The Firm Dashboard is your home base in Digits. Whether you're onboarding your first client or managing many, this view gives you a clear, organized way to work across all your accounts.
What You Can Do From the Firm Dashboard
✓ See all your clients at a glance
✓ Filter or search by client name
✓ Monitor each client’s Inbox for open items
✓ Add new clients as your firm grows
Need help with onboarding? See: Adding Your First Client
Can’t Find a Client?
If your firm manages many clients, you may need to scroll to view them all.
Use the “Filter clients…” search bar at the top of the dashboard to quickly locate a specific business.
Navigating the Dashboard
If your firm has multiple clients, use the scroll bar on the left to browse the full list.
Use the search bar at the top to quickly find a specific client by name.
To add a client, click your firm name in the top-left corner, then choose + Add Client from the dropdown.
Inbox Badges
Each client tile shows an Inbox badge with the number of open items (e.g. “Inbox 2”). This helps you spot which clients need attention at a glance.
Want to learn more? See: Using the Inbox
Launching a Demo Client
Want to explore Digits before adding a real client? You can launch a demo client from the Dashboard to try out features and workflows in a safe, sandboxed environment.
Learn how: Using the Demo Client
Need help with anything else?
Check out the Help Center, or drop us a note through the contact form. We're here to help your firm run smarter and smoother.