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.

Upgrade a Client Plan

Go to your Firm Dashboard
In the left navigation menu, select Firm Settings
Open the Clients tab
Find the client you want to upgrade
Click the menu next to the client’s name
Select Upgrade
Follow the prompts to confirm the plan change

Downgrade a Client Plan

Email help@digits.com 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.

Removing a Client

When you remove a client:

The client is disaffiliated from your firm
They are moved to the Core for Business plan
They’ll only be charged if they log in and add billing

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 next to the client’s name
Select Remove

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)

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.

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 help@digits.com 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.

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

Contact Digits Support