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 Firm 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.
From your firm dashboard, click Firm Settings.
Choose the first tab for Firm Profile.
Click Edit in the top-right corner.
Update your Firm Name, then click Save.
Add or Update Your Website
Include your firm’s website so clients and teammates can easily find more information about your practice.
From your firm dashboard, click Firm Settings.
Choose the first tab for Firm Profile.
Click Edit in the top-right corner.
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.