Dext

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

The Dext Clients list

Transfer, disconnect, deactivate, or delete a client account, or invite them to pay for their own plan. Includes the 4-month reactivation rule.

How to remove, deactivate, or delete a client account 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 practice in Dext, individually or in bulk. Includes Client Sync and CSV bulk upload.

How to add a client account in Dext

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 remove or deactivate a user in a client account, and manage users you've already deactivated.

How to remove or deactivate a user from a client account

Move a client to another accounting practice, with minimal input needed from the client.

How to transfer a client's Dext account to another practice

Review, accept, or decline a client transfer request from another accounting practice.

How to accept a Dext client account transferred from another practice

As a practice user, change a user's role in a client account, including the account owner's, before you send a subscription invite.

How to change a user's role in a client account

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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.

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

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