Use the Home dashboard to monitor your client's key metrics, and use Checklist as your central workspace for tasks, follow-ups, and cleanup. Learn how to customize your client's dashboard, move around Digits quickly, and stay on top of what needs your attention.
Home:
Customize Your Client's Dashboard
Customize your dashboard with KPIs, statements, lists, and custom tiles.
Home:
Digits Checklist
See what needs attention and move work forward
Home:
Ask Digits
Your AI command bar to ask questions, start work, and search your books.
Home:
Digits Navigation & Shortcuts
Find your way through Digits faster with filters, search, and shortcuts.
Home:
How AI Works in Digits
See how AI handles bookkeeping so you don't have to.
