> For the complete documentation index, see [llms.txt](https://help.digits.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.digits.com/client-management/adding-and-removing-client-accounts.md).
# Adding & Removing Client Accounts
***
### How to add a new client to your firm
{% stepper %}
{% step %}
#### Step 1: Start from your firm's dashboard
You can add a client directly from your **Firm Dashboard**.\
There are three ways to start:
1. Click **Add Client** at the top right of your dashboard (next to “Send Feedback”).
2. Or, click your **firm name** in the top-left corner and select **Add Client** from the dropdown.
3. If this is your first client, you can click **Add your first client** in the middle of the dashboard.
{% endstep %}
{% step %}
#### Step 2: Choose your account setup
On the "*How would you like to get started?*" screen, select how you'd like to set up the client's account:
* **Start Fresh with Digits** – Create new books using Digits’ AI Bookkeeping Agent.
* **QuickBooks Migration** – Migrate an existing Chart of Accounts directly from QuickBooks. For more information, see: [Migrate Data from QuickBooks Online (QBO)](/firms-getting-started/migrate-from-quickbooks.md)
* **Non-QuickBooks Migration** (*Puzzle, Xero, Other)* – Set up a client coming from another platform. Digits doesn't pull data from these automatically: you'll build the Chart of Accounts (Auto Create or CSV) and import historical transactions by CSV. For more information, see: [Migrate to Digits from Xero, Puzzle, or Another Platform](/firms-getting-started/migrate-to-digits.md)
See [Choosing Your Client's Setup Method](/firms-getting-started/setup-methods.md) for full details.
***
{% endstep %}
{% step %}
#### Step 3: Choose your client's chart of accounts
On the "*Choose your accounting categories*" screen, decide how to set up categories (you can configure now and import or sync transactions later):
* **Auto Create** — let Digits create your categories for you.
* **Manual Upload** — upload your own custom categories from a CSV.
See [Categories (Chart of Accounts)](/firms-agentic-general-ledger/category-manager.md)
{% endstep %}
{% step %}
#### Step 4: Complete your client's profile
Enter the **Company Name**, then select the **Country** and **State**.
{% endstep %}
{% step %}
#### Step 5: Confirm your client's billing plan
Choose who pays:
* **Our Firm** — your firm pays and manages billing for this client.
{% hint style="warning" %}
**Note:** If your firm pays for the subscription, billing begins when you confirm the client's paid plan—not when the client accepts the invitation or activates their account.
{% endhint %}
{% hint style="info" icon="credit-card" %}
If your firm has already set up Free Firm Books, your billing info will be on file.
{% endhint %}
* **My Client** — the client pays for their own Digits subscription; your firm keeps full access. (Client Pays availability can depend on your firm's plan or agreement — if you don't see this option, reach out to your Digits contact.) See [Client Pays in Digits](/client-management/client-pays-in-digits.md)
Then, under **Pick your plan**, choose the plan for this client and click **Next**. Review the Billing Summary (plan name, price, and amount due today) and click Add Client. A prorated amount is added to your next bill.
***
{% endstep %}
{% step %}
#### Step 6: Connect your client's banks & cards
Connect the client's financial accounts — American Express, Brex, Chase, Mercury, Ramp, or 10,000+ other banks — so Digits automatically syncs and categorizes their transactions in real time. Click Connect for each account, then Next. You can also connect more accounts later from the Connections tab.
See [Connections](/firms-connections/firms-connections.md)
{% hint style="warning" %}
**Note:** Once connected, sync time may vary depending on the amount of data being processed.
{% endhint %}
{% endstep %}
{% endstepper %}
***
### How do I remove a client from my firm?
{% hint style="info" icon="user-gear" %}
**A Note on Team Members vs. Clients**
Removing a client removes the whole account from your firm. It's different from removing a team member (a person at the client's company). Your firm can't remove a client's active team members — only someone at the client's company can.
{% endhint %}
{% hint style="warning" icon="lightbulb-exclamation-on" %}
Remove becomes available once a client has completed setup. If a client is still Awaiting Client (invitation not accepted, or payment not completed) or otherwise Pending, the Remove option won't appear — contact [Digits Support ](mailto:help@digits.com)to cancel a pending client.
{% endhint %}
1. Go to your **Firm Dashboard**
2. In the left navigation menu, select **Firm Settings**
3. Open the **Clients** tab
4. Find the client you want to remove
5. Click the menu next to the client’s name
6. Select **Remove**
7. Confirm in the window that appears.
{% hint style="warning" icon="lightbulb-exclamation-on" %}
When you remove a client, they're disaffiliated from your firm. Their business, data, and workspace remain in Digits, but your firm immediately loses access to their account.
The client is moved to the **Core for Business** self-serve plan. They won't be charged unless they choose to continue by adding their own billing information.
The next time they sign in, they'll be prompted to activate their subscription by entering their billing address and payment method.
{% endhint %}
***
### Frequently Asked Questions
Should I export data before removing a client?
Removing a client doesn't delete their data — it stays with them in Digits. But your firm loses access to their account right away, so if you need any of their reports, reconciliations, or documents for your own firm records, download those before you remove the client.
Can I restore a client after removal?
Removing a client doesn't erase their data — their business and workspace stay in Digits, and they continue on their own Core for Business account. To work with them under your firm again, re-add them from your Firm Dashboard to re-affiliate them.
Why don't I see my partner discount when selecting a plan for a client?
The plan selection screen always displays standard pricing (MSRP). Your partner discount is applied automatically and will be reflected in your firm's subscription details under **Firm Settings → Subscription**. You can also see the discount applied to each client's billing summary in **Settings → Clients**.
Why was I still charged after removing a client?
Digits bills existing clients on a prepaid basis at the start of each billing cycle. However, if a client is added and then removed within the same billing cycle, that usage is prorated and billed in arrears on your next billing cycle. So the charge you're seeing isn't a new fee — it covers the prorated days that the client was active before removal.
Will I still be billed if I've removed all my clients?
You may receive one final statement covering prorated charges for any clients who were active earlier in the billing cycle. Once that's settled, you won't be billed for client subscriptions going forward. Your firm account will remain active — you can continue using Firm Free Books at no cost, or contact [Digits Support](mailto:help@digits.com) to fully close your firm account.
My client already uses Digits. How do I add them to my firm?
Don't create a new Digits workspace for a client who already uses Digits.
Instead, have the client's authorized representative contact Digits Support, copy your firm on the request, and include the email address associated with the client's Digits account.
If the client is currently associated with another accounting firm, that relationship may need to be updated before your firm can be added. You'll also need to confirm whether the client or your firm will manage the subscription.
After the association is complete, you can invite additional colleagues by following the steps in Manage Users and Permissions.
***
{% columns %}
{% column width="66.66666666666666%" valign="middle" %}
Got a question or feedback? Our team is all ears—come say hello!
{% endcolumn %}
{% column width="33.33333333333334%" valign="middle" %}
{% endcolumn %}
{% endcolumns %}
***
---
# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.
## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.
Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:
```
GET https://help.digits.com/client-management/adding-and-removing-client-accounts.md?ask=&goal=
```
`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.
Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.