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Client Accounts

Adding & Managing client accounts & users

How to Bulk Upload Practice CodeWhat Will My Clients See When They First Login to Dext Prepare?What Access do my Clients Have to Their Dext Prepare Account?Can My Client Edit Items?How to Use the BCC FieldHow to Establish New Default Client Account SettingsHow to Control Which Clients Your Colleagues Can ViewHow to Transfer a Business’ Dext Prepare Subscription to be Paid by an Accountant / Bookkeeper, and Vice VersaHow to Remove a Client from your Dext Prepare Account
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