Accountant

Navigating the Accounting Portal


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Accountants are constantly doing a million things to keep their clients book in line for the month, quarter, year, all of the above. There is a lot that you need to do to keep things straight and places you need to go to get your work done. 

 

The Digits Accounting Portal packs a mighty punch while still looking extremely elegant. With features galore, check out all that you can do! 😀

 

 

  1. Client List - List of all of your clients that you have added to Digits
  2. Client List Search - Search your client list quickly to find who you are looking for
  3. Dive into Search - Click the Glasses next to your client name to go to the tools dashboard for Digits Search
  4. Date Navigator - Either month by month or choosing a period on your own, we give you all the options. 
  5. Add Clients - Add more clients with ease!
  6. Add Team Members - Add team members to your hearts content!
  7. Upload a Firm Logo - make the portal feel like your own with future customizations coming down the line

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