Creating a Client Account will add a dedicated space to receive review and manage the financial documentation for one of your clients’ businesses.
Important: To be able to add a client account you must have Administrator level User Privilege access. If you don’t see the Team menu in the sidebar, you don’t have access and must contact your account administrator/accountant/bookkeeper to gain access or request removal of the user.
This functionality is only available for Bookkeeper and Accountant Partner Accounts. Find out more about the different Dext Prepare products here.
You can also create additional client accounts for existing clients under one email address with Multi-account Management.
If you wish to invite a client who already has a Dext Prepare account, the client will need to invite you to access their account by following these steps.
Creating a Client Account
To create a new client account:
- Click Add client in the top right of the page.
- Select the type of client account you would like to create:
Business: a complete bookkeeping solution for small-to-medium business clients.
Solo: record keeping for sole traders and landlords
Then click Continue and follow the relevant steps:
Creating a Business Client Account
- To create a Business client account, enter the client’s name or their business’ name, and if desired enter the practice code and select an industry category. When ready click Continue.
- On the next screen, assign your colleagues access to the new client account. To select all colleagues, set ‘All colleagues’ to Yes. When ready click Continue.
Please note – if you have no other colleagues on your account then this step will be skipped.
- Next, assign the client account manager(s).
- Finally, choose whether to invite the new client to Dext Prepare immediately via SMS and/or email OR skip this step.
If you click Skip Invitation, a client account will be created and the client will be able to submit documents via their unique email in address, as well as be assigned to a document as a document owner, however they will not be able to access the Dext Prepare account themselves via the mobile or web app.
If you DO want to invite the client to access the Dext prepare account to have full visibility of their transaction data and use the various submission methods available via the web and mobile apps to add documents; add the user’s name and email address, then click Invite to Dext.
Once you’ve clicked ‘Create’, the new client account will then be automatically added to your client list. The new client will have the same default values (base currency, account country) as your practice and be given email-in addresses to start submitting.
If the email address you entered is already being used by another client account, you will see a message warning you of this.
- If you don’t wish to create a new account, but simply access their existing account, reach out to your client and ask them to invite you to their account.
- If the client has multiple businesses and you wish to create an additional account under the same email address, click Invite and create another account for the client under the one email address.
Creating a Solo Client Account
- Enter the client’s name and email address (adding the NIN, Postcode & Practice code is optional), then click Continue.
- On the next page enter the Income source name, an income source is the entity for which you will collect income source documents. This entity could be a Sole Trader, Property Business, Partnership, Limited Company etc.
A client may have multiple businesses or properties, so if needed you can add additional businesses by clicking Add another income source.
- Then select the type of income source from three options:
- Self employment: for a Sole Trader, Partnership, Limited Company etc.
- UK Property: for a property businesses operating in the United Kingdom.
- Furnished holiday lettings: for holiday homes rented out on a short term basis.
- Next, determine which team members will have access to the new client’s account.
- On the final page, review the email that will be sent to the client, and add the client’s mobile number if you wish to send them an invitation by text. When ready, click Invite to Dext.
- You will then see the new client account listed on the Client page.
Help your client get started in the Dext Prepare Solo area by sharing this getting started guide with them.
Editing Client Account Settings
After you’ve created a new client account you can edit the account’s settings as needed.
To do this:
- Click Manage next to the relevant client.
- Then click Business Settings.
