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, and vice versa
- How to delete a client account
- How to establish new default client account settings
- How to use the BCC Field