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
Setting Up Your Firm:
Digits Accountant Partner Program
Access firm-only tools, pricing, and support to modernize and grow your practice.
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.
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:
Migrating 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:
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.
