Client Pays in Digits

Some firms prefer their clients to pay directly for their software. Client Pays lets you do exactly that—while keeping the firm–client relationship, visibility, and workflow intact inside Digits.

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What is Client Pays?

Client Pays is a billing option where:

✅ The client pays for its own Digits subscription

✅ The firm still has visibility into the client’s account

🚫 The firm is not financially responsible for that subscription

Client Pays is available to all firms and can be selected for each new client you add.

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How Client Pays Works

1

The Firm Invites a Client

1. From your Firm Dashboard, click Add Client.
2. Choose your client's Setup Method (Start Fresh, Migrate from QuickBooks, Xero, Puzzle, or Other.
3. Choose how you want to set up your client's Chart of Accounts (COA).
4. Complete your client's profile by entering the Company Name and Country/State.
5. Choose My Client when asked who’s paying for Digits.

Only Digits' public plans, such as Digits Core, are eligible for Client Pays.

1. Enter the client’s name and email address. Add a personalized welcome message (optional).

1. Click Send Invite.
2. Digits sends your client an email with your message and a link to Activate Digits.

2

The client pays and sets up their account

After receiving the invite, your client will:

1. Open the email and click Activate Digits.
2. Enter their payment method.
3. After payment, they’ll be directed to Connect Banks & Credit Cards via Plaid.

Note: Clients must pay and connect at least one account to complete setup.

Once the client has added payment and connected at least one account, they’ll see a confirmation that their account is activated in Digits. Digits will then begin syncing data and provisioning the account.

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The Firm Experience

After you send a Client Pays invite, the client appears in your Firm Dashboard, and their status updates as they move through onboarding.

• Awaiting Client appears while the client completes payment and the required initial setup.
• After the client finishes onboarding, the status may update to Provisioning while Digits finishes setting up the account and syncing data.
• Your firm is notified once the client has completed the required steps (payment + at least one connected account).

Even though the client pays for Digits:

• The client appears in your Firm Dashboard like any other client.
• In Firm Settings, you can view the client’s subscription plan and whether the client is Client Pays (self-pay) vs. firm-paid.

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Frequently Asked Questions

Can I switch an existing client from Firm Pays to Client Pays?

Not right now. Client Pays is available only while adding a new client. To change a firm-paid client to Client Pays, remove and re-add the client as a new Client Pays client. See Adding & Removing Client Accounts for removal and prorated-charge details.

Does the client get a free trial?

No. There’s no trial in the Client Pays flow. The client is charged when they confirm billing details during onboarding.

What happens if a firm removes a self-paying client?

The client isn’t deleted. Instead:

• The client is disaffiliated from the firm
• The client’s legal entity becomes a standalone operator

What if the client gets stuck during setup?

Clients can reach out to [e-mail] for support. Firms can also contact support on their client’s behalf if needed.

How does the client cancel their subscription?

1. The firm must first remove/disaffiliate the client.
2. Once the client is transitioned to a standalone operator, the client can cancel by going to their dashboard, then Settings → Subscriptions.

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Got a question or feedback? Our team is all ears—come say hello!

Contact Digits Support

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