Every Dext practice account includes a free business account you can use to manage your practice's own bookkeeping. It works the same way as any client business account - with its own Costs, Sales, Bank, and Vault workspaces - and sits separately from the practice tools you use to manage clients.

Your Dext practice account has two distinct areas.

At the practice level, you manage your client list, team, and practice-wide settings. The left-hand navigation here shows Clients, Insights, Workflows, and Team.

When you enter any client account - including your own practice's business account - you move into a standard business workspace. The navigation switches to Overview, Costs, Sales, Bank, and Vault, and you're working directly in that account's documents and settings.

Your practice's business account works exactly the same way as any client account you manage. The difference is that it's there for your practice's own bookkeeping, not a client's.

There are two ways to get to your practice's business account.

From the top navigation:

From the client list:

Your practice's business account also appears at the top of your client list, labelled (Internal). Select it to open the account.

Practice Admins have full access to the practice's business account by default.

Client Admins and Standard users don't have access unless they've been granted specific permissions for it. These permissions cover actions like managing the account, viewing documents, creating expense claims, and publishing.

To manage a colleague's access, see Roles and permissions in Dext.

Your practice's business account gives you access to the same Dext features available to any business account. You can use it to manage your practice's own costs and sales documents, track bank transactions, store files in Vault, and connect your accounting software.

The account is included free with your practice subscription. Like client accounts managed under a practice subscription, it has no document extraction limits.

When you're inside your practice's business account, you'll notice two separate settings areas.

Business settings - found in the bottom-left navigation - controls settings specific to your practice's business account, such as connections, extraction, automation, and approvals.

Practice settings - found via a quick link at the bottom of Business settings - controls practice-level configuration, including your practice profile, tax details, HMRC connection, and subscription.

If you're not sure which settings area you need, check the label at the top of the left-hand navigation. Business settings applies to your practice's business account; Practice settings applies to your practice as a whole.