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  1. Dext
  2. Using Dext Prepare
  3. Client Accounts

Client Accounts

Within Partner Accounts [Streamline and Optimize products], there can be multiple Client Accounts. This section describes how to manage these.

  • What will my clients see when they first login to Dext Prepare?
  • Can my client edit items?
  • What access do my clients have to their Dext Prepare account?
  • How to control which clients your colleagues can view
  • How to transfer a business' Dext Prepare subscription to be paid by an Accountant / Bookkeeper
  • How to delete a client account
  • How to establish new default client account settings
  • How to use the BCC Field
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