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.
How Dext ensures
practice productivity
1. Visibility of your clients
Dext gives you full visibility of your entire client portfolio in a single view. See everything you need to put you and your team in control with a clear breakdown of client metrics, like how they submit and when they submit items. This is your starting point for practice productivity.
2. Oversight of your team
Dext provides an easy way for you to view the status of all your ongoing bookkeeping work. Understand what your team is working on – regardless of office or location – what’s complete, what’s in progress, who’s assigned, and who’s reviewing what. When you know all this, you can plan and scope out work far more effectively.
3. Automation that scales with you
Dext allows you to automate daily bookkeeping tasks across your practice, helping your team make the best use of their time. Our automation drives efficiency, which you can dial up when you need to. Managing more clients? Save time with auto-categorise. Increasing headcount? Make onboarding simple with shared workflows.
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.