The Client View page gives an overview of each of your Client Accounts. It details statistics and patterns in how users are submitting to Dext Prepare.
Note: this functionality is only available for Optimize Partner accounts. Find out more about the different Dext Prepare products here.
It can indicate when your clients are submitting documents regularly, and help you anticipate any backlogs or delays in your process.
This short course outlines the main areas of the Client View and how partners can use it to manage daily workloads.