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

Upgrading moves a client to Digits Core, enabling full dashboards, reporting, transaction workflows, Inbox reviews, and advanced insights.

1. From your Firm Dashboard, open Firm Settings in the left navigation.

2. Click Clients.

3. Click or search for the client you want to upgrade.

4. Open the ⋮ menu in the top-right corner of the client tile.

5. Select Upgrade.

6. Follow the on-screen prompts to confirm the plan change.

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Downgrade a Client Plan

Email [email protected] with:

• Your firm name

• The client to downgrade

• The plan you want them moved to (Low Volume or Ledger Only)

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

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Removing a Client

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.

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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

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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.

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.

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Need a hand? Reach out to [email protected].

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