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.
This article is relevant to the enhanced Dext experience. You can access the article for the legacy Dext experience here.
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.
