Manage client access, roles, settings, and day-to-day workflows—everything your firm needs to support clients smoothly in Digits.
For Clients:
Start here: what Digits is and how to find your way around.
Who does what in your books: you, your firm, and Digits.
View and manage your organizations and businesses.
Invite team members and manage their access.
Update your organization's profile, branding, and settings.
Add, edit, and manage the businesses in your organization.
Access your business's financial tools and day-to-day work.
Update your business profile, branding, and preferences.
Update your business name, logo, and dashboard settings.
Work with your team using comments and shared discussions.
Your AI command bar to ask questions, start work, and search your books.
Collaborate, comment, and share draft or final custom reports securely.
Find your way through Digits faster with filters, search, and shortcuts.
Email bills, receipts, and statements to Digits so we can process and store them.
Last updated 20 days ago
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