Practice productivity tools to keep your team in control
As your practice grows, so too does the need for managing client and business productivity. Dext scales with you and provides valuable insights along the way.
Simplify practice management and focus on delivering outstanding service.
Unlock the Value of Practice & Client Data
A data driven practice is a more productive one. With full visibility of key metrics like team productivity and client engagement, you can make smarter decisions and optimise workflows.
The Practice Insights Dashboard gives you real-time insights into how clients are adopting Dext’s automation tools such as Supplier Rules and automated publishing helping you spot training opportunities, drive feature adoption, and improve overall efficiency.
Maintain accuracy and efficiency with structured workflows
Efficiency starts with consistency. Standardising accounting workflows ensures tasks are completed accurately and on time, reducing errors and improving accountability.
With Simple Workflows, you can create and manage structured task lists for key processes, keeping your team aligned and your practice running smoothly.
Stay organised and connected across your practice
As your practice grows, keeping teams structured is key to working effectively. Teams and Locations helps you set up team structures and assign locations, improving organisation and communication.
With better visibility and reporting, your team can stay aligned and focused on what matters most.
Prioritise key clients with ease
Managing multiple clients is easier when each team member can focus on what matters most. With the advanced client list, every staff member has a personalised view of their clients and can use the starred clients feature to prioritise key accounts. This powerful practice management tool keeps your team organised and working efficiently.
See Dext in action
Dext is designed for practices like yours,. Watch the product tour.
Learn how firms just like yours save time and hassle with Dext
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If these insights have sparked new ideas about how your firm could use Dext to enhance client services, get in touch! We’d love to discuss how we can support you on your journey.