountants and bookkeepers who want to get more from Dext's automation tools. | Accountants and bookkeepers | On-demand |
Set up the mobile app and submit your first receipts and invoices to your accountant or bookkeeper. | Clients | On-demand |