Upgrade/Downgrade a Client Plan

From your Firm Settings, the Clients tab gives you an at-a-glance view of every client your firm manages in Digits — including their current plan, assigned colleagues, and access permissions.

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Upgrade a Client Plan

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 upgrade
5. Click the menu next to the client’s name
6. Select Upgrade
7. Follow the prompts to confirm the plan change

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Downgrade a Client Plan

Email [e-mail] with:

• Your firm name
• The client to downgrade
• The plan you want them moved to

A Digits team member will complete the downgrade and notify you when it’s done.

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Removing a Client

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.

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 to cancel a pending client.

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

1. Confirm in the window that appears.

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.

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What else can you do from the Clients Tab?

Add & Manage Clients

• Add a new client using the Add Client button
• Search for clients in the list
• View each client’s plan badge

View Colleague Access

Inside each client’s detail view, you can:

• See which colleagues have access to that client
• Review each colleague’s role (Admin, Account Manager, or Associate)

To change a colleague's access, see: Firm Roles & Permissions (Invite Colleagues)

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Frequently Asked Questions

Can I change a client’s plan anytime?

Yes, upgrades can be done instantly within your firm settings. Downgrades require support assistance to protect your client’s historical data.

However, if a client pays for their own plan (Client Pays), the firm can't change their plan from Firm Settings — the client manages their own subscription. See Client Pays in Digits

Why can’t I see the plan badge for some clients?

Only active clients display their plan type. If a client is new, archived, or paused, their plan badge will not appear until reactivated.

Does upgrading affect billing immediately?

Yes. Once a client is upgraded, their new plan rate applies starting with the next billing cycle.

Can the firm choose a different plan when removing a client?

Currently, no. Clients are defaulted to Core.

When I remove a client, can they choose a different plan?

Currently, no; however, they can reach out to [e-mail] to downgrade to Essentials after billing is set up, if they'd like.

What happens if a client with no assigned users is disaffiliated?

What happens if a client with no assigned users is disaffiliated? The client organization and legal entity are orphaned but will remain in the system.

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

Contact Digits Support

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