I have several clients that I have signed up to use Receipt Bank and they are all satisfied. Customer service is better than their competitors.

I use the software for expense reimbursement. It can get annoying taking a picture then waiting till later in the day for it to get processed.

The source of the invoice which appeared in my payment list was a fishing scam. ReceiptBank refused to make any security improvements on the platform.

Clients can be confused about submitting multiple invoices by email. Doesn't split across classes/departments in basic product.

Also they really do not want you to contact support so its difficult. Its a great idea and works with QuickBooks once you can figure out how to set it up.

The company is really responsive to improving the product. Simplifies the Accounts Payable Process and saves a lot of time.

It combines multiple receipts into one entry, entirely in error. It fails to recognise the currency of the receipt.

The software is very capable at image recognition and determining exactly what was charged. It also does a good job of archiving said expenses.

What you will get back will be endless emails with can responses using the very faq pages which are useless.

WE like the extraction/invoice fetching ability. For the most part, the tax extraction is correct.

The fact that it uploads to QuickBooks and translates the image seemed positive. It does not allow you to add a duplicate entry which is great.

Company-wide this tool has allowed for the simplest tracking and collecting of receipts that we have utilized yet, we are excited to continue utilizing the tool.

Good Experience, It is very easy to use and to connect to the accounting system of your choice.

Tricky to set up, costly. Now there are other products with same functionality but cheaper.

This software has streamlined the ways clients supply paperwork to my practice. Clients are generally happy with using it and it is very intuitive.

Game changer for small businesses that still use the shoe box method. It is a very easy integration with Quickbooks online.

The interface is clear and user-friendly. The lack of mandatory expense reports is a big plus in my view.

It's great in that it integrates well with other software so you dont have to worry too much about compatibility.

They send me a link to sort it out, but the link went nowhere and ended in Oops, you've taken a wrong turn. Now they have stopped replying.

Dext is a great software to eliminate the need for keystrokes to enter data into accounting software.

I recommend to my accounting clients as a quick way to get their expenses recorded. Take a picture of the receipt with your phone and auto publish straight into Quickbooks.

Its easy to use, snap a picture and go that easy. Pretty good cost and sync with QuickBooks.

For me Quickbooks Desktop sync was tough and at the current moment after trying for 5hrs to get going not working.

Customer support was responsive and had a great attitude.

Receipt Bank is really a time saver software in term of keeping records of your expenses receipt. Moreover, its integration with accounting software like Xero is very useful.

The ability to upload your bills, receipts, invoices and bank statements from your phone makes it easy to work even out of office.

Some during processing its happens that wrong currency and tax code are mismatched, which leads to errors also in processing.

Dext is EXPENSIVE and now I have to pay double, when I asked to be upgraded (or refunded) right after I bought it.

Hard to contact customer service, when I have questions is hard to get in touch with them because they are located outside of the US.

They overcharged us by £2,500 and have refused to refund us.

One year contract - whether you drive value for money or not - you are dinged for $3600 annually - wow what an expensive lesson learned.

The ease of use, I can explain to clients how to use it easily.

VERY BAD, EXTREMELY DISAPPOINTED. SALES TEAM SAID TECH SUPPORT WERE SUPERSTARS, THEY DON'T EXIST.

Good software but could be cheaper for smaller practices.

Ease of use is key here to minimise any further hassle from bookkeeping. RB is super easy to use, very quick to upload documents via the app or the desktop.

We already liked Dext, then recently found out about a new integration feature where it links with and fetches data directly from Amazon, Uber etc. to save another stage of manual work.

For accounting firms, the bundled pricing is a great value to share with your clients.

Sync with my software, wholesale pricing. Great system to be organized and save all receipts to maximize deductions.

It is complete and all the tools that you need are all there. It is easy to use and to instruct to other people most specially to the students.

Because there is a lot of features it can be very confusing to control and modify. Finding ways to work with it can be confusing.

Now I call in and am told they will put in a case and I'll get a call back shortly, which really means in hours or the next day or the day after.

We also have completely stopped using certain features due to them continuously not working properly such as the eSigntures feature. We also have trouble with our schedule's.

Its ridiculous that Abacus expects us to pay higher prices and sign contracts, but not give us the customer service we need. I've even reached out to the sales manager and am given the same answers.

Overall, this is a great system, and I would recommend it to other professionals.

The best part of this tool is how well and perfect its integration of difference functions is.

