User & Account Management
30 articles
How to Bulk Upload Practice Code
How to Remove a Client from your Dext Prepare Account
What Access do my Clients Have to Their Dext Prepare Account?
Can My Client Edit Items?
What Will My Clients See When They First Login to Dext Prepare?
How to Transfer a Business' Dext Prepare Subscription to be Paid by an Accountant / Bookkeeper, and Vice Versa
How to Use the BCC Field
How to Control Which Clients Your Colleagues Can View
How to Establish New Default Client Account Settings
The Dext Client List
Where to Find your Invoice and Client Usage Breakdown
Passkeys
How to Change Your Billing Details
How to Reset Your Password
Multi-account Management for Accountants & Bookkeepers
What is Strong Customer Authentication (SCA)?
How to Fill in Your GST Status and ABN Number
How Can I Pay for Dext Prepare?
What Are 2-factor Authentication backup Codes?
2-Factor Authentication for Dext Prepare
How to Manage Your Subscription & Purchase Add-ons
2FA & Trusted Devices