The paperless solution for accountants and bookkeepers in Canada and worldwide
Getting Started with Dext Prepare is perfect for new starters, as well as anyone who wants a refresher.
Hosted daily by our Partner Success Consulting experts, we'll cover the key workflows, processes, and tools to make your bookkeeping effortless.
By the end of your live session you'll be able to:
Create a client account
Setup your client's account to work with their accounting software
Submit Costs and Sales items to Dext Prepare
Review and edit clients' Costs and Sales items; export them to their accounting software
Add additional users to your practice's account and your clients' accounts
There will also be time for questions at the end!
Simply select the session you would like to join, and we will send you an email to confirm everything.
See you there!
If you are not in Canada, please click here to select the correct geographic region in which you are based.
Session de français - Un mercredi sur deux
Owner - Accounting Assist
I don’t even want to imagine processing each invoice one by one – I just couldn’t do it!
Owner - Fresh Financials
I could have done this much earlier - the results were that quick, and that dramatic.