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

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

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

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

Using the Client Health Score

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

Ian McKay

Alexander

Teodora

Clients

Login

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

Try using different keywords or checking for typos.

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.