Manage client access, roles, settings, and day-to-day workflows—everything your firm needs to support clients smoothly in Digits.
users-gear Managing Clients:
Tailor each client's dashboard to highlight their key metrics.
Understand and manage the roles clients can have in Digits.
Add new clients or remove inactive ones from your firm.
Update or change a client’s Digits plan
Clients pay directly, firms keep access and oversight.
plug-circle-exclamation Manage Connections:
Removing Transactions, Connections, and Company Data
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