# Adding Your First Client
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### Step 1: Start from Your Firm's Dashboard
You can add a client directly from your **Firm Dashboard**.\
There are three ways to start:
1. Click **+ Add Client** at the top right of your dashboard (next to “Send Feedback”).
2. Or, click your **firm name** in the top-left corner and select **+ Add Client** from the dropdown.
3. If this is your first client, you can click **Add First Client** in the middle of the dashboard.
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### Step 2: Choose Your Account Setup
When prompted, select how you’d like to set up the client’s account:
* **Start Fresh with Digits** – Create new books using Digits’ AI Bookkeeping Agent.
* **QuickBooks Migration** