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Business Owners
  • Introduction To Dext Prepare
    • What Dext Prepare Products are Available?
    • How to Sign Up to Dext Prepare as a Small Business or Sole Trader
    • How Does Dext Prepare Work?
    • Get Started with Dext Prepare
    • Your New Dext Prepare Account
    • Welcome to the Dashboard for Business Accounts
    • Why Link Your Business to Accounting Software?
    • How To Add A User To Your Team
    • How to Add Documents
    • How to Use the Mobile App to Upload Paperwork
    • How to Edit, Publish and Export Items
  • Your Account
    • How to Check Your Item Extraction Limit
    • How to Modify Your Plan
    • How to Deactivate your Dext Prepare Account
    • How to Pause your Dext Prepare Subscription
    • How to invite your accountant or bookkeeper to access your Dext Prepare account
    • How to remove or reallocate a bookkeeper’s or accountant’s access to your account

How to remove or reallocate a bookkeeper’s or accountant’s access to your account

If you’ve previously given access to an accountant or bookkeeper to view and manage your Dext Prepare account, you can remove or change their access.

1. To remove their access:

  • Navigate to the Manage section of the menu and click on My Profile
  • Then click on the Accountant page

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  • Click on the Disconnect from accountant button.
  • Review the option on the panel that appears and then click Disconnect.

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2. To reallocate the access to another accountant or bookkeeper, use the Invitations section of the same page if you’d like to give a different accountant/bookkeeper access to your account.

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