How to Remove a Client from your Dext Prepare Account
You can remove a client permanently or deactivate a client from your Dext Prepare account.
Important: To be able to remove a client you must have Administrator level User Privilege access. If you don’t see the My Team menu, you don’t have sufficient access and must contact your account administrator or your accountant/bookkeeper to gain access or request removal of the user.
There are two options available when removing a Client from your Partner Account:
Removing a client: completely removes the client from your account and severs the connection.
Deactivating a client: you keep access to the client account but suspend their Dext Prepare services.
If your client wants to move their Dext Prepare account to another accountant they will need to be removed from your account, and then an admin user in that client’s account must invite the new accountant to access their account by following these steps.
1. My Clients in the Manage section of the sidebar. 2. Then, in the Actions column next to the client you wish to remove, and click Manage. 3. Click Edit.
4. On the Edit page go to the REMOVE FROM PRACTICE section, and click the Remove client button.
Important: If there are no users added to the client account, or no users have been invited to access the account for themselves, you will only have the option to delete the client, as a user must be attached to the client’s Prepare account to access the client’s data. Once deleted, any data associated with this client account will be permanently deleted, and cannot be recovered.
If you are happy to permanently delete the client, click Delete in the DELETE FROM PRACTICE section.
You will then be prompted to confirm you do want to permanently delete the client, and to enter the client’s name to finalise the deletion.
5. The next screen will explain what the removal process means for both you and your client. If you would like to proceed, click Next.
6. You will then need to select an account owner for the removed client. This should be the main business owner. Once you have made the selection, click Remove.
7. Once the removal is complete, you will see a notification banner. You and your client will also be sent an email confirming the removal.
Please Note: The removal process is permanent and can only be reversed by the Client inviting the Accountant or Bookkeeper to reconnect.
Once your client has been removed, they will be able to start a free trial of our Dext Prepare product built for businesses or connect to a new accountant or bookkeeper.
Deactivating a Client
Go to:
1. My Clients in the Manage section of the sidebar. 2. Then, in the Actions column next to the client you wish to deactivate, and click Manage. 3. Click Edit.
4. On the Edit page go to the PRODUCTS section, and click the the Deactivate Client button.
5. The next screen will explain what the Deactivation process means for both you and your client. If you would like to proceed, click Next.
6. Once the Deactivation is complete, you will see a notification banner. You and your client will also be sent an email confirming the deactivation.
Please Note: The Deactivation process is reversible and these clients can be Reactivated.
Once your client is deactivated, they will have the option to start a free trial of our Dext Prepare products built for businesses.
Remove a Self-paying Client
Because a self-paying client has their own subscription to Dext Prepare the process is simpler as you can only remove the client from your Partner Account.
Go to:
1. My Clients in the Manage section of the sidebar. 2. Then, in the Actions column next to the client you wish to remove, and click Manage. 3. Click Edit.
4. On the Edit page go to the REMOVE FROM PRACTICE section, and click the Remove client button.
5. The next screen will explain what the removal process means for both you and your client. If you would like to proceed, click Next.
6. You will then need to select an account owner for the removed client. This should be the main business owner. Once you have made the selection, click Remove.
7. Once the removal is complete, you will see a notification banner. You and your client will also be sent an email confirming their removal.
To Reactivate a Deactivated client:
Go to:
1. My Clients in the Manage section of the sidebar. 2. Then, in the Actions column next to the client you wish to reactivate, and click Manage. 3. Click Edit.
3. On the Edit page go to the PRODUCTS section, and click the the Reactivate Client button.
4. Your Client will receive an email confirming the Reactivation.
