Comments & Collaboration
Digits keeps the conversation about your books right next to the numbers. Instead of emailing your accounting firm back and forth, you comment directly on the transaction, report, or item in question—so the context is always attached, and nothing gets lost.
This is also how you'll answer questions from your firm: when they need input on something, it shows up for you to respond to, in context.
How Do Comments Work?
You can leave a comment—a question, a note, or an answer—on the things you work with in Digits, including transactions, bills, categories, reports, and reconciliations. Everyone with access to that business (your team and your accounting firm) can see and reply, so a comment becomes a running thread in one place.
How Do I Leave a Comment?
Open the item you want to comment on—for example, click into a transaction.
Click the comment bubble icon.
Type your comment and post it.
You can also comment on reports: open a report and use the collaboration panel on the right to leave comments and track activity.
How Do I Tag Someone?
Type @ and choose a person to @mention them—your accountant, a teammate, or anyone with access. Mentioning someone notifies them so they know a comment needs their attention. Use it to loop in your firm on a specific question.
How Do I Respond to My Firm's Questions?
When your firm needs input—like "What was this expense for?"—they'll leave a comment on the item, and you'll get an email notification. You can respond two ways:
Reply by email Just reply directly to the notification email. Your response is added to the comment thread in Digits automatically.
Reply in Digits
Click View Transaction in the email, or open Checklist from your business dashboard and find it under Comments.
This opens the transaction in Digits.
Click the comment bubble, type your reply, and post it.
Either way, your answer is saved right on the transaction, so the context stays attached and your firm can pick it up from there.
Where Do I See Everything That Needs My Attention?
Your Checklist is the central place for open questions and comments waiting for you. Anything left for you—by your firm or a teammate—shows up there as something to respond to.
Frequently Asked Questions
How do I ask my accounting firm a question in Digits?
Open the transaction, report, or item you have a question about, click the comment bubble, type your question, and @mention your firm to notify them. Your question stays attached to that item so the context is clear.
Where do I find questions my firm has asked me?
Open your Checklist and look under Comments—it collects open questions and comments across your transactions, bills, categories, and reconciliations so you can respond in one place.
How do I answer a question my firm left on a transaction?
Open the item (from your Checklist or the transaction itself), read the comment, and reply in the same thread. Your answer is saved in context, right on that transaction.
Can I comment on reports too?
Yes. Open a report and use the collaboration panel on the right to leave comments, @mention teammates or your firm, and track activity.
Will people be notified when I comment or @mention them?
Yes. @mentioning someone notifies them that a comment needs their attention.