Exclusive webinar series for the Dext Partner Community
Is your practice scaling or just getting busier? Most firms are sitting on a goldmine of client data but are too buried in manual cleanup and "month-end mountains" to see it.
Join us for a webinar series designed specifically for Dext Partners. We’ll show you how to build on your existing expertise to unlock higher margins, more predictable workflows, and greater visibility across your firm.
Stop guessing your fees. Start backing them with data.
In this practical session, you’ll learn how to use Dext Health Score to quote accurately, prevent scope creep, and protect your margins, without uncomfortable pricing conversations.
Why Attend?
Underquoting and silent scope creep don’t happen because firms lack expertise.
They happen because pricing isn’t backed by clear, measurable evidence.
This webinar will show you how to use Dext data to:
- Quote more accurately from day one
- Improve fee recovery and profitability
- Trigger structured billing reviews based on activity trends
- Confidently identify work outside agreed scope
When pricing is supported by data, conversations become easier - and more transparent.
What We’ll Cover
Using Health Score for Accurate Quoting
Turn data quality into a clear, objective pricing guide at onboarding.
Activity-Based Billing Reviews
Assess transaction volumes over time and spot when fees need adjusting.
Eliminating Scope Creep
Identify additional work upfront and maintain recoverability with confidence.
Built for Firm Owners & Decision-Makers
If you’re responsible for pricing, onboarding, or client fee reviews - this session will give you the statistical backing to protect your margins.
Join Part 2 of the Data Health Series and start pricing with clarity, confidence, and control.
Register now - >
Clean as you go -
Spot, control and eliminate errors before they cost you
Part 3 | 22 April | 2.00pm AEST
In this practical session, you’ll discover how to use Dext Data Health and Insights for early visibility of errors and anomalies, leading to faster cleanup and ensuring data is pristine and ready for reporting. Spot and correct those time-consuming inaccuracies for a smooth EOFY and head into FY 2026-2027 with clean books.
In this 45 mins session, we will demonstrate:
How to Avoid Bottlenecks
Integrating the “Clean Up Workflow” into your regular processes to save time and avoid bottlenecks at critical times.
How to detect anomalies early to reduce journal entries
Identifying multi-coded contacts, duplicate invoices, tax mismatches, and other potential discrepancies.
Ensure ATO compliance
Instantly identify missing or invalid ABNs and incorrect tax treatments. Stop wasting hours on manual checks - let Dext handle the cross-checking for you.
If you spend too much time tidying up records or have been caught out by errors in client data - this session will give you the tools to make the task easier.
Join Part 3 of the Data Health Series and Insights and start cleaning as you go.
Register Now >
Supercharge your operations in Dext - Standardise workflows & real time insights across your practice
Part 4 | 20 May | 2.00pm AEST
In this webinar, you’ll discover how to use Dext’s practice level tools to build scalable processes, and maintain visibility across your teams and clients as you grow.
In this 45-minute session, you’ll learn how to:
Configure your Dext account to provide visibility across a growing firm.
Customise dashboards to provide a helicopter view of the metrics you want to monitor - Team capacity, client transaction volumes, quality of bookkeeping & unreconciled statement lines.
Ensure consistency across all staff and client processes:
Easily assign intelligent workflows, powered by our Data Health checks to standardise processes and identify training gaps.
Easily track team progress & tasks
Use workflows dashboards to get visibility of outstanding tasks, review progress and understand staff workload in real time, allowing for more proactive management.
If you manage a team of staff or a large portfolio of clients and find it difficult to keep on top of everything, register now to see how these tools can make your life easier.
Price with confidence - Using data to avoid scope creep and maintain correct pricing levels
Part 2 | Available on Demand
In this practical session, we will demonstrate how to use Dext Data Health and Insights to quote accurately, prevent scope creep, and protect your margins, without uncomfortable pricing conversations.
We will cover:
Quoting for initial engagements with confidence
Using a health score data to show clients why their books require more (or less) work and allowing you to quote more accurately from the start, improving recoverability of work.
Making regular fee reviews easy
Easily monitor transaction volume changes across your clients and initiate fee review conversations supported by data.
Eliminating Scope Creep
Use Data Health & Insights to maintain boundaries in services carried out for clients. Use data-driven information to turn unbilled favours and requests into billable opportunities. Identify additional work upfront and maintain recoverability with confidence.
If you’re responsible for pricing, onboarding, or client fee reviews - this session will give you the statistical backing to protect your margins.
Join Part 2 of the Data Health and Insights Series and start pricing with clarity, confidence, and control.
Register Now >
The Advanced Practice:
Build a Connected, Data-Driven Firm with Dext
Part 1 | Available on Demand
As part of the Dext Partner Community, you already understand the value of fast, accurate data capture. This live webinar session goes a step further.
In our first session, we’ll show how Dext Advanced & Data Health and Insights connect into a single, scalable system that supports better data quality, consistent delivery across your team, and can in turn boost your profit margins.
In this 45-minute session, you’ll learn:
- The Big Picture - How Dext can replace unintegrated or manual processes to allow firms to grow.
- The Tech Evolution - why standard bookkeeping processes are falling short, and how advanced firms are adapting.
- The Connected Practice - how Dext tools work together to create a single source of truth across your firm.
- Standardisation at Scale - how to ensure every team member delivers the same high-quality output, regardless of role or experience.
- Future-Proofing Your Firm - why clean, connected data is the foundation for future AI and automation - and how to prepare now.
This isn’t about introducing new software.
It’s about seeing how the existing Dext toolkit works together to power a more sophisticated, data-driven firm.
Register Now
Dext Hosts:
Senior Customer Success Manager, Dext
Lisa Walker is a Senior Customer Success Manager at Dext, with over a decade of experience in accounting practice, now focused on helping accounting firms successfully implement and use Dext’s bookkeeping automation platform.
Customer Success Manager, Dext
Adam Smith is a Customer Success professional at Dext Australia, working with accounting and bookkeeping partners across the APAC region. His role focuses on customer education, onboarding, and partner success, often through webinars, product training, and advisory sessions that help firms maximise the value of Dext’s bookkeeping automation platform.
Senior Customer Success Manager, Dext
George has been with Dext for over 3 years as a Senior Customer Success Manager. Before joining, he spent six years in London as a Chartered Accountant, supporting small and medium-sized businesses with everything from bookkeeping to audits. At Dext, George is passionate about helping his partners embrace technology to simplify their workflows and loves witnessing those ‘light bulb’ moments when they see how much time Dext can save them.