How to Add Multiple Client Accounts

If you have a large number of clients that you’d like to add to Dext Prepare at once, you can fill in a CSV template, send it to us and we’ll upload them to your dashboard for you.

Note: this functionality is only available for Bookkeeper and Accountant Partner Accounts. Find out more about the different Dext Prepare products here.

Download the region-specific CSV files linked below and follow the instructions within: