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Live and on-demand training

Written by Ian McKay
Updated over 2 weeks ago

Dext Training sessions are ideal for you if you need to get started quickly or need a refresher of our powerful tools.

Sign up for one of the sessions below and our Customer Success Managers will help you make the most of Dext for leaner, better bookkeeping.

We offer Live Training in the following geographic regions:

  • Asia-Pacific (Australia and New Zealand; East and Southeast Asia; the Indian subcontinent)

  • EMEA (Europe, the Middle East, and Africa)

  • North America (Canada and the United States)

  • France (delivered in French)

Asia-Pacific

Dext Live and On-Demand Training:

FOR ACCOUNTANTS AND BOOKKEEPERS

  • Live Q&A with our Customer Success Team
    ​​If you've watched our on-demand training webinars and find you have questions - whether it be how Dext works, or more specific scenarios you'd like to run by our team to help brainstorm - hop on this live session with one of our Customer Success Managers to ask them.

FOR CLIENTS & Dext Business CUSTOMERS

  • Training for Clients
    This quick session is perfect for small businesses starting to use Dext. It will help you set up your mobile app and submit your first receipts and invoices to your bookkeeper.

Dext Commerce On-Demand Training:

  • Getting Started with Dext Commerce
    Simplify your sales accounting and take on more clients across multiple digital commerce channels. Dext Commerce makes the accounting and commerce processes easier to manage. In this training session, our in-house experts cover the key foundational components of Commerce’s platform.
    ​

EMEA

Dext Bookkeeping

FOR ACCOUNTANTS AND BOOKKEEPERS:

  • Setting up Dext for Success
    ​​On-Demand
    ​    Get the most practical set up advice and lay of the land tour in this quick setting up guidance for Dext partners.

  • Data Capture
    ​​On-Demand
    ​    The perfect starting point for new and existing partners using Dext in their accounting or bookkeeping practice and the core function of capturing client data.

  • Data Automation
    ​​On-Demand
    ​    ​Build on the basics by learning to make the most of Dext’s powerful automation tools to manage client data, create efficiency and internal automated workflows.

  • Practice Productivity
    ​On-Demand
    ​    Familiarise yourself with the additional tools at your fingertips to help you manage your client portfolio, your team, and, in turn, scale up your usage to drive maximum efficiency.

FOR CLIENTS & DEXT BUSINESS CUSTOMERS:

  • Dext Mobile App
    ​​Live Wednesdays at 1 pm
    ​    ​On-Demand
    ​    You will learn how to get set up on the mobile app, submit items to Dext, and stay connected with your accountant or bookkeeper and work through mileage, expense claims, and approvals.

  • Data Capture
    ​​Live Wednesdays at 2 pm
    ​    A Practical Guide for Small Businesses, Clients, and Direct Users who want to get fully set up on the Browser Version of Dext.

  • Data Automation
    ​Live Wednesdays at 3 pm
    ​    This session is ideal for Small Businesses, Clients, and Direct Users who want to use more of the advanced automation functions for Dext to do more within their business.

Dext Data Health & Insights

FOR ACCOUNTANTS AND BOOKKEEPERS:

  • Data Health & Insights
    ​​On-Demand
    ​    Master using Data Health & Insights cleanup tools and analytics to ensure the health of client data across the practice.

  • DH&I: Pricing Optimisation
    ​​On-Demand
    ​    ​Learning core DH&I tools to be able to share client Healthscores, transactional based pricing strategy and activity stats to review the onboarding process.

  • DH&I: Advisory Analytics
    ​​​On-Demand
    ​    Explore how to leverage DH&I to deliver true advisory value and build stronger client relationships through analysis and customisable reporting.

  • DH&I: Intelligent Workflows
    ​​On-Demand
    ​    ​Creating efficiency with DH&I to help streamline every workflows - turning data into actionable intelligence that saves time and reduces errors.
    ​business.

Dext Solo

FOR ACCOUNTANTS AND BOOKKEEPERS:

  • Dext Solo
    ​​On-Demand
    ​    Get to know Dext Solo! Our digital record-keeping tool offers dedicated features and workflows specifically for sole traders and landlords.

  • Connecting to HMRC
    ​​On-Demand
    ​    Take a few minutes to learn how to connect your HMRC Agent Account to Dext Solo for your practice and your client’s individual income sources.

FOR CLIENTS:

  • Solo Client Mobile
    ​On-Demand
    ​    Learn how to use the Dext mobile app for Solo to submit items, work through mileage claims and how to create document receipts or sales invoice quotes.

  • Solo Client Desktop
    ​​On-Demand
    ​    Running through how Dext Solo works on the desktop and using it alongside your accountant or bookkeeper to stay up to date with MTD for IT.

  • Solo Client Categorising
    ​​On-Demand
    ​    ​Sharing best practices for clients to be able to learn categorisation within each of the workspaces in Dext Solo.

Dextension On-Demand Training:

  • Dextension
    ​​On-Demand
    ​    Learn Dextension, a powerful browser extension designed to enhance the integration between Dext and accounting software such as Xero and QBO to streamline processes, save time and improve client collaboration.

Dext Commerce On-Demand Training:

  • Getting Started with Dext Commerce
    ​On-Demand
    Simplify your sales accounting and take on more clients across multiple digital commerce channels. Dext Commerce makes the accounting and commerce processes easier to manage. In this training session, our in-house experts cover the key foundational components of Commerce’s platform.

North America

Dext Live and On-Demand Training:

  • Mastering Dext Advanced Training for Accountants and Bookkeepers
    ​Live Tuesday 2 PM ET
    These next-level sessions are ideal for Dext Partners who want to take full advantage of the powerful automation tools available.

  • Mastering Dext Advanced Training for Accountants and Bookkeepers – French session (Formation avancée sur Dext - Canada)

    Live Thursday 1:30 PM ET
    Deep dive into advanced Dext features with a French-speaking trainer. You’ll learn automation tips, account management, and best practices for optimizing your team’s efficiency.

  • Dext Beyond
    Go beyond our core functions of Dext and learn the latest key features. This session will further your effortless bookkeeping journey, helping you deepen efficiency by offering more workflows, processes, and tools to your clients.

FOR CLIENTS & Dext Business CUSTOMERS

  • Training for your Clients
    This quick session is perfect for small businesses starting to use Dext. It will help you set up your mobile app and submit your first receipts and invoices to your bookkeeper.

  • Training for your Clients - French session (Formation de base pour les compagnies - Canada)
    Learn everything you need to get started with Dext - in French! This short session walks you through setting up your mobile app and submitting your first receipts and invoices to your accountant. You’ll discover how to capture expenses more accurately, stay audit-ready, and reduce paperwork.

Dext Commerce On-Demand Training:

  • Getting Started with Dext Commerce
    Simplify your sales accounting and take on more clients across multiple digital commerce channels. Dext Commerce makes the accounting and commerce processes easier to manage. In this training session, our in-house experts cover the key foundational components of Commerce’s platform
    ​

France

Dext Live and On-Demand Training

FOR CLIENTS

  • Training for your Clients
    This quick session is perfect for small businesses starting to use Dext. It will help you set up your mobile app and submit your first receipts and invoices to your bookkeeper.

Related Articles
What is Dext, and who is it for?
How to move a client to Dext Solo
How to manage your practice subscription in Dext
Getting started with Dext Solo
The Dext Clients list
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