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Firm Profile

Keep your firm’s information up to date in Digits. From your Firm Profile, update your logo, name, and website to keep your branding consistent across your dashboard, client views, and reports.

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Where to Find Settings

  1. From your Firm Dashboard, click Settings in the left-hand menu.

  2. Select Firm Profile. You’ll see fields for your firm’s Logo, Name, and Website.

Upload your firm’s logo to personalize your dashboard and client-facing views.

  • Click Choose File next to Firm Logo.

  • Select your image file (we recommend a square format, PNG preferred).

  • Click Save.

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Edit Your Firm Name

Your firm name appears throughout Digits — including your dashboard, client tiles, and shared reports.

  • Click the Edit icon in the top-right corner.

  • Update your Firm Name, then click Save Changes.

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Add or Update Your Website

Include your firm’s website so clients and teammates can easily find more information about your practice.

  • Click the Edit icon.

  • Enter your firm’s website URL (for example: https://digits.com).

  • Click Save.

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Best Practices

✅ Keep your firm name consistent with what appears in your engagements and reports.

✅ Use a high-quality logo with a transparent background for the best appearance.

✅ Double-check your website link before saving — clients may see it in shared documents or views.

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Frequently Asked Questions

chevron-rightCan I change my firm’s name later?hashtag

Yes! You can edit your firm name anytime in Settings → Firm Profile. Just note that it updates everywhere in Digits, including client views.

chevron-rightI made a mistake in my firm name — how do I fix it?hashtag

No problem. Head to Firm Settings → General → Firm Name, edit it, and click Save. Updates apply immediately.

Got a question or feedback? Our team is all ears—come say hello!

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