Dext

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

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

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

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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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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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