Find step-by-step guides to set up your firm, manage clients, and run your workflows in Digits.

Getting Started with Digits for Firms

Set up your firm, explore your demo client, and start onboarding clients.

Connections

Learn how to connect banks, credit cards, and financial apps securely to Digits.

Using Digits - Accounting Workflows

Automate bookkeeping across Home, Inbox, Ledger, and vendor workflows.

My Firm Account

Update billing, manage users, and customize firm settings to keep everything running smoothly.

Client Management

Resources for managing clients after onboarding.

FAQs & Troubleshooting for Firms

Find quick answers and fixes for common setup, workflow, and connection issues.

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