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HomeDext LegacyLegacy DextLegacy Dext PrecisionGetting Started

Getting Started

Steps to complete to get started with Precision

Adding Clients

Adding Clients

The first step to getting started with Precision is Adding Clients follow these steps

Client Settings

Client Settings

Settings you need complete for your clients

Team Settings

Team Settings

Steps to help you add your team members and manage their access and visibility

Workflows

Workflows

Steps to get started using our workflow templates creating tasks to complete jobs

Integrations

Integrations

Connect with other software to streamline your processes even more.

Getting Started Guides

Getting Started Guides

Guides to help you get started with various client jobs such as Monthly Bookkeeping, Sales Tax Returns & Year End

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