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Dext Solo

What accountants & bookkeepers need to know

Dext Solo is the perfect record-keeping solution for sole traders, small landlords and the professionals who advise them. 

 

  • Self-employed individuals and landlords can capture and code transactions, analyse their numbers to make better decisions, and feel confident about paying the right amount of tax

  • Accountants and bookkeepers have control and visibility on how they support their self employed and landlord clients, using Dext Prepare's world-class automation tools to provide incredible efficiencies

  • Suitable for non-vat registered, unincorporated individuals

Who is Dext Solo suitable for?Solo Traders,Landlords
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This page will help you as an accountant or bookkeeper with:


  Adding clients to Dext Solo for the first time

Migrating clients from Prepare to Dext Solo


 Communicating about Dext Solo to your clients

  Understanding how Dext Solo can help you and your clients 

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 Recent updates to Dext Solo:



  New migration tool to seamlessly move
      clients from Dext Prepare to Dext Solo
  Customisable chart of accounts mapped to tax 
      return boxes
  SA103F and SA105 reporting
  Improved reporting for analytical review
  Advanced search to efficiently find documents


Video: Client Migration

Dext Prepare to Dext Solo

If you are an accountant or bookkeeper with sole trader or landlord clients on Dext Prepare, you may find Dext Solo a better fit for those client types.

This video will outline the Dext Prepare to Dext Solo migration process. 

You can access your client review screen here

Client Review Screen

Partner Information     

To get started with Dext Solo, you can use the client review screen to mark the clients who could be better served on Dext Solo. 

You can then start a Dext Solo trial here.

Ready to Learn

Clients Information

We know that sharing information about software tools like Dext Solo with clients can be tricky. 

We've prepared some client facing assets to help.

More Useful Links

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Dext Solo Help Content

Dext Solo partner 'Getting Started' webinars