# Understanding Your Firm Dashboard

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### 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 Checklist for open items
* Add new clients as your firm grows
* Launch your Demo Client for Safe Exploration

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

{% hint style="success" %}
**Tip:** The Checklist badge updates automatically as items are reviewed or resolved, keeping you current across all accounts.
{% endhint %}

<div align="left"><figure><img src="/files/76OTEU5bVDz4TxWbzkZx" alt="" width="291"><figcaption></figcaption></figure></div>

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### 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](/firms-getting-started/adding-your-first-client.md)).
* Check if your role allows access to that client (see [Firm Roles & Permissions (Invite Colleagues)](/my-firm-account/roles-and-permissions.md)).

***

### 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](/firms-getting-started/adding-your-first-client.md) for the full walkthrough.)

***

### What Are Checklist Badges?

Each client tile shows a Checklist badge with the number of open items (e.g., “Checklist 7”). This helps you spot which clients need attention at a glance.

<div align="left"><figure><img src="/files/9EGLjjAHWsxhzU9XYKy0" alt="" width="291"><figcaption></figcaption></figure></div>

Use these badges to:

* Prioritize which clients need review.
* Track progress across your entire book of business.
* Quickly open the client’s Checklist view to clear pending items.

See [Digits Checklist](/firms-home/checklist.md)

***

### How Do I Launch the Demo Client (Sandbox)? <a href="#launching-a-demo-client-0-3" id="launching-a-demo-client-0-3"></a>

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)](/firms-getting-started/sandbox.md) for more details.

***

### Frequently Asked Questions

<details>

<summary>Why don’t I see all my clients on the Firm Dashboard?</summary>

Check that each client has been added to your firm and that your **Firm Role** gives you access.\
See: [Firm Roles & Permissions (Invite Colleagues)](/my-firm-account/roles-and-permissions.md)

</details>

<details>

<summary>Do Checklist badges update automatically?</summary>

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

</details>

<details>

<summary>What’s the difference between the Firm Dashboard and a Client Dashboard?</summary>

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

</details>

***

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Got a question or feedback? Our team is all ears—come say hello!
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<p align="center"><a href="https://portal.usepylon.com/digits/forms/get-in-touch-with-digits-support" class="button primary" data-icon="envelope-open-text">Contact Digits Support</a></p>
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***


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