# 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.
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<div align="left"><figure><img src="https://774908611-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZJRjnc8NFWHCOqIwdbuI%2Fuploads%2FoquaumJAgO5gW5E98IpJ%2FCursor_and_Michelle_s_Demo_Firm___All_Clients.png?alt=media&#x26;token=b4c7f941-5b0c-401d-8131-e15c4fcd2d61" 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](https://help.digits.com/firms-getting-started/adding-your-first-client "mention")).
* Check if your role allows access to that client (see [Firm Roles & Permissions (Invite Colleagues)](https://app.gitbook.com/s/pyLperOhPbBZSBCoAnGW/roles-and-permissions "mention")).

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### 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](https://help.digits.com/firms-getting-started/adding-your-first-client "mention") for the full walkthrough.)

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### 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="https://774908611-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZJRjnc8NFWHCOqIwdbuI%2Fuploads%2FSceSnFGyjYvHvhY3W1Oa%2FCursor_and_Michelle_s_Demo_Firm___All_Clients.png?alt=media&#x26;token=4705c0eb-eecb-47a6-98d4-d29b322d0170" 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](https://app.gitbook.com/s/ghadbkL66K7U4hpGn8bk/checklist "mention")

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### 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)](https://help.digits.com/firms-getting-started/sandbox) for more details.

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### 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)](https://app.gitbook.com/s/pyLperOhPbBZSBCoAnGW/roles-and-permissions "mention")

</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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