Dext Bookkeeping Workflows


Download your free Dext Bookkeeping Workflows template to personalize and use in your bookkeeping or accounting firm.

This pack contains five workflow templates outlining the Dext and Karbon best practice processes for:

  • Month-end close
  • Monthly accounting
  • Periodic Bookkeeping
  • Initial system setup
  • New client onboarding

Learn more about Dext and sign up for a Partner account here.