The Dashboard is where Accountants & Bookkeepers can take a holistic view of each of the Client Accounts that they have on Dext Prepare and their own Practice Account.
Note: this functionality is only available for Accountant/Bookkeeper partner accounts. Find out more about the different Dext Prepare products here.
This short course outlines the main areas of the Partner Dashboard as outlined in this article, and how partners can use it to structure daily workloads, communicate with clients, and improve practice efficiency overall.
For Partners on Streamline
The Client View is used to view and manage your entire list of clients.
Displayed are the - CRN (account number), Current Integration, and number of Items in Inbox. You can also click on the Manage button on the far right for more options for that particular client.
To access your own Practice Account, simply click on the Client Switcher button on the top left
And then on the name of your Practice Account. Or scroll down and click on the name of which Clients you would like to work on.
For Partners on Optimize
The Client View is used to view and manage your entire list of clients and gives you key metrics that give you an overview of each client's performance including the amount of outstanding work, missing paperwork and overall efficiency.
The Practice View is used to monitor productivity within your practice, identify blocked workflows and overall submission volume.