Adding/Removing Clients
You can easily add new clients or remove existing ones from your Firm Dashboard. Each client is billed individually, so there’s no limit to how many clients your firm can manage in Digits.
How to Add a Client
Step 1: Start from your firm's Dashboard
You can add a client directly from your Firm Dashboard. There are three ways to start:
Click + Add Client at the top right of your dashboard (next to “Send Feedback”).
Or, click your firm name in the top-left corner and select + Add Client from the dropdown.
If this is your first client, you can click Add First Client in the middle of the dashboard.
Step 2: Choose Your Account Strategy
When prompted, 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 – Import an existing Chart of Accounts directly from QuickBooks.
Non-QuickBooks Migration – Upload your client’s data manually via CSV.
Note: Choose your setup method before connecting banks or apps to make sure your chart of accounts maps correctly.
See full details at Choosing Your Client's Setup Method
Step 3: Confirm Your Firm's Billing Plan
Select the appropriate plan type. (See Digits Partner Plans for more info.) You'll also choose who pays for the subscription:
My Firm – Your firm pays and manages billing for this client.
My Client – The client pays for their own Digits subscription. You'll send them an invite to complete payment and connect their first account. Your firm still has full visibility and access. See Client Pays in Digits for the full setup guide.
Review the billing summary and click Confirm Billing.
If your firm has already set up Free Firm Books, your billing info will be on file.
How Do I Remove a Client?
If you need to remove a client from your firm:
Important: Removing a client permanently deletes their data and any linked user accounts. Download any necessary reports or data before proceeding.
If you (or your team) have invited any users to the client’s account — such as the client themselves — those user accounts will also be deleted.
Go to your Firm Dashboard.
In the left navigation menu, select Firm Settings.
Open the Clients tab.
Find the client you want to remove.
Click the menu to the right of the client’s name.
Choose Remove from the dropdown.
Frequently Asked Questions
Should I export data before removing a client?
Yes. Download any reports, reconciliations, or documents you need before you remove the client.
Can I restore a client after removal?
No. You’ll need to add the client again as a new workspace and re-import data.
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.
Will a client still have access to their data after they're removed?
No. When you remove a client from your firm, their access is immediately revoked, and their data is permanently deleted. Be sure to download any necessary reports or documents before removing a client.
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 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 that 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 to fully close your firm account.
What happens to my data if I delete a client?
Deleting a client permanently removes all associated data and cannot be undone. Export anything you need before deleting.
Got a question or feedback? Our team is all ears—come say hello!