Dext

What is Dext's Self-Employed Module?

Add Multiple Users or Colleagues

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

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

Learn how to change who pays for a Dext business subscription. See how accountants and bookkeepers take over client billing, how businesses start paying for their own account, and how…

Change who pays for a Dext business account

Exporting Your Client List as a CSV File

Merging Precision & Prepare Clients

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

Using the Client Health Score

Using Client Tags

Create and Integrate Clients in Bulk with Client Sync

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

Missing Paperwork

How to bulk upload Practice codes

Ian McKay

Zornitsa

Alexander

Clients

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