Topic: Discover hidden gems in Dext Prepare

Host: Paul Lodder - VP of Accounting & Product Strategy at Dext

Date & Time: 6th February 2024 at 11am GMT

Discover hidden gems in Dext Prepare with Paul Lodder during our upcoming webinar on 6th February 2024 (11am GMT).

Gain insights into lesser-known features that can significantly enhance your experience with the platform. Paul will provide valuable guidance on leveraging various settings alongside supplier rules to streamline VAT reporting for partially exempt businesses.

Additionally, he will cover time-saving techniques for processing and reviewing financial records that will boost efficiency in your workflows. Don't miss out on this opportunity to maximise the potential of Dext Prepare and optimise your bookkeeping processes.

Topic: Maximising Profitability: Effective pricing strategies to consider for your accounting software

Host: Katie Dutton - Practice Solutions Expert at Dext

Date & Time: 15th February 2024 at 11am GMT

Topic: Dext and QuickBooks: A seamless integration

Host: Paul Lodder - VP of Accounting & Product Strategy at Dext

Date & Time: 20th February 2024 at 11am GMT

Join Paul Lodder as he talks through our seamless integration with QuickBooks and how you can automate many of the tasks involved in bookkeeping, improve the accuracy of your accounting data, and gain insights into your financial performance.

Dext can automatically import your receipts, invoices, and other financial documents into QuickBooks. This saves you time and hassle, and it ensures that your accounting data is always up-to-date. Dext can also automatically match your transactions in QuickBooks. This helps you to quickly and easily reconcile your accounts, and it reduces the risk of errors.

Topic: Automation Masterclass Step 2: Finding the Right Solution
Host:
Katie Hawking - Head of Practice Solutions & Sales Enablement, Dext

Date & Time: 23rd February 2024 at 11am GMT

Following on from our timeline to automation webinar, you should now have insights into where automated data extraction processes can make your firm more efficient, the pain points your colleagues feel, and any improvements your clients would benefit from.

The 2nd step in our automation masterclass means you’re now ready to start exploring potential solutions and identifying the best fit for achieving your vision.

Topic: Basis Period Reform: All you need to know

Hosts:
Paul Lodder - VP of Accounting & Product Strategy at Dext
Paul Aplin OBE - MTD & UK Tax Specialist Consultant

Date & Time: 28th February 2024 at 2pm GMT

Topic: Streamline an HMRC enquiry with Dext: the perfect solution for stress-free bookkeeping

Host: Paul Lodder - VP of Accounting & Product Strategy at Dext

Date & Time: 12th March 2024 at 11am GMT

Facing a tax enquiry can be a daunting experience. Receiving a letter from HMRC indicating an inquiry into your Self Assessment return or a review of your VAT returns, spanning the past 4 years, naturally raises concerns.

However, with a solid foundation of financial management and efficient record-keeping, there's no need to panic -especially when equipped with Dext, the perfect solution for stress-free bookkeeping and accurate records.

Dext can streamline an HMRC enquiry due to the advanced search capabilities, making documents easily accessible. Say goodbye to the hassle of providing information to HMRC - Dext simplifies the task. Specific documents can be located effortlessly by supplier, category, amount, or date range, and then conveniently downloaded as a single PDF.

With Dext there is no need to store boxes of invoices and then potentially spending hours looking for the paperwork requested. With Dext all invoices are stored digitally, making 2024 the opportune moment to ensure your records are meticulous and that you're fully informed about your business finances at all times.

Topic: Automation Masterclass Step 3: Bringing your Clients On-board

Host:
Katie Hawking - Head of Practice Solutions & Sales Enablement, Dext

Date & Time: 22nd March 2024 at 11am GMT

Automating data extraction streamlines your clients’ experiences too, helping you build stronger relationships with them and strengthening your role as their trusted advisor. There are lots of reasons they should welcome automation, but it’s important to acknowledge any changes they’ll need to make or which may spark some resistance.

For the 3rd step in our automation masterclass, we will discuss how to get your clients engaged and onboard from the start.