I just wanted to drop a quick note to let you all know about exceptional customer service.

Hate:  BEWARE:  their contract has auto renewal without positive confirmation from user.

FYI, I'm very happy to learn that under Abacus's user agreement, we'll retain read-only access after the expiration of our subscription.

I haven't used it enough to justify the cost yet but would like to learn more.

Hands down I loved the Ease and simplicity of the program. It is VERY VERY USER FRIENDLY.

Portal email was buggy, some features were not working as well,  customer service response was slow at times.

Lack to run custom reports across different areas, jobs assignments hard to follow sometimes.

We have been receiving an error message when logging in for months.

We like being able to record their calls, take notes, and create reminders for a specific client. The activity list is a great way for each staff member to keep track of their tasks.

We love the integrated credit card processing and the connection with Lacerte. It has made our workflow more efficient.

Our firm likes that all of our client information can be kept in one program. From the client's contact information to their documents it is all easy to access.

Issues are always  solved quickly. Customer service agents are always helpful and friendly.

It is costing me time and money to dispute with them.

In the beginning, this software was great. Great user-friendly product, had some shortcomings with projects and tasks, but it was workable.

I use this software every day and the ease of use is amazing.

The reporting in general is limited. The inability to combine information types (Contact, Billing, Project, Staff) into a single report is difficult.

The product has a lot of features that made the implementation in the first year wonderful. The support staff was great and easy to access.

All client information is available to each member of the team, and viewing the progress of the tasks being completed is very easy.

I absolutely love the product and would switch to it today if they made it more affordable.

There are a few features I feel are missing, and a few items that feel counterintuitive.

The only down side is that sometimes the integrations need to pushed manually. This applies to demand force and the Office tools portal.

Works fantastic for small companies. The software intergrates well, which I love.

US Dollar

Accountants make better businesses.

At Dext, we give accountants, bookkeepers and businesses powerful tools that automatically and intelligently process and analyse financial data. Now you can advise in real time with new levels of insight, better than ever.

We believe that when given the right tools, accountants and bookkeepers are the backbone of every successful business. It’s that simple.

With Dext, those tools have become even more powerful and integrated to meet the demands of businesses today.




LongDescription

Purchase Order Management

General Ledger

Real Time Data

Budgeting/Forecasting

Expense Tracking

Payroll Management

Financial Reporting

For Accountants

Data Capture and Transfer

Data Retrieval

Invoice Processing

Reporting & Statistics

Billing & Invoicing

Client Management

Task Management

Document Management

Fund Management

Data Management

Approval Process Control

Vendor Management

Single user  - $15/month for 50 items
Multi-user - $25/month


Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

24/7 (Live Rep)

Chat

Self-Employed

2-10

11-50

51-200

201-500

501-1000

1000+

Dext Prepare

Webinars

Documentation

OfficeTools is a practice management solution for tax and accounting firms. Key features include client management, project management, time tracking, billing and invoicing, scheduling and reporting.


OfficeTools offers a central repository of client information and has a bi-directional sync with other accounting and tax applications. All client information is connected to open tasks and assigned team members. The calendar and project management feature enables users to see project status and employee schedules and allows users to delegate tasks to team members and efficiently move work through the firm eliminating the need for manual workflows.


OfficeTools includes functionality for time tracking and a companion mobile app, and the information is synced back to the office for payroll, billing or both. It also offers due date monitoring to keep employees on-task and on-time with reminders, activity list and detailed reporting.


Support is available by phone, email online knowledge base and video tutorials.



Employee Management

Invoice History

Billable Items Tracking

Payment Processing

Recurring/Subscription Billing

Due Date Tracking

Time Tracking

Document Storage

Timer

Mobile Payments

Financial Management

Project Billing

Timesheet Management

Project Management

Customizable Invoices

Calendar Management

Collaboration Tools

Accounting

Audit Trail

For CPA Firms

Project Time Tracking

Hourly Billing

Online Payments

Online Invoicing

Billing Portal

Tax Calculation

Client Portal

Workflow Management

Project Accounting

Email Management

Reminders

Invoice Creation

Time & Expense Tracking

Customizable Branding

Contact Database

Monitoring

Appointment Management

Approval Workflow

Staff Management

Task Progress Tracking

Contingency Billing

For Tax Practices

Communication Management

OfficeTools Workspace starts at $59.00 per user/per month


Dext Prepare vs OfficeTools

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