The Practice View page gives an overview of the efficiency of your practice and client base.
Note: this functionality is only available for Optimize Partner accounts. Find out more about the different Dext Prepare products here.
It can indicate which submission methods your clients are using, submission patterns and delays, and onboarding progress.
This short course outlines the main areas of the Practice View and how you can use it to improve practice efficiency.
View the following video for a comprehensive overview of the Practice View.
Otherwise, you can find out more here. Or scroll down to see an explanation of each section of the dashboard.
