Overqualified for the admin, irreplaceable for everything else. Where AI ends and your judgement begins. Download insights →
Dext certification for the whole practice. One way of working.
Self-paced training that takes your team from setting Dext up to running automation, approvals and client workflows across the client base. Included in your Dext subscription.
Certified teams. Fewer things to put right.
Dext U certification is built on real client work rather than theory. Your team learns where the automation earns its keep, and how an error gets caught before it reaches the ledger.
3 levels of certification
Less than 3 hours required in total
Bonus: the client side
A short video series your clients can work through themselves, so documents arrive where they should. Your team spends the time on the client, not on the reminder.
Start at set-up. Finish running the practice.
- Level #1
- Level #2
- Level #3
Set the practice up properly. First time.
Find your way around Dext, configure your practice space — chart of accounts imported, the accounting software you already use connected — then bring in your team and your first client.
Turn the automation on. Watch the admin drop.
Advanced automation rules, banking and sales workflows, simpler invoicing, approval flows that route to whoever signs off without switching tools, and document organisation that still makes sense at year-end.
Run the practice from a dashboard. Not from your inbox.
Tighten your approval flows, roll Dext out across your clients, and follow collection and processing progress in Firm Management, so a bottleneck shows up while there is still time to do something about it.
What the practice gets. Beyond the badge.
Automation that gets switched on. Not just paid for.
Most of the admin a practice still does by hand is work the automation was never set up to take. Certification walks your team through the rules, so the repetitive jobs stop reaching them and the hours go to clients instead.
New starters up to speed. Without shadowing a colleague.
Everyone learns the same way of working, so a client file looks the same whoever touched it — and your experienced staff stay on their own work.
Clients who submit properly. Without being asked twice.
Short videos show your clients how to send documents in, so what arrives is complete and on time. Fewer reminders from your team, fewer gaps in the books.
Video, at your team's pace. Applied to real client files.
Watch a module, then do the same thing in your own practice space the same week.
Less theory. More your team can use this week.
Every module ends in something done rather than something read: a rule configured, an approval flow built, an error caught before it compounds.
The result shows up in the work — fewer corrections, faster client turnaround and conversations with clients that are about advice rather than missing paperwork.
Nothing extra to pay. Dext certification is included in your Dext subscription, for everyone in the practice.
For your team, and the clients they look after.
Whatever their level, your team leaves with automation and workflow skills they can apply to a live client file straight away.
Progress is worth showing: alongside the completion certificate, your team earns badges for the skills they have proved in Dext.
And your clients get short videos on submitting documents properly, so fewer arrive late and fewer arrive wrong.
Ready to train with Dext certification?
You’ve already invested in Dext. Now unlock its full potential, at no extra cost.
Frequently Asked Questions
Passing the Dext certification
No, it's not mandatory, but it is highly recommended to improve efficiency, structure your working methods, and increase the value of your assignments while preparing your firm for the profession's evolutions. You don't need to complete every module first either: take the final assessment whenever you feel ready.
It is designed for all Dext users in your firm: staff, assistants, project managers, and accountants. Everyone who uses Dext will find practical skills to apply daily.
Know the practical details
Dext U is self-paced, so it depends on how much you want to cover. You can work through the modules in any order, skip what you already know, or go straight to the final assessment, which takes less than an hour.
Yes, the certification is included in your Dext subscription at no additional cost.
Track course progress
Yes. Practice Admins can see each team member's certification status on the Colleagues page in the Team tab. The Dext Certification column shows final assessment status.
Yes, each user can also view their own progress directly in their interface.
Taking the final assessment
It has 36 questions, takes less than an hour and needs 80% or higher to pass. You get up to three attempts. Questions are drawn from across the whole pathway, including the case studies and Dext AI Assist. You can take it at any point.
You get three attempts. If you don't pass on your third attempt, you won't be able to retake the assessment for 12 months. Before using your final attempt, we recommend revisiting the Dext U modules and reviewing any topics you're unsure of.
Your certificate, UK learners also receive a CPD Summary Document setting out what the content covered, its learning outcomes and its guided learning time, for their own records.
Your existing certification currently stays valid and nothing you've completed has been removed. To get an updated 2026 certificate, which is eligible for CPD record-keeping in the UK, pass the final assessment. You don't need to repeat the learning.