Client Management

Manage client access, roles, settings, and day-to-day workflows—everything your firm needs to support clients smoothly in Digits.

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Managing Clients

Managing Clients:

Adding/Removing Clients

Add new clients or remove inactive ones from your firm.

Managing Clients:

Invite a Client to their Digits Account

Invite clients to access their books and collaborate in Digits.

Managing Clients:

What Clients Can & Can't Do

What each client role can view, edit, and manage in Digits.

Managing Clients:

Upgrade/Downgrade a Client Plan

Update or change a client’s Digits plan

Managing Clients:

Client Pays in Digits

Clients pay directly, firms keep access and oversight.

Managing Clients:

Customize Your Client's Home Dashboard

Tailor each client's dashboard to highlight their key metrics.

Managing Clients:

The Client's Organization Dashboard (What Your Clients See)

See what clients see: their home base for entities, team, and settings.