Dext Prepare Reviews in January 2025: User Ratings, Pros & Cons

"Simplification"

What do you like best about Dext Prepare? I like that we can set supplier rules to remove some basic steps and save time. What do you dislike about Dext Prepare? I dislike that you require your mouse and pointer to choose fields. Recommendations to others considering Dext Prepare: Try it sooner than later! What problems is Dext Prepare solving and how is that benefiting you? We have sped up our data entry and engaged our clients to upload in real time reducing missed paperwork.

"Fantastic Product!"

What do you like best about Dext Prepare? Saving time to focus on running my practice and acquiring more clients, while still not needing to take on staff! What do you dislike about Dext Prepare? Nothing really! An improved push to QuickBooks would be nice, but not essential. Recommendations to others considering Dext Prepare: Get a guided demo, wach the videos, the most value is delivered through your accountant. If you're an accountant looking at Receipt Bank, get a demo, and speak to ...

"A great piece of software - and continuously improving"

What do you like best about Dext Prepare? The automation! Receipt Bank allows you to automate the process of adding receipts, invoices and more to our accounting software. The ability to set up rules based on the treatment of previous bills is a real time saver. One of the more recent updates, the ability to upload a PDF bank statement and export is as a CSV file, has been one of the best updates to Receipt Bank in recent times. What do you dislike about Dext Prepare? Sometimes the data ...

"Excellent but can’t wait to see what else they will bring"

What do you like best about Dext Prepare? Removing the need to duplicate information is such a time saver and can spend more time doing the things which really use our skills as accountants What do you dislike about Dext Prepare? The set up on the app to enter receipts on a clients behalf seems very messy needing a separate account for each client seems unnessacery What problems is Dext Prepare solving and how is that benefiting you? Clients willingness to enter information into a computer ...

"Saving Time"

What do you like best about Dext Prepare? I like that it saves me time in processing invoices. With this time I can take on more clients and spend time networking. What do you dislike about Dext Prepare? That I have to wait for the company I have signed up to then invite me to their account. What problems is Dext Prepare solving and how is that benefiting you? It speeds up time in processing my clients books

"Excellent Platform"

What do you like best about Dext Prepare? Clients love the app, makes submitting paperwork so easy as they have a variety of options (single page, multi-page receipts, etc) What do you dislike about Dext Prepare? The layout online when you are actually in a receipt reviewing it, isn't very user-friendly. Could be layed out better and have better tabbing ability What problems is Dext Prepare solving and how is that benefiting you? I'm solving the issue of getting paperwork from clients, and ...

"Absolutely brilliant"

What do you like best about Dext Prepare? The ease of use, especially for clients that struggle with change What do you dislike about Dext Prepare? To be honest so far I haven't found anything I dislike Recommendations to others considering Dext Prepare: Do it now and save time and effort What problems is Dext Prepare solving and how is that benefiting you? No lost paperwork. More time to offer value to clients

"Excellent product with an easy upsell as part of my service offering"

What do you like best about Dext Prepare? Clients love love the idea of moving to a digital storage mechanism, however the overall concept can be quite, so a product like Receipt Bank enables them to move very quickly into an 80%+ paperless environment, as well a the integration with products like makes it very easy to upsell the product offering and other services. What do you dislike about Dext Prepare? Currently in Xero integration the approval process still requires the need to review ...

"Audit proof ready"

What do you like best about Dext Prepare? We have stared to offer audit protection to our clients as well and thus product allowed us to feel comfortable doing this. It is so easy for the clients and it keep us in contact with them and their finances throughout the year. What do you dislike about Dext Prepare? That it dies not integrate with the desktop as seamlessly as I would like. What problems is Dext Prepare solving and how is that benefiting you? Making our clients bios ready for any ...

"I love this software!!"

What do you like best about Dext Prepare? What I like most about Receipt Bank is how easy it is to learn and use. What do you dislike about Dext Prepare? I like everything about it! I didn't find anything about the product that I didn't absolutely love! This is solving so many problems for me and I only see it being more and more useful for me, my team, and my clients! What problems is Dext Prepare solving and how is that benefiting you? The problems being solved with Receipt Bank are ...