# Accountant & Firm FAQs

Find answers to common questions about using Digits across all your client accounts so your firm can stay confident, save time, and keep every engagement running smoothly.

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<summary>Which clients are the best fit for Digits?</summary>

Digits works best for tech-forward service businesses, especially those that:

* Use cloud tools like Stripe, Gusto, Ramp, and BILL
* Have relatively straightforward financials (low or no inventory, minimal multi-currency)

Complex inventory, heavy multi-entity consolidations, or extensive multi-currency workflows are not ideal first clients to onboard.

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<summary>What should I do if something doesn’t look right in Digits?</summary>

A few quick checks:

1. Confirm all relevant **connections** are active (banks, QBO, apps).
2. Refresh or re-authenticate any that show an error.
3. Check the **Checklist** for prompts about missing mappings, uncategorized transactions, or required approvals.

Still stuck? Reach out to [**help@digits.com**](mailto:) with the client name and a quick summary of what you’re seeing, and the support team will help you troubleshoot.

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<summary>Can I use Digits for clients who weren’t on QuickBooks?</summary>

Yes. For non-QuickBooks clients, you’ll:

* Import or build a **Chart of Accounts** in Category Manager (Digits’ Chart of Accounts).
* Enter **opening balances**.
* Connect **banks and other financial tools**.
* Optionally import historical transactions via CSV if you want more history.

Digits then becomes the **primary ledger** going forward for those clients as well.

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<summary>Can I override Digits’ categorizations?</summary>

Absolutely. You’re always in control of the books.

* You can **accept, edit, or override** categorization suggestions directly in the Ledger or transaction views.
* When you make changes, Digits **learns from your edits** and improves future suggestions for similar transactions.

Over time, the Agentic General Ledger™ adapts to your firm’s preferences and each client’s patterns.

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<details>

<summary>What Is the ROI of Using Digits for an Accounting Firm?</summary>

The ROI of Digits isn’t about swapping one software subscription for another.\
It’s about freeing headcount capacity in a world where talent is scarce.\
\
Digits helps accounting firms reclaim hours that are currently tied up in manual reconciliation, cleanup, and review—so firms can grow, re-shore work, or stabilize delivery without hiring more accountants.\
\
On average, firms save \~5 hours per client per month using Digits.\
That means:<br>

* Put 30 clients on Digits → free up one full-time accountant’s capacity
* Scale your client base without adding headcount
* Reallocate experienced staff from bookkeeping to higher-value advisory work

\
For many firms, Digits becomes a direct lever for margin expansion and capacity planning—not just efficiency.\
\
Where the ROI comes from<br>

* **AI Bank Reconciliations** - Fewer transaction-by-transaction matches and fewer exceptions after setup.
* **Faster, more predictable month-end close** - Less fire-drill cleanup and fewer surprises.
* **Cleaner data upstream** - Fewer missing, duplicated, or miscategorized transactions.
* **Tool consolidation that eliminates “truth drift”** -- One system of record instead of multiple tools slowly diverging from each other.\
  \
  The result is more consistent, real-time financial data across clients—and far less rework caused by conflicting sources of truth.

Try Digits today <https://digits.com/accountants/>

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<summary>Can my firm boost efficiency by using Digits? </summary>

Yes—but more importantly, Digits helps firms unlock capacity.\
\
Digits is AI-powered accounting software built for accounting firms facing talent shortages, rising delivery costs, and fragmented tool stacks. By automating the most time-consuming parts of monthly delivery, Digits allows teams to scale client volume without scaling headcount.\
\
Where firms see the biggest efficiency gains<br>

* **AI Bank Reconciliations** -- Dramatically reduces manual matching and review time after initial setup.
* **Faster, more predictable close** -- Standardized workflows mean fewer end-of-month surprises.
* **Standardization across clients** -- Less variability, easier training, and smoother handoffs.
* **Consolidated tooling** -- Fewer systems, fewer reconciliations between systems, and less “truth drift” over time.

Most firms don’t use Digits to replace people—they use it to:<br>

* Re-shore work that had been outsourced
* Absorb new clients without hiring
* Protect margins in the face of rising labor costs

Try Digits for your firm! <https://digits.com/accountants/>

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<summary>How much does it cost to pay bills or get paid in Digits using ACH, Checks, and Digits Pay?</summary>

See: [Digits Pay Pricing](/firms-bills-and-invoices/digits-pay-pricing.md)

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<summary>How do I change my name on my Digits account?</summary>

You can update your name by contacting Digits Support at <help@digits.com>. Include your current name and the name you'd like it changed to, and we'll update it for you.

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<summary>How do I change the email address I use to log in to Digits? </summary>

Changing your login email isn't currently supported. If you need to use a different email, you can invite the new email address to your account, and then contact Digits Support at <help@digits.com> to deactivate the old one.

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<summary>Does Digits have a budgeting feature?</summary>

Not yet — Digits doesn't currently have a built-in budgeting tool where you can set category-level budgets and track actuals against them.

You've still got a couple of solid options for keeping tabs on spending:

* Use your P\&L reports. Digits gives you real-time Profit & Loss reports that you can view by month, quarter, or year — great for spotting spending trends and comparing periods side by side.
* Export and compare in a spreadsheet. Export your financial data via CSV from the Ledger, then build your budget tracker in Excel or Google Sheets and compare actuals directly.

\
Want to see budgeting in Digits? Let us know at <help@digits.com>. We love hearing what features matter most to you.

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<summary>How do I back up my data in Digits? Is there a company file like QuickBooks Desktop?</summary>

Digits is cloud-based, so there’s no downloadable/local “company file” to manage (or worry about corrupting, losing, or backing up on your own). Your data lives in Digits’ infrastructure and is stored redundantly across a network of secure servers—so in many cases it’s better protected than a local backup.

If you still want a backup for your own records, you can export Ledger CSVs and download financial reports (P\&L, Balance Sheet, Cash Flow) from [Financials](/firms-insights-and-reporting/download-financials.md) anytime.

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<summary>Does Digits offer CPE courses?</summary>

Digits does not currently offer CPE directly... yet.&#x20;

However, we host CPE-eligible webinars throughout the year in partnership with Earmark. These sessions cover product updates, workflows, and best practices.

You can register for upcoming webinars here: <https://www.earmark.app/webinars>

You can also access past sessions and earn CPE on demand through the Digits Earmark channel: <https://earmark.app/channel/digits>

Hope to see you in a session soon!

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***

### Digits Security

<details>

<summary>Is Digits Secure?</summary>

Yes. At Digits, keeping your financial data safe is our top priority. We’ve built every part of the platform with industry-leading security, so you can focus on running your business—knowing your sensitive information is always protected.

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<summary>Does Digits have access to my bank credentials?</summary>

Digits is designed to never expose your banking credentials.

* **Revocable tokens, not passwords**: Digits connects to your financial institutions via secure APIs using revocable access tokens.
* **Your banking credentials stay with your bank**: We never see or store your actual bank usernames or passwords.

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<summary>How is my data encrypted?</summary>

**Advanced encryption**

* **Per-organization keys:** Each organization has its own encryption keys.
* **Per-secret envelope encryption:** Sensitive data is protected using per-secret, authenticated envelope encryption, which means each secret (like a credential or token) is individually encrypted and verified.

**Data in transit**

* **Transport Layer Security (TLS):** All system-to-system communication is secured with modern TLS protocols to protect your data privacy.
* **HTTPS everywhere:** Our web application uses HTTPS with TLS and valid certificates so data sent between your browser and Digits is encrypted.

**Data at rest**

* **Encrypted storage:** All data stored within Digits is automatically encrypted at rest, helping prevent unauthorized access even if underlying storage were compromised.

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<summary>Is Digits compliant with security standards?</summary>

Digits is SOC 2 Type II compliant. This means an independent auditor has evaluated our controls over time and verified that we meet the security, availability, and confidentiality criteria defined by the American Institute of Certified Public Accountants (AICPA).

If you need security documentation for due diligence, request a copy here: [SOC 2 Type II Compliance](http://trust.digits.com/).

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<summary>How is the Digits infrastructure secured?</summary>

**Layered, cloud-based infrastructure**

* **Multiple security layers:** Our infrastructure is built with progressive security layers—including network, application, and data-level protections—for robust defense.
* **Strict access controls:** Internal access to production systems is tightly restricted, audited, and monitored.

**Hardened application environment**

* **Containerized applications:** We use container technology to isolate workloads and improve application security.
* **Optimized operating environment:** Our systems are configured and maintained following security best practices.

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<summary>Where can I learn more about Digits Security or report an issue?</summary>

* **See:** [Digits Security](https://digits.com/security/) (for a higher-level, shareable summary)
* **Report a security concern:** If you have a security question, concern, or need to report a potential issue, contact us at [**security@digits.com**](mailto:).

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<details>

<summary>Digits Terms of Service (TOS) </summary>

<https://my.digits.com/legal/terms-of-service>

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<summary>Digits Privacy Policy</summary>

<https://my.digits.com/legal/privacy-policy>

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