Topics started by Dakota

8 Topics

Dakota
DakotaDigits Team
published in Setting up Digits

Getting your clients setup with DigitsTutorial

Getting your clients up and running with Digits has never been easier with this short clip below. You can save time and avoid 1:1 intro calls by adding this video to your onboarding emails or share this link directly with your clients to get them familiar and up to speed with Digits!   

2605
Michael
6 months ago
Dakota
DakotaDigits Team
published in General

Digits recognized as one of the most innovative financial companies in 2023!News

We are very excited to share that Digits has landed a spot on Fast Company’s Annual List of the World’s Most Innovative Companies for 2023 We've been included on their prestigious annual list, specifically in the finance category joining the ranks of OpenAI, Disney, Tiffany & Co., and many more incredible businesses! As you all know, here at Digits we've been focused on using AI-powered technology to build the next generation of accounting tools that help you save time and WOW your clients.  Your continued use of Digits, feedback, and your help to further our mission has been instrumental in helping us build these innovative tools.Join us for a moment to celebrate, as this amazing honor is just as much yours as it is ours! Once again, thank you for your continued commitment to Digits!  

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Dakota
1 year ago
Dakota
DakotaDigits Team

Digits Reports see the light!

Howdy Community! Dakota here from the team at Digits. I am very excited to share that today, Digits Reports was brought into light mode today to reflect the design and aesthetics you see elsewhere now throughout Digits. Take a look below to see the update:  If you have any questions - please let me know! Dakota 

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bfausett21
8 months ago
Dakota
DakotaDigits Team

Digits fresh look for Spring is coming soon!News

Hey, Digits Community! While you’ve been hard at work pouring your energy into tax season, our designers and engineers have been pulling long hours to bring you an enhanced Digits experience! Based on your feedback, special thanks to @abhopmann  for originally requesting this and to all that upvoted the idea, we are thrilled to share that we will soon be upgrading your Digits dashboard with a lighter, brighter, and more intuitive look and feel.We wanted to let our Community know in advance so that you can be ready for the change when it happens.  What’s changing: Navigation: We are updating how you navigate into the tools and move about the product. The new navigation is optimized for easy movement between tools and clients, enhancing your workflow efficiency. Refreshed colors: The background and tools will be lightened up giving them a fresh and modern feel.  What’s staying the same: What tools you have access to How you use our tools and what they can do Your client’s portal ex

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Dakota
1 year ago
Dakota
DakotaDigits Team

Transaction Review Upgrades & Boost Updates!News

Howdy Digits Community!We know you're always looking for ways to save time which is why we are excited to share several new updates that will make your life easier and your workflow more efficient.Here are some of our powerful new features within Transaction Review: Class & Location: You can now assign Class and Location directly from Transaction Review with ease. Vendor Suggestions: Digits AI will provide a suggestion in Transaction Review when your transaction is missing a vendor, or you can choose to create a new vendor and save it to QBO. Further ensuring accuracy and completeness.  More control and flexibility: You now have more control and flexibility with the ability to select which transactions you send to clients and the specific fields, such as class, location, category, and vendor, that you save to QBO, and choose when to do so!   In addition to the Transaction Review updates above, we’ve also rebranded Boost to Quality Check.After hearing from this Community, we reco

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Dakota
1 year ago
Dakota
DakotaDigits Team

Search is back! 🔎

Back by popular demand – you can now access the search functionality via the magnifying glass icon on both your home page and Client portal. Use search to help you find Vendors, customers, categories, and much more! See screenshots below:Dashboard: Client Portal: A big thanks to our community members that reached out and shared their feedback with us. Please keep the ideas and feedback coming! - Dakota 

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Dakota
8 months ago
Dakota
DakotaDigits Team

Digits Community Spring Update

Howdy Digits Community! 🤠 It's been quite quiet on our end recently, but trust us when we say it's been anything but that behind the scenes!Here’s an update on some of the new features we've launched recently, designed with you in mind. These are set to make your Digits experience more efficient, customizable, and, ultimately, a breeze to use as you support your clients! Flexible Time Range ReportsWe heard you loud and clear! We've made it possible to generate reports across any time period now. Be it for client’s investor meetings or bank requisites, the power to pull reports to your specification is now in your hands. Detailed Month-over-Month ComparisonsJust launched, you can now add detailed month-over-month breakdowns in reports. Forget the hassle of tedious calculations; you'll soon be able to dive right into comparison data to provide better insights and unlock better decision making for your clients. Here is a short video that shows you how to add this to your reports.  A New

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Dakota
2 days ago
Dakota
DakotaDigits Team
published in Setting up Digits

Getting Setup with Digits (Video Walkthrough)Tutorial

Learn how to get started with Digits as easily and quickly as possible with this short clip and the instructions below!  Head to digits.com Click “Get Digits for Free” Pick the appropriate plan for you and your firm and click “Get started” Fill in your details Check your email for the verification email from Digits and click “Verify my Email” Set your password Link your first Quickbooks account by clicking “Connect Quickbooks” Select the appropriate Quickbooks account by signing in to QBO via the pop-up window Sit tight while we build a Living Model from your Quickbooks data  Within 24 hours, we will send an email letting you know that you’re ready to start using DigitsTip!While you wait for Digits to finish setting up your account, get a head start on adding more of your clients by clicking “Link another Account” and follow the on-screen prompts! 

1010
Dakota
1 year ago

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