# 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 (*Low Volume or Ledger Only*)
A Digits team member will complete the downgrade and notify you when it’s done.
***
### Removing a Client
{% hint style="info" %}
**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
{% 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**
***
#### **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 %}
***
---
# Agent Instructions: Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.
Perform an HTTP GET request on the current page URL with the `ask` query parameter:
```
GET https://help.digits.com/client-management/upgrade-downgrade-a-client-plan.md?ask=
```
The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.
Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.