> 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/firms-getting-started/firms-getting-started.md).

# Getting Started with Digits for Firms

Welcome to Digits! Explore your demo environment, add clients, connect your tools, and begin collaborating with your team—everything you need to launch smoothly.

***

### **Setting Up Your Firm**

<table data-view="cards"><thead><tr><th></th><th></th><th></th><th data-hidden data-card-cover data-type="files"></th><th data-hidden></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><i class="fa-circle-play">:circle-play:</i>  Getting Started: </td><td><h4>Product Guides</h4></td><td>Step-by-step interactive tours to help you get started with Digits.</td><td></td><td></td><td><a href="/firms-getting-started/product-guides.md">Product Guides</a></td></tr><tr><td><i class="fa-building-memo">:building-memo:</i>  Setting Up Your Firm:</td><td><h4>Free Books for Your Firm</h4></td><td>Run your own firm’s books inside Digits, free of charge. </td><td></td><td></td><td><a href="/my-firm-account/free-books.md">Free Books for Your Firm</a></td></tr><tr><td><i class="fa-building-memo">:building-memo:</i>  Setting Up Your Firm:</td><td><h4>Using Your Demo Client (Sandbox)</h4></td><td>Try workflows safely and see how Digits automates bookkeeping.</td><td></td><td></td><td><a href="/firms-getting-started/sandbox.md">Using Your Demo Client (Sandbox)</a></td></tr><tr><td><i class="fa-building-memo">:building-memo:</i>:  Setting Up Your Firm:</td><td><h4>Understanding Your Firm Dashboard</h4></td><td>See real-time status across all clients from your Firm Dashboard.</td><td></td><td></td><td><a href="/firms-getting-started/dashboard.md">Understanding Your Firm Dashboard</a></td></tr><tr><td><i class="fa-building-memo">:building-memo:</i>  Setting Up Your Firm:</td><td><h4>Firm Roles &#x26; Permissions (Invite Colleagues)</h4></td><td>Assign roles, manage access, and collaborate securely across your team.</td><td></td><td></td><td><a href="/my-firm-account/roles-and-permissions.md">Firm Roles &amp; Permissions (Invite Colleagues)</a></td></tr><tr><td><i class="fa-building-memo">:building-memo:</i>  Setting Up Your Firm:</td><td><h4>Firm Setup FAQs</h4></td><td>Quick answers to firm setup questions—from billing to permissions and account settings.</td><td></td><td></td><td><a href="/firms-getting-started/setup-faqs.md">Firm Setup FAQs</a></td></tr><tr><td><i class="fa-sparkles">:sparkles:</i>  Digits AI:</td><td><h4>How AI Works in Digits</h4></td><td>See how AI handles bookkeeping, so you don’t have to</td><td></td><td></td><td><a href="/firms-agentic-general-ledger/digits-ai.md">How AI Works in Digits</a></td></tr><tr><td><i class="fa-book-bookmark">:book-bookmark:</i>  Getting Started: </td><td><h4>Digits AI Accounting Glossary</h4></td><td>Learn accounting, bookkeeping, finance, and AI terms used throughout Digits.</td><td></td><td></td><td><a href="https://digits.com/glossary">https://digits.com/glossary</a></td></tr></tbody></table>

***

### **Onboarding Your Clients**

<table data-view="cards"><thead><tr><th></th><th></th><th></th><th data-hidden></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><i class="fa-user-plus">:user-plus:</i>  Onboarding Your Clients:</td><td><h4>Adding Your First Client</h4></td><td>Add your first client in Digits, connect accounts, and start bookkeeping fast. </td><td><i class="fa-user-plus">:user-plus:</i></td><td><a href="/firms-getting-started/adding-your-first-client.md">Adding Your First Client</a></td></tr><tr><td><i class="fa-user-plus">:user-plus:</i>  Onboarding Your Clients:</td><td><h4>Choosing Your Client's Setup Method</h4></td><td>Select the best way to bring your client’s books into Digits.</td><td><i class="fa-file-check">:file-check:</i></td><td><a href="/firms-getting-started/setup-methods.md">Choosing Your Client's Setup Method</a></td></tr><tr><td><i class="fa-user-plus">:user-plus:</i>  Onboarding Your Clients:</td><td><h4>Migrate Data from QuickBooks</h4></td><td>Move your clients from QuickBooks to Digits. </td><td><i class="fa-swap">:swap:</i></td><td><a href="/firms-getting-started/migrate-from-quickbooks.md">Migrate Data from QuickBooks Online (QBO)</a></td></tr><tr><td><i class="fa-user-plus">:user-plus:</i>  Onboarding Your Clients:</td><td><h4>QuickBooks Cutover Date</h4></td><td>Set when Digits takes over from QuickBooks. </td><td><i class="fa-calendar-check">:calendar-check:</i></td><td><a href="/firms-getting-started/firms-quickbook-cutover-date.md">QuickBooks Cutover Date</a></td></tr><tr><td><i class="fa-user-plus">:user-plus:</i>  Onboarding Your Clients:</td><td><h4>Reconciliations After Migrating from Quickbooks</h4></td><td>Set a clean reconciliation baseline in Digits after a QuickBooks migration.</td><td></td><td><a href="/firms-getting-started/cutover-reconciliation.md">Reconciliations After Migrating from QuickBooks</a></td></tr><tr><td><i class="fa-user-plus">:user-plus:</i>  Onbarding Clients:</td><td><h4>Migrate to Digits from Xero, Puzzle, or Another Platform</h4></td><td>Move your client's data from any platform into Digits.</td><td></td><td><a href="/firms-getting-started/migrate-to-digits.md">Migrate to Digits from Xero, Puzzle, or Another Platform</a></td></tr><tr><td><i class="fa-user-plus">:user-plus:</i>  Onboarding Your Clients:</td><td><h4>Verifying Opening Balances</h4></td><td>Check and update opening balances when cash totals look off.</td><td></td><td><a href="/firms-agentic-general-ledger/verify-opening-balances.md">Troubleshooting Cash Totals: Verifying Opening Balances</a></td></tr><tr><td><i class="fa-user-plus">:user-plus:</i>  Onboarding Your Clients:</td><td><h4>Import Your Chart of Accounts</h4></td><td>Upload your client’s Chart of Accounts via CSV in just a few clicks.</td><td><i class="fa-file-arrow-up">:file-arrow-up:</i></td><td><a href="/firms-agentic-general-ledger/import-coa.md">Import Your Chart of Accounts</a></td></tr><tr><td><i class="fa-user-plus">:user-plus:</i>  Onboarding Your Clients:</td><td><h4>Running a Parallel Close</h4></td><td>Test Digits alongside your existing system. </td><td><i class="fa-arrow-right-arrow-left">:arrow-right-arrow-left:</i></td><td><a href="/firms-getting-started/parallel-close.md">Running a Parallel Close</a></td></tr><tr><td><i class="fa-user-plus">:user-plus:</i>  Onboarding Your Clients:</td><td><h4>Client Roles &#x26; Permissions</h4></td><td>Learn how client roles and permissions work in Digits. </td><td></td><td><a href="/client-management/roles-and-permissions.md">Invite a Client to their Digits Account</a></td></tr><tr><td><i class="fa-user-plus">:user-plus:</i>  Onboarding Clients:</td><td><h4>Digits Availability, Banks, &#x26; Currency </h4></td><td>Check which banks work with Digits and what to do if yours isn’t listed.</td><td></td><td><a href="/firms-getting-started/digits-availability-banks-and-currency-support.md">Digits Availability, Banks, and Currency Support</a></td></tr></tbody></table>


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