Through our easy-to-use technology, capture, code, and control your client’s financial transactions safely and efficiently. You’re able to deliver tailored financial advice to your clients, up-to-date books, and on-the-go bookkeeping.
Dext + CPA Canada
Dext Prepare gets all the important information from receipts, invoices and bank statements, automatically
Do more with Dext
Dext makes accountants, bookkeepers, and the businesses you advise more productive, profitable, and powerful through better data and insight. As your practice grows, workflows become more complex. Client expectations increase, and timelines get squeezed. Empower your team with insights into your clients’ finances and workflow.
Bring the same speed and accuracy of Prepare (with Receipt Bank) to your QuickBooks Desktop clients. Amounts, due dates, categories, and supplier lists – view everything instantly on one dashboard.
Access incredible features:
4 Submission methods
No matter where your clients are, they can use one of our submission methods to submit their financial documentation to Dext
Extraction of dual tax, payment methods. Help reduce the time needed by using Dext Prepare’s built in data analysis to keep track of tax for your clients.
Get the tools and support you need in both English and French to support your clients across the region.
Simplify your data tracking with built in support for multiple currencies to make handling client expenses that much easier.
Integrate with QuickBooks Online, QuickBooks Desktop, Xero, and Sage Business Cloud. Just log-in connect and begin matching your data.
We and flexible cloud platform. With our cloud software, security is always in mind. Have peace of mind with digital backups of your receipts and data in one place.
Bring peace-of-mind and convenience to your clients. With our best-in-class mobile app, clients can simply take a picture of their paperwork and submit it—no more worrying about missing receipts or sorting of shoeboxes. Dext can help differentiate your business and deliver a seamless client experience
Secured cloud storage
Once your paperwork is uploaded, Dext will store it for a minimum of ten years in compliance with tax laws. The online archive is searchable so that you can find documents from particular date ranges, amount ranges, suppliers, and much more. That means in the case of an audit you can provide documentation within minutes.