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    Access to Receipt Bank

    At IQ Financial and Training we are mainly using contactless and modern technology to obtain financial documents from our clients by using Dext Prepare. Dext Prepare is a programme and app used to manage the receipts, invoices, and other documents that businesses depend on to keep accurate, secure financial records. The receipts are on the cloud and can be exported to pdf or excel format if required. It cuts out the need to store receipts in files for 6 plus years and is revenue compliant. Documents can also be attached by us directly into the Surf Cloud Accounts software so you will be able to view these images attached to the relevant transaction. We will provide a quick demo on how to use this easy programme.  There a number of ways you can easily capture and upload your bills and receipts using:

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