The Firm Dashboard is your home base for managing every client you work with in Digits. Whether you're onboarding your first business or juggling dozens, this view keeps everything organized, searchable, and at your fingertips.
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
What If I Don’t See All My Clients?
If your firm manages many clients, you’ll see a scroll bar along the left-hand side to navigate through them. The dashboard is built to scale with your business. At the top of the Firm Dashboard, you’ll see a search bar labeled “Filter clients…” Use this to quickly find a specific business.
New client? Learn more: Setting Up Your First or Additional Client
Inbox Badge
Each client tile includes a badge showing the number of open Inbox items—so you can spot which accounts need attention at a glance.
Want to know what’s inside the Inbox? Learn how the Inbox works.
Firm Settings
Keep your dashboard polished and branded. In the left nav, click Firm Settings to update your:
- Firm name
- Website
- Logo
- Add and manage new clients
- Add and manage team members
Learn more about your Firm Settings.
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.