Your practice plan may include a set number of clients or set free allowance of add-ons such as a Bank Statement Extraction and Line Item Extraction.
You can increase your plan limits and purchase or upgrade your add-ons in the Dext web app.
Managing your Subscription
To manage your subscription:
- Go to Practice Settings, then Subscription
- You will then land on the subscription page, where you will see an overview of your plan, client limits and add-ons.
Increasing your client limit
To increase the number of clients included in your plan:
- Go to Practice Settings in the sidebar, then Subscription.
- Click Add more clients.
- Select the total number of clients you’d like in your new plan.
- Review your selection and complete the purchase by clicking Upgrade. You can start using your new client plan immediately.
Purchasing Add-ons
To purchase or upgrade a bundled add-on:
- Go to Practice Settings, then Subscription
- Scroll down to Add ons.
From here you can monitor your usage, and click Buy/Upgrade Bundle to purchase or upgrade a pre-paid bundled add-on to save on the per unit cost.
3. To purchase a bundle, select a bundle size (available in multiples of 50) and review your purchase. You can start using your new bundle immediately.
4. To upgrade your bundle, select a new bundle size (available in multiples of 50) and review your purchase. You can start using your new bundle immediately.
