> For the complete documentation index, see [llms.txt](https://help.digits.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.digits.com/firms-home/firms-home.md).

# Home & Checklist

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.

***

<table data-view="cards"><thead><tr><th></th><th></th><th></th><th data-hidden data-card-cover data-type="files"></th><th data-hidden></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><i class="fa-house">:house:</i>  Home:</td><td><h4>Customize Your Client's Dashboard</h4></td><td>Customize your dashboard with KPIs, statements, lists, and custom tiles.</td><td></td><td></td><td><a href="/pages/KKk7ODBDkriNP4eYGj5F">/pages/KKk7ODBDkriNP4eYGj5F</a></td></tr><tr><td><i class="fa-house">:house:</i>  Home:</td><td><h4>Digits Checklist</h4></td><td>See what needs attention and move work forward</td><td></td><td></td><td><a href="/pages/ETAYsWZkcNvjI7c31SJi">/pages/ETAYsWZkcNvjI7c31SJi</a></td></tr><tr><td><i class="fa-house-chimney">:house-chimney:</i>  Home: </td><td><h4>Quality Control</h4></td><td>Catch issues before close with automated QC checks.</td><td></td><td></td><td><a href="/pages/j1FugJh1YtKPtsAe3t3U">/pages/j1FugJh1YtKPtsAe3t3U</a></td></tr><tr><td><i class="fa-house">:house:</i>  Home:</td><td><h4>Ask Digits</h4></td><td>Your AI command bar to ask questions, start work, and search your books.</td><td></td><td></td><td><a href="/pages/tG5n718PBJn5sBrGra7d">/pages/tG5n718PBJn5sBrGra7d</a></td></tr><tr><td><i class="fa-house">:house:</i>  Home:</td><td><h4>Digits Navigation &#x26; Shortcuts</h4></td><td>Find your way through Digits faster with filters, search, and shortcuts.</td><td></td><td></td><td><a href="/pages/3pQ6XiWEqApTeSCv2WOn">/pages/3pQ6XiWEqApTeSCv2WOn</a></td></tr><tr><td><i class="fa-house">:house:</i>  Home:</td><td><h4>How AI Works in Digits</h4></td><td>See how AI handles bookkeeping so you don't have to.</td><td></td><td></td><td><a href="/spaces/uIztBwoMl2RW5oGzS0cZ/pages/Cip2gwBgMH8tiNlT3vyr">/spaces/uIztBwoMl2RW5oGzS0cZ/pages/Cip2gwBgMH8tiNlT3vyr</a></td></tr></tbody></table>

***


---

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