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
Getting Started:
Product Guides
Step-by-step interactive tours to help you get started with Digits.
Setting Up Your Firm:
Free Books for Your Firm
Run your own firm’s books inside Digits, free of charge.
Setting Up Your Firm:
Using Your Demo Client (Sandbox)
Try workflows safely and see how Digits automates bookkeeping.
: Setting Up Your Firm:
Understanding Your Firm Dashboard
See real-time status across all clients from your Firm Dashboard.
Setting Up Your Firm:
Firm Roles & Permissions (Invite Colleagues)
Assign roles, manage access, and collaborate securely across your team.
Setting Up Your Firm:
Firm Setup FAQs
Quick answers to firm setup questions—from billing to permissions and account settings.
Digits AI:
How AI Works in Digits
See how AI handles bookkeeping, so you don’t have to
Onboarding Your Clients
Onboarding Your Clients:
Adding Your First Client
Add your first client in Digits, connect accounts, and start bookkeeping fast.
Onboarding Your Clients:
Choosing Your Client's Setup Method
Select the best way to bring your client’s books into Digits.
Onboarding Your Clients:
Migrate Data from QuickBooks
Move your clients from QuickBooks to Digits.
Onboarding Your Clients:
QuickBooks Cutover Date
Set when Digits takes over from QuickBooks.
Onboarding Your Clients:
Reconciliations After Migrating from Quickbooks
Set a clean reconciliation baseline in Digits after a QuickBooks migration.
Onbarding Clients:
Migrate to Digits from Xero, Puzzle, or Another Platform
Move your client's data from any platform into Digits.
Onboarding Your Clients:
Verifying Opening Balances
Check and update opening balances when cash totals look off.
Onboarding Your Clients:
Import Your Chart of Accounts
Upload your client’s Chart of Accounts via CSV in just a few clicks.
Onboarding Your Clients:
Running a Parallel Close
Test Digits alongside your existing system.
Onboarding Your Clients:
Client Roles & Permissions
Learn how client roles and permissions work in Digits.
Onboarding Clients:
Digits Availability, Banks, & Currency
Check which banks work with Digits and what to do if yours isn’t listed.
