Invite an external accountant or bookkeeper to Dext Prepare, and they’ll be able to view, manage and collaborate with you on the paperwork that you’ve submitted to your account.
Note: No changes will be made to any account data when access is revoked or granted to a new accountant.
If you’re currently connected to an accountant and wish to change to a different accountant then you can simply reallocate the access to the new accountant.
Depending on whether or not your accountant/bookkeeper uses Dext Prepare already, they’ll either be added to your account immediately, or contacted to see if they’d like to join Dext
You can only invite your accountants/bookkeepers to access your account if theirs is a accountant/bookkeeper account. If their email is linked to a business account you will get an error and won’t be able to invite them. In this case, you’ll need to contact your accountant/bookkeeper to set up an accountant/bookkeeper account or, alternatively, set them up as an Admin user in your own account.
- Where to go to invite your Accountant or Bookkeeper
- How to invite if your Accountant/bookkeeper already uses Dext Prepare
- How to invite if your Accountant/bookkeeper does not currently use Dext Prepare
Where to go to invite your Accountant or Bookkeeper
- You can invite your accountant or bookkeeper from the Accountant page in the My Profile section of the sidebar.
![](/static/d6ee732b2310491d6d16b98cc9cad6c6/Screenshot-2022-10-19-at-10.59.53.png)
You also access this page via your homepage, by going to Invite your accountant and clicking the Invite Accountant button.
![](https://help.dext.com/assets/2023/08/Screenshot-2023-08-22-at-08.34.31-1024x366.png)
- Once on the Accountant page, enter the accountant’s email address, then click Send invite.
From here there are two flows:
- How to invite if your Accountant/bookkeeper already uses Dext Prepare
- How to invite if your Accountant/bookkeeper does not currently use Dext Prepare
Accountant/bookkeeper already uses Dext Prepare
If your accountant/bookkeeper is already using Dext Prepare, you’ll see this message:
![](/static/221b060596fab736a053c0a86f6ebdfb/Screenshot-2022-10-19-at-11.16.45.png)
- Click Allow access. They’ll be given permission to access your account and view, edit and publish your uploaded paperwork.
- When the connection is successful you will see this notification.
![](/static/c1cd7fc9c12ef1b727fd0cfe582e045e/Screenshot-2022-10-19-at-11.17.50.png)
You can manage this connection at any time by going to My Profile in the sidebar, then Accountant.
![](/static/53340cf95b2898a615c64e5f4a45c523/Screenshot-2022-11-23-at-10.38.00.png)
Accountant/bookkeeper does not currently use Dext Prepare
If your accountant/bookkeeper does not subscribe to Dext Prepare, you can invite them to use Dext Prepare:
- Enter your accountant or bookkeeper’s email address, then click Send Invite.
![](/static/d6ee732b2310491d6d16b98cc9cad6c6/Screenshot-2022-10-19-at-10.59.53.png)
The accountant will be sent an invitation to start a free trial for accountants & bookkeepers.
If you want to see a preview of the email they will be sent, click See how the email will look.
- You can see the status of the invitation by going to My profile in the sidebar, then Accountant.
![](/static/ee1849f547cc828f402a626f59454fd4/Screenshot-2022-10-19-at-11.02.57.png)
- When your accountant accepts the invitation a pop up will show on the screen notifying you of the successful connection.
![](/static/c1cd7fc9c12ef1b727fd0cfe582e045e/Screenshot-2022-10-19-at-11.17.50-2.png)