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.
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You also access this page via your homepage, by going to Invite your accountant and clicking the Invite Accountant button.
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- 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:
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- 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.
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You can manage this connection at any time by going to My Profile in the sidebar, then Accountant.
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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.
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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.
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- When your accountant accepts the invitation a pop up will show on the screen notifying you of the successful connection.
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