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Dext + CPAmerica

Driving Innovation in the Next Generation of Accounting and Bookkeeping.

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Dext accountants

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. Increase your margins on bookkeeping by leveraging our proprietary technology to automate the data extraction process and auto-publish routine expenses.

Dext Prepare

Prepare accounts using automatic supplier and customer rules, bank matching, connections to more than 1,400 suppliers, and sales invoice uploads, all direct to your accounting software.

Dext Prepare

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.

Coming soon

Boost the trust in your data by spotting errors before they become a problem. Bring award-winning assurance with client dashboards and HealthScore checks.

Launching Fall 2021.
Dext accountants

With Dext in your corner, You have access to incredible features:

  • Four different submission methods to obtain client documents

    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.

  • Bilingual product and support

    Get the tools and support you need in both English and French to support your clients across the region.

  • Multi-Currency support

    Simplify your data tracking with built in support for multiple currencies to make handling client expenses that much easier.

  • Integrations with Quickbooks Online, Quickbooks Desktop, Xero, and Sage Business Cloud

    We integrate with your accounting software to make life simpler for you. Just log-in, connect and begin matching your data.

  • A secure 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.

Incredible Customer Experience

Incredible Customer Experience

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.

Protection Against Audit & Disaster with Secured Cloud Storage

Protection Against Audit & Disaster with 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.

Trusted by 1 million users globally

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.

“Saves me a ton of time! Helped keep documents sorted & organized and easily accessible for a recent tax audit.”

Coral McGuire - Dext user

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