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.

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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.

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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.

Onboarding Clients:

Digits Availability, Banks, & Currency

Check which banks work with Digits and what to do if yours isn’t listed.