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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

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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 First Client in the middle of the dashboard.

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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

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Step 3: Confirm Your Firm's Billing Plan

  • Select the appropriate plan type. (See digits.com/pricing for more info.)

  • If your firm has already set up Free Firm Books, your billing info will be on file.

  • Review the billing summary and click Confirm Billing.

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.

  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 to the right of the client’s name.

  6. 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.

Need help? Contact us at [email protected]