By inviting an external accountant or bookkeeper to Dext, 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 removed 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 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 an 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 your Accountant/bookkeeper that already uses Dext
- How to invite your Accountant/bookkeeper that doesn’t currently use Dext
Where to go to invite your Accountant or Bookkeeper
- You can invite your accountant or bookkeeper from the Accountant page from within the Business Settings.
- 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
- How to invite if your Accountant/bookkeeper does not currently use Dext
Accountant/bookkeeper already uses Dext
If your accountant/bookkeeper is already using Dext, you’ll see this message:
- 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’ll see a notification to confirm this.
You can manage this connection at any time by going to Business settings, then Accountant.
Accountant/bookkeeper does not currently use Dext
If your accountant/bookkeeper does not subscribe to Dext, you can invite them to use Dext:
- Enter your accountant or bookkeeper’s email address, then click Send Invite.
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 Business settings, then Accountant.
- When your accountant accepts the invitation a pop up will show on the screen notifying you of the successful connection.