> For the complete documentation index, see [llms.txt](https://help.digits.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.digits.com/client-management/upgrade-downgrade-a-client-plan.md).
# Upgrade/Downgrade a Client Plan
***
### 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
***
### Downgrade a Client Plan
Email [**help@digits.com**](mailto:) 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.
***
### Removing a Client
{% hint style="info" %}
**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. See [What Clients Can & Can't Do](/client-management/what-clients-can-and-cant-do.md)
{% endhint %}
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**
6. Confirm in the window that appears.
{% hint style="warning" icon="lightbulb-exclamation-on" %}
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.
{% endhint %}
***
#### **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)](/my-firm-account/roles-and-permissions.md)
***
### **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 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.
***
{% columns %}
{% column width="66.66666666666666%" valign="middle" %}
Got a question or feedback? Our team is all ears—come say hello!
{% endcolumn %}
{% column width="33.33333333333334%" valign="middle" %}
Contact Digits Support
{% endcolumn %}
{% endcolumns %}
***
---
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