- - Support
Product Updates
Product Ideas
Labs

Building the Future. Together.

My Digits

Your Digits portal

Labs

The tools of tomorrow

Product Updates

The latest innovations from Digits

Product Ideas

Popular feature and tool requests

Currently in Labs

Latest updates from Digits

The Digits Community

Recent activity
Digits Community

Tristan NguyenNew Decimal

General

MichaelDigits Team

Accountants and Bookkeepers

Transaction Review and Client Portal video walkthrough

With Transaction Review, you’ll be creating and interacting with your clients through the Digits’ Client Portal. If you want to see the full flow from reviewing transactions, interacting with your clients, their responses to your questions and finally updating QBO, please watch the videos below. First-time Accountant ExperienceFirst-time Client ExperienceReturning Accountant Experience

262

6 days ago

Adele GruberNew Decimal

Transaction Review

sending request to client for transaction review/uncat transactions

Does my client have to have an activated dashboard/portal in order to receive and answer Transaction Review requests?

6 days ago

Joseph DamiensNew Decimal

General

Clean Up - Transactions not showing in boost

I imported a client into digits yesterday that has some cleanup work we need to do for 2022. I see the transactions are visible in search and reports, but the boost is not recommending any yet, and transaction review doesn’t let me recategorize. The transactions were all imported into qbo as uncategorized transactions. Is there delay for boost or am I doing this incorrectly?

10 days ago

ksquared5Advisory Board

Client Portal OptionsNew

I’d love the client portal to be able to have the option drop in documents somewhere. Like client bank statements or anything similar instead of files flying all over creation. Having one location for everything on the client side has always been something I desperately seek.

10 days ago

GarrettRNew Decimal

General

Client Portals login

This is a question but potentially an idea. As of right now, when I send the client portal email to a client they can log in from that link but when they try and log in a week later they are getting confused as they are never asked to set up a password or anything.Has there been any work on creating a client portal login page separate from the regular digits login.Is it also possible for the client to be forced to set up a password . As of right now the work around is for them to click the “forget password” link and then set one up which seems tedious. Thanks!

12 days ago

GarrettRNew Decimal

General

Transactions not showing up in transaction review

I have a client with a “Ask My Accountant” expense account and none of the transactions in that account ace showing up. I have 2 other accounts where it seems to be working perfectly but I cant figure out why this specific account isn't working. Let me know if anyone has an Idea. Thanks!

13 days ago

Luis TrilloNew Decimal

General

How do I link more bank accounts?

Hello, I cannot find anywhere how to link another bank account to my Digits account (impressive!). Not even in the integration sections. How do I do that???

18 days ago

The Community

Be a part of the next generation of finance tools.

General

46 topics
121 Replies

Engineering

3 topics
1 Reply

🔒 Labs

4 topics
119 Replies

Transaction Review

1 topic
1 Reply

Community Champions

Secured by Digits

Learn everything you need to know about how serious we take security

Living Model

Deep dive into how the Living Model learns and works for you

About Digits

We're honored to be supported by some of the world's best

Terms & Conditions Cookie settings

Sign up

Already have an account? Login

Join us on our mission to build the tools of tomorrow.

Digits Community

Join us on our mission to build the tools of tomorrow.

Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.

Username or e-mail

Back to overview

Scanning file for viruses.

Sorry, we're still checking this file's contents to make sure it's safe to download. Please try again in a few minutes.

This file cannot be downloaded

Sorry, our virus scanner detected that this file isn't safe to download.

Building the Future. Together.

Currently in Labs

Latest updates from Digits

The Digits Community

Operational Client PortalNew

Client Portal OptionsNew

Community Champions

Sign up

Join us on our mission to build the tools of tomorrow.

Digits Community

Join us on our mission to build the tools of tomorrow.

Scanning file for viruses.

This file cannot be downloaded