Using Dext Prepare
User & Account Management
Adding & Managing client accounts & users
The Dext Client List
Managing Multiple Business Accounts with One Email Address
How to Bulk Upload Practice Code
What 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 Field
How to Establish New Default Client Account Settings
How to Control Which Clients Your Colleagues Can View
How to Remove a Client from your Dext Prepare Account
How to Transfer a Business’ Dext Prepare Subscription to be Paid by an Accountant / Bookkeeper, and Vice Versa