Use the Home dashboard to monitor each client’s key metrics, and manage review work through Inbox—your centralized workspace for tasks, follow-ups, and cleanup. Learn how to customize your dashboard, navigate Digits efficiently, and prioritize what needs attention across clients.
Home & Inbox:
Customize Your Client's Dashboard
Customize your dashboard with KPIs, statements, lists, and custom tiles.
Home & Inbox:
Digits Inbox
Review alerts, tasks, and follow-ups in one organized inbox.
Home & Inbox:
Digits Navigation & Shortcuts
Find your way through Digits faster with filters, search, and shortcuts.
