Register for one of our on Demand training sessions
Get Started with Precision - This session will start with an introduction of Precision and will guide you through adding clients, team members and explain our 3 main use cases which will provide you with the tools to help you get off to a flying start with Precision.
Prospecting, Quoting & Onboarding - Discover key features that will help make client reviews easier, faster and more efficient when prospecting and onboarding using Health Score and Clean up tools alongside Activity Stats and Onboarding workflows.
Focus & Flows - Learn how to build automating, collaborative workflows that seamlessly integrate with your accounting ledger to make complex tasks simple.
Practice Analysis - Practice analysis is a fully flexible & customisable reporting area where you can filter Precision's intelligent data to produce a practice wide view of key client and team insights.
If you have any questions regarding the training, please reach out to our Partner Success team.
If you have any technical queries that you would like our team to answer, please email our support team and they will get back to you.
Book your live Precision Q&A session today
Joined by our in-house Experts, learn what Dext Precision is all about and how you can use it to supercharge your practice processes.
This will be a 20 min overview of our 3 main use cases showing some of the features and functionality in Precision to help you get set up and started using Precision.
Please note: The agenda for this session is steered by you, the attendee. You will have the opportunity to ask our team of experts any questions relating to Precision.
The session is designed for:
- Those who have received training from their Practice
- Have watched our on-demand session/s webinar above
- Have been using Precision for a while & have questions
