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.

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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:

Quality Control

Catch issues before close with automated QC checks.

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.

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