Generating, Analyzing and Sharing a Digits Report!

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Great, you made it into Digits! Now its time to experience the magic of generating your first report, the speed of analysis and the elegance of sharing reports with your clients!



  1. Find your client in your Accountant Portal
  2. Find your client and click “Generate Report”
  3. Choose which reports you want to send to your client and click “Generate”
  4. Customize the executive summary and make comments on the report
  5. Click the “Share” button in the top right
  6. Type in your clients email and a quick, custom message to them. 
  7. Click the “Share” button to send to your client

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