Dext

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

Using Okta Single Sign On with 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

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Practice Settings

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