Dext

Learn how to add users to your Dext business account, assign roles, manage login access, send invitations, edit privileges, and troubleshoot common user access issues.

How to add users to your business account

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

How to remove a user from your business account

Use one email to access multiple Dext business accounts. Learn how to merge login details and switch between accounts.

Managing multiple Dext business accounts with one email address

Invite your accountant or bookkeeper to access your Dext business account. Learn how Business Admins and User Admins can grant, manage, or switch accountant access.

How to invite your accountant to access your Dext account

Remove or change the accountant or bookkeeper who has access to your Dext account, or reactivate your account if it's been deactivated.

How to remove or change your accountant's access in Dext

See how much of your monthly document extraction allowance you've used and what to do if you reach the limit.

How to check your document extraction usage in Dext

Change your Dext Business plan, switch your billing term, and manage add-on credit bundles from the Subscription page.

How to change your Dext Business plan

Refer other businesses to Dext as a Business client and earn $70 for each successful referral. Share your referral link, your referral gets 20% off, and you get rewarded.

Refer and earn with Dext for Business

Cancel your Dext Business subscription from Business settings and understand renewal notice periods and restrictions.

How to cancel your Dext account

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