Tue, 10th June at 11am

Speakers:

• Amina Haddadi, Senior Account Manager, Dext
• George Wells, Customer Success Manager, Dext

Take your practice to the next level by optimising Dext’s features to streamline operations, save time, and enhance client satisfaction.

In this session, we’ll explore how Dext can help medium-sized accountancy practices drive efficiency, improve compliance, and create transparent pricing structures that protect your margins. By establishing robust onboarding processes, your firm can increase client retention, unlock new advisory opportunities, and ensure accurate pricing without surprises.

Key topics & benefits for your firm and clients:

Winning new clients & transparent pricing

Enhancing compliance & data accuracy

Empowering clients who do their own bookkeeping

Strengthening client relationships & unlocking advisory opportunities

Protecting margins & improving recoverability

Now on demand

Speakers:

• Max Whiteley, Product Domain Expert, Dext.
• Jim Denyer, Customer Success Manager, Dext

Leverage the power of Dext’s insights and dashboards to make data-driven decisions, optimise workflows, and boost practice efficiency.

In this session, we’ll dive deep into how Dext’s dashboards and insights can transform your practice. By understanding and leveraging these insights, you’ll be able to drive efficiency, improve decision-making, and ensure more consistent outcomes for your clients. We’ll also explore the upcoming efficiency score feature and why standardising workflows is crucial for maximising your practice’s potential.

Now on demand

Speakers:

• Laura Buchanan, Senior Key Account Manager, Dext.
• Simon Williams, Senior Director Product Management, Dext

Discover how to go beyond the basics by using advanced Dext features, driving even greater efficiency and delivering superior results.

In this session, we’ll show you how Dext can transform your accountancy practice. Whether you're new to Dext or not yet using it, we’ll demonstrate how its advanced features can streamline workflows, improve client service, and drive profitability. Get ready to experience the full potential of Dext and see what you're missing.

What You’ll Learn:

Discover Dext’s Advanced Features

Real-Life Use Cases

How Dext Helps You Overcome Time Constraints

Measuring Success and Maximising Efficiency

Now on demand

Speakers:

• Freddie Minns, Key Account Manager, Dext.
• Max Whiteley, Product Domain Expert, Dext

Focus on the strategic investment in Dext to drive efficiency, enhance client relationships, and unlock new opportunities for growth.

In this in-depth session, we’ll explore how medium-sized accountancy practices can strategically invest time at the outset to reap long-term benefits with Dext. The session will focus on how systems and procedures can be streamlined using Dext to create greater efficiency and consistency across your practice.

Why investing in onboarding matters for your practice:

First impressions matter: A smooth, organised setup not only builds client trust but also fosters confidence in Dext as a core tool for your practice.

Reduces future support needs: By properly onboarding clients and standardising processes, you minimise troubleshooting and reduce the dependency on your support team later on.

Boosts client efficiency: Teaching best practices and ensuring clients are familiar with Dext early on maximises their productivity and results.

Encourages full feature adoption: Clients who receive comprehensive onboarding are more likely to explore and utilise all of Dext’s tools, optimising their workflow.

Prevents errors and frustration: With clear, structured guidance, you help clients avoid costly mistakes and frustration, improving both client satisfaction and operational efficiency.

Increases client retention: A solid onboarding process establishes a positive, long-lasting relationship and encourages continued use of Dext.

Saves time in the long run: Though it requires an initial time investment, well-thought-out onboarding means fewer challenges later, freeing up your team to focus on higher-value tasks.

Enhances workflow integration: Clients will learn to seamlessly incorporate Dext into their internal processes, boosting overall efficiency and reducing manual work.

Drives faster ROI: The quicker your clients master the platform, the faster they’ll start seeing a return on their investment, benefiting both their business and your practice.

Empowers clients to be self-sufficient: With effective onboarding, clients become more self-reliant and need less ongoing support for basic queries, allowing your team to focus on more complex matters.

Additionally, we will link these onboarding principles to "The Factory"—a system for creating repeatable, scalable processes that drive efficiency and consistency across your practice.

Now on demand

Speakers:

• Hayden Hagger, Senior Customer Success Manager, Dext
• David Oliver, Senior Key Account Manager, Dext

Begin your Dext journey by learning the essentials of onboarding, ensuring your practice and clients are set up for long-term success.

In this session, we’ll explore how medium-sized accountancy firms can maximise the benefits of Dext by effectively onboarding clients from day one. By focusing on feature adoption, you’ll ensure your team and clients get the most value out of the platform, driving better efficiency and ROI.

We’ll dive deep into key features that can streamline client interactions, including:

ROI calculator: Helping your clients see the tangible benefits of using Dext.

Submission methods: Offering multiple ways for clients to submit data, making the process easier and more flexible.

Email in tips and tricks: How to leverage email submissions for a smoother workflow.

Payment methods: Simplifying payment workflows for clients and your practice.

Settings: Understanding and configuring settings that optimise Dext’s functionality for your clients’ needs. This includes VAT settings, duplicate detection, user settings, and more. We’ll explain why these settings are critical to your firm’s success and how they ensure accuracy, reduce errors, and save time. By getting these right, you streamline internal processes, reduce manual work, and provide clients with a smoother, more reliable service.

This webinar is designed specifically for accountancy practices with growing teams, looking to improve client onboarding, standardise processes, enhanced team collaboration and client satisfaction.

Now on demand

Speakers:

• Robyn Edwards, Practice Solutions Expert, Dext.
• Simon Williams, Senior Director Product Management, Dext

Daylight saving time may have stolen an hour, but Dext can help you win it back - and more!

Join Dext on 15th April for an insightful webinar showcasing how Dext’s powerful platform can streamline your workflows, save valuable time, and drive efficiency for both your firm and clients. This session offers a sneak peek into Dext’s full capabilities, where we’ll dive deeper into specific features and demonstrate how Dext can truly revolutionise the way you work.

Don’t miss out - let Dext help you reclaim your time!