Support and learning is top notch; within days of signing up I had a call and two more scheduled to assist me in the set up and early days. It's easy to navigate, though there much more to it than I use currently - with all the support in place I am confident I can get the most out of in pretty soon. Integrations are straight forward as is the setting up of the health checks and practice insights - the data analysis is almost instant, and though it will take time to review and plan how best to use it, the insights are invaluable. The AI did not work first time, so I need to go away and refine my instructions, again when I have some time. It's not a cheap piece of software, but then it probably shouldn't be and peer reviews are promising; that put the work in and Dext is like your first employee. Review collected by and hosted on G2.com.
Documents can get 'lost'. Attachments don't always upload when dragged over from an email. A lot of text which needs careful reading sometimes. Review collected by and hosted on G2.com.
Really encouraging to see someone in the early stages already thinking about how to get the most out of it rather than just scratching the surface. On documents going missing via drag-and-drop from email, the most reliable workaround is Email-in forwarding as each Dext inbox has its own unique address and attachments come through cleanly every time without the drag-and-drop variable. When you do get a moment to revisit AI Assist, it's worth knowing it gets considerably more useful once it has a body of your coding history to learn from, so the earlier you can get it running, the faster it starts handling categorisation and tax treatment on its own..
