On-Demand Sessions
Digits Partner Program Series
Practical guidance and best practices to help you get the most out of Digits
In this course
Discover how to work more efficiently in Digits with practical guidance on client onboarding, bookkeeping workflows, reporting, and automation.
Streamline onboarding
Learn proven workflows for setting up your firm and onboarding clients efficiently
Deliver better insights
Create clear, customized reports that help clients understand their financials and take action
Review with confidence
Apply best practices for reconciliations, review, and month-end workflows
Save time with Digits
Leverage automation, expert tips, and efficient workflows to reduce manual work and focus on higher-value services
Meet the instructors
Shelby
Shelby Parker is an accountant and workflow enthusiast who is passionate about helping firms work more efficiently through better processes, technology, and automation. With experience in month-end close, financial operations, and building scalable accounting workflows, she understands the challenges accountants face and the importance of creating systems that scale.
At Digits, Shelby works closely with firms to navigate day-to-day accounting challenges and confidently adopt AI-powered tools. She enjoys helping accountants simplify complex processes, improve consistency, and create workflows that save time while maintaining accuracy. Her goal is to make accounting technology approachable, practical, and impactful by helping firms spend less time on manual work and more time focusing on their clients.
When she's not talking accounting, Shelby enjoys reading, traveling with her family, and spending time outdoors.
At Digits, Shelby works closely with firms to navigate day-to-day accounting challenges and confidently adopt AI-powered tools. She enjoys helping accountants simplify complex processes, improve consistency, and create workflows that save time while maintaining accuracy. Her goal is to make accounting technology approachable, practical, and impactful by helping firms spend less time on manual work and more time focusing on their clients.
When she's not talking accounting, Shelby enjoys reading, traveling with her family, and spending time outdoors.
Victoria
Victoria brings a decade of professional experience and a passion for making complex workflows feel effortless. She joined Digits over two years ago and has since become a go-to expert and champion for the platform — deeply attuned to the challenges teams face and what it really takes to solve them. Today, she channels that knowledge into helping others build smarter, AI-native ways of working.
When she's not helping people transform the way they work, Victoria enjoys spending time with her family, experimenting in the kitchen, and getting out on the water.
When she's not helping people transform the way they work, Victoria enjoys spending time with her family, experimenting in the kitchen, and getting out on the water.
Patrick Jones - Course author
Patrick Jones - Course author