Understanding Your Firm Dashboard
The Firm Dashboard is your central hub for managing close work across all clients. It gives you a real-time list view of every client with counts showing exactly how much work remains across each checklist section, so you can quickly identify where to focus next.
What You'll See
When you enter list view, each client row displays the following columns:
Client
Client name and status
Setup
Open setup action items
Comments
Open collaboration items
Book
Open bookkeeping items
Schedule
Open scheduling action items
Reconcile
Open reconciliation items
Review
Open review items
Report
Open reporting items
Plan
The billing plan the client is on (hover to see details)
Team
Avatars of the accountants assigned to that client
Switching Between List and Grid View
You can toggle between list view and grid view using the layout toggle in the top right of the dashboard.
Sorting
In list view, click any column header to sort all your clients by that column. For example:
Sort by Book to find clients with the most bookkeeping work outstanding
Sort by Review to prioritize your review queue
Sort by Client to return to alphabetical order
Your sort preference is saved automatically.
Time Period
The dashboard is scoped to a specific time period to keep it focused on close. Use the period selector in the top left to change the interval — counts will update to reflect only the work needed for that window.
Available interval types: Day, Month, Quarter, Year
Navigating to Work
Click any count badge to jump directly into that client's checklist, landing at the exact section and time period you were viewing on the dashboard.
Finding Clients
Use the search bar to filter clients by name. You can type a partial name to narrow the list.
You can also filter by client status — All, Active, or Inactive — to focus on only the clients you need.
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 Firm Roles & Permissions (Invite Colleagues)).
How Do I Add a New Client?
You can add new clients right from the Firm Dashboard:
Click your firm name in the top-left corner.
Select + Add Client.
Follow the setup prompts to choose your connection or migration option.
(See Adding Your First Client for the full walkthrough.)
How Do I Launch the Demo Client (Sandbox)?
If you’d like to explore Digits without connecting real client data:
From the Firm Dashboard, click Launch Demo.
Wait for Digits to provision the demo (it may take a few moments).
Click the new Demo Client card 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.