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Understanding Your Firm Dashboard

The Firm Dashboard is your home base in Digits. Whether you're onboarding your first client or managing many, this view gives you a clear, organized way to work across all your accounts.

What Can I Do From the Firm Dashboard?

  • See all your clients at a glance

  • Filter or search by client name

  • Monitor each client's Inbox for open items

  • Add new clients as your firm grows

  • Launch your Demo Client for Safe Exploration

Each client tile shows a live Inbox badge, helping you spot which clients need attention instantly.

Tip: The Inbox badge updates automatically as items are reviewed or resolved, keeping you current across all accounts.

How Do I Find a Specific Client?

If your firm manages many clients, you can scroll or search to find what you need fast.

  1. Use the “Filter clients…” search bar at the top of the dashboard.

  2. Type a few letters of the business name to narrow your view.

  3. Click the client name to open their dashboard.

If you still can’t find a client:

  • Confirm that the client was added to your firm (see Adding Your First Client).

  • Check if your role allows access to that client (see Inviting Colleagues to Your Firm).

How Do I Add a New Client?

You can add new clients right from the Firm Dashboard:

  1. Click your firm name in the top-left corner.

  2. Select + Add Client.

  3. Follow the setup prompts to choose your connection or migration option.

(See Adding Your First Client for the full walkthrough.)

What Are Inbox Badges?

Each client tile shows an Inbox badge with the number of open items (e.g. “Inbox 2”). This helps you spot which clients need attention at a glance.

Use these badges to:

  • Prioritize which clients need review.

  • Track progress across your entire book of business.

  • Quickly open the client’s Inbox view to clear pending items.

How Do I Launch the Demo Client (Sandbox)?

If you’d like to explore Digits without connecting real client data:

  1. From the Firm Dashboard, click Create Demo Firm.

  2. Wait for Digits to provision the demo (it may take a few moments).

  3. Click Open Demo Client to explore features safely.

Use this to:

  • Test workflows without impacting real accounts.

  • Train new firm staff.

  • Demonstrate Digits to prospects.

See Using Your Demo Client (Sandbox) for more details.

Frequently Asked Questions

Why don’t I see all my clients on the Firm Dashboard?

Check that each client has been added to your firm and that your Firm Role gives you access. See: Inviting Colleagues to Your Firm →

Do Inbox badges update automatically?

Yes. ✨ Digits updates each client’s Inbox badge in real time as items are reviewed or resolved—no refresh required.

What’s the difference between the Firm Dashboard and a Client Dashboard?

The Firm Dashboard shows all your clients at a glance, while a Client Dashboard focuses on one company’s books, reports, and Inbox.

Need help? Contact us at [email protected]