> 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/for-clients/for-clients.md).

# For Clients

Manage client access, roles, settings, and day-to-day workflows—everything your firm needs to support clients smoothly in Digits.

***

<table data-view="cards"><thead><tr><th></th><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><i class="fa-user-tie">:user-tie:</i>  For Clients:</td><td><h4>Welcome to Digits</h4></td><td>Start here: what Digits is and how to find your way around.</td><td><a href="/for-clients/welcome-to-digits.md">Welcome to Digits</a></td></tr><tr><td><i class="fa-user-tie-hair-long">:user-tie-hair-long:</i> For Clients:</td><td><h4>How Digits Works  With Your Accounting Firm</h4></td><td>Who does what in your books: you, your firm, and Digits.</td><td><a href="/for-clients/how-digits-works-with-your-accounting-firm.md">How Digits Works With Your Accounting Firm</a></td></tr></tbody></table>

#### **Organization Dashboard**

<table data-view="cards"><thead><tr><th></th><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><i class="fa-user-tie">:user-tie:</i>  For Clients: </td><td><h4>Your Organization Dashboard</h4></td><td>View and manage your organizations and businesses.</td><td><a href="/for-clients/your-organization-dashboard.md">Your Organization Dashboard</a></td></tr><tr><td><i class="fa-user-tie-hair-long">:user-tie-hair-long:</i>  For Clients:</td><td><h4>Manage Your Team</h4></td><td>Invite team members and manage their access.</td><td><a href="/for-clients/manage-your-team.md">Manage Your Team</a></td></tr><tr><td><i class="fa-user-tie">:user-tie:</i>  For Clients: </td><td><h4>Your Organization Settings</h4></td><td>Update your organization's profile, branding, and settings.</td><td><a href="/for-clients/your-organization-settings.md">Your Organization Settings</a></td></tr><tr><td><i class="fa-user-tie-hair-long">:user-tie-hair-long:</i> For Clients: </td><td><h4>Manage Your Entities</h4></td><td>Add, edit, and manage the businesses in your organization.</td><td><a href="/for-clients/manage-your-entities.md">Manage Your Entities</a></td></tr></tbody></table>

***

#### **Business Dashboard**

<table data-view="cards"><thead><tr><th></th><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><i class="fa-user-tie">:user-tie:</i>  For Clients: </td><td><h4>Your Business Dashboard</h4></td><td>Access your business's financial tools and day-to-day work.</td><td><a href="/for-clients/your-business-dashboard.md">Your Business Dashboard</a></td></tr><tr><td><i class="fa-user-tie-hair-long">:user-tie-hair-long:</i> For Clients: </td><td><h4>Your Business Settings</h4></td><td>Update your business profile, branding, and preferences.</td><td><a href="/for-clients/your-business-settings.md">Your Business Settings</a></td></tr><tr><td><i class="fa-user-tie">:user-tie:</i>  For Clients:</td><td><h4>Customize Your Business Dashboard</h4></td><td>Update your business name, logo, and dashboard settings.</td><td><a href="/for-clients/customize-your-business-dashboard.md">Customize Your Business Dashboard</a></td></tr></tbody></table>

***

#### **Client Workflows**

<table data-view="cards"><thead><tr><th></th><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><i class="fa-user-tie">:user-tie:</i>  For Clients: </td><td><h4>Comments &#x26; Collaboration</h4></td><td>Work with your team using comments and shared discussions.</td><td><a href="/for-clients/comments-and-collaboration.md">Comments &amp; Collaboration</a></td></tr><tr><td><i class="fa-user-tie">:user-tie:</i>  For Clients:</td><td><h4>Ask Digits</h4></td><td>Your AI command bar to ask questions, start work, and search your books.</td><td><a href="/firms-home/ask-digits.md">Ask Digits</a></td></tr><tr><td><i class="fa-user-tie-hair-long">:user-tie-hair-long:</i>  For Clients:</td><td><h4>Saving &#x26; Sharing Custom Reports</h4></td><td>Collaborate, comment, and share draft or final custom reports securely.</td><td><a href="/firms-insights-and-reporting/sharing-reports.md">Saving &amp; Sharing Custom Reports</a></td></tr><tr><td><i class="fa-user-tie">:user-tie:</i> For Clients:</td><td><h4>Digits Navigation &#x26; Shortcuts</h4></td><td>Find your way through Digits faster with filters, search, and shortcuts.</td><td><a href="/firms-home/shortcuts.md">Digits Navigation &amp; Shortcuts</a></td></tr><tr><td><i class="fa-user-tie-hair-long">:user-tie-hair-long:</i> For Clients: </td><td><h4>Sending Documents to Digits by Email</h4></td><td>Email bills, receipts, and statements to Digits so we can process and store them.</td><td><a href="/firms-documents/email-documents.md">Sending Documents to Digits by Email</a></td></tr></tbody></table>


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