The ‘Client View’ Page

The Client View page gives an overview of each of your Client Accounts. It details statistics and patterns in how users are submitting to Dext Prepare.

It can indicate when your clients are submitting documents regularly, and help you anticipate any backlogs or delays in your process.

Note: The Client View dashboard is only available for Partners on the Practice Advanced plan.

This short course outlines the main areas of the Client View and how partners can use it to manage daily workloads.

View the following video to understand the main features of the Client View: