Looking for ways to make your practice more productive and profitable? Get certified as a Dext product expert to show current and prospective clients how you’re best placed to help their businesses grow.
Dext Certification is applied across three tiers - Partner, Pioneer, and Pro. Your level is determined by how actively you use our core features to show that you’re getting the most out of Dext.
By moving up the tiers, collecting rewards and gaining badges, you’ll be making your firm stand out from the crowd.
We’ve expanded the capabilities of Dext Prepare (with Receipt Bank) over recent years. The new Certification Programme is designed to reflect that, and to reward you for becoming a product expert. If you were already progressing through the old certification programme, not to worry, your new status will reflect that.
Becoming a Dext Partner is the first key milestone in the Certification Programme, designed to get you up and running with the software. You’ll be rewarded for achieving your initial Dext onboarding targets, which means getting your first 3 clients onboard and submitting.
Clients benefit most from Dext when they’re active and regularly submitting their paperwork - allowing you to provide timely financial insights based on up-to-date data. And that means less chasing for you.
Getting your clients using our digital submission methods (email-in, mobile app and Fetch) is key. It saves time for your clients (no lost or faded receipts) and means you can spend more time providing real-time financial insights.
Here’s how it all comes together:
We’ve built Dext Certification around 2 core features - Supplier Rules and Auto-Publish.
These allow you to automatically set categories to auto-publish paperwork as soon as it’s submitted. With Prepare, you can set tax rates, currencies and categories for a supplier to avoid costly errors and save valuable time when processing predictable paperwork.
By being of the Dext Certification programme, you’ll be one of the first to hear about our latest product innovations. You’ll also get introduced to our whole range of current features (like Item Messaging) - helping you to fully optimise your firm.
When you become Dext Certified, you’ll be making use of the powerful optimisation tools within our products. From in-depth analysis into your bookkeeping process to reporting that helps grow your firm, engage your clients and align your team, Optimize gives you a complete view of your firm’s efficiency.
If you haven’t yet tried Optimize, speak to your Account Manager to start a free trial. Trialling Optimize is enough to hit the Dext Certification threshold with no obligation to buy.
Get Dext Certified now! Log into Orange Select or register to see your current status and next steps.