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 U

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

Use one login to access multiple Dext accounts. Learn how multi-account management works for practices and client users.

Multi-account management for accountants and bookkeepers

Your Dext practice includes a free business account for managing your practice's own bookkeeping. Here's what it is and how to find it.

Does my Dext practice include a business account?

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For Practices

Use the Dext client list to review client activity, manage client settings, customise columns, and navigate large client lists.

The Dext Clients list

Disconnect, deactivate, or delete a client in Dext. Includes the 4-month reactivation rule, reconnection steps, and self-paying clients.

How to remove, deactivate, or delete a client in Dext

The self-employed setting in Dext is for US and Canadian tax professionals managing sole proprietor clients without accounting software.

Managing US and Canadian self-employed clients in Dext

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

Add business and self-employed clients to your Dext Practice, individually or in bulk. Includes Client Sync and CSV bulk upload.

How to add a client account in Dext

Learn how to take over billing for a Dext client account and move them under your practice subscription.

How to take over a client's Dext subscription

If the same client has separate Bookkeeping and Data Health & Insights accounts, use Merge clients to combine them into one.

Merging split Bookkeeping and Data Health & Insights client accounts

Use the Overview page for your clients in Dext to monitor activity, track item statuses, review workflows, and access insights where available.

How to use the Overview page in a client account

Use Client Sync to add and integrate multiple clients in bulk, reconnect expired integrations, and reassign clients - all from your client list.

Using Client Sync in Dext

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

See which client transactions are missing a document image and export a report to send to your client. Available on Practice Advanced.

Using the Missing paperwork report in Dext

How to bulk upload Practice codes

Clients

Practice settings is where you manage your practice's profile, client defaults, subscription, and security in Dext.

What is Practice settings in Dext?

Manage your Dext practice subscription - adjust client limits, monitor and top up credits, and add features like AI Assist and Vault+.

How to manage your practice subscription in Dext

Managing a Vault Plan

Setting Default Client Account Settings in Practice Settings

Refer an accountant or bookkeeper to Dext, and you’ll both receive 1 free month of Dext when they sign up for an annual plan. There’s no limit to the number…

How do I refer an accountant or bookkeeper to Dext?

View and update your billing details, payment method, and invoice history for your Dext practice subscription.

How to manage billing details for your Dext practice

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

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

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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