Download your free Initial System Setup in Dext template to personalize and use in your bookkeeping or accounting firm.

This is the best practice process for setting up Dext to use within your firm and with your clients.

It includes the initial system setup, optimization to use for your firm, and setting up your clients in Dext.

As your practice grows, workflows become more complex. Clients need more. And time gets squeezed. Empower your team with insights into your clients’ finances and workflow. Learn more about Dext.

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Download your Initial System Setup in Dext template now.

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Add to Karbon

Get more out of this template by adding it to Karbon, including:

Time and Budget Estimates
Task Automation
Client Task Automation
Client Work Scheduling

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Initial System Setup in Dext