Dext

This guide covers creating and deleting teams, assigning locations, filtering Insights reports, and giving teams access to specific clients for Partners on the Practice Advanced plan.

Using Teams and Locations

🎓 Learn and Get Certified with Dext

Learn how to connect Dext with Karbon to sync client data, reduce manual entry, and improve visibility across your accounting workflows.

Connect Dext with Karbon

Ian McKay

Teodora

Zornitsa

For Practices

What is Dext's Self-Employed Module?

Add Multiple Users or Colleagues

The Dext Client List

Learn how to disconnect, deactivate, delete, or reactivate a client in Dext. Clear steps, key differences, and FAQs - including self‑paying clients and access permissions.

Remove or deactivate a client in your Dext account

How to use Dext's Self-Employed Module

Learn how to add users to a Dext client account, send invitations, manage access, and resolve common setup issues.

How to add a user to a client account

Learn how to create, invite, and manage client accounts in your Dext Practice. Includes setup for business and self-employed clients, user access, and software connections.

Adding a client account

Change Who Pays for a Business’ Dext Subscription

Exporting Your Client List as a CSV File

Merging Precision & Prepare Clients

The Client Overview Page

Using the Client Health Score

Using Client Tags

Create and Integrate Clients in Bulk with Client Sync

Roles & Permissions

Learn how to deactivate or remove users from a client account, including account owner restrictions, login access limits, and what happens to submitted documents.

How to remove a user from a client account

Alexander

Clients

Practice Settings

How to Manage Your Practice Subscription & Purchase Add-ons

Using Okta Single Sign On with Dext

Managing a Vault Plan

Setting Default Client Account Settings in Practice Settings

Manage teammate access in Dext with clear steps for assigning, updating, or removing client permissions. Learn how Practice Admins and Client Admins control bookkeeping, approvals, and insights access.

Managing a colleague's access to clients

Learn how to add colleagues to your practice account, invite multiple users at once, and manage colleague access, permissions, and invitations.

How to add colleagues to your practice account

Multi-account Management for Accountants & Bookkeepers

Learn how to deactivate or permanently remove colleagues from your practice account, including permission requirements and what happens to their access and data.

How to remove a colleague from your practice account

Team

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