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.

Where to Find Settings

From your Firm Dashboard, click Settings in the left-hand menu.
Select Firm Profile. You’ll see fields for your firm’s Logo, Name, and Website.

Update Your Firm Logo

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.

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.

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.

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.

Frequently Asked Questions

Why can’t I upload my firm logo?

Make sure your logo file is in PNG or JPG format and under 5MB. If it still won’t upload, try refreshing the page or contact [email protected] — we’ll get it sorted.

Can I change my firm’s name later?

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

I made a mistake in my firm name — how do I fix it?

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

Need a hand? Reach out to [email protected] — we’ll make sure your firm looks its best in Digits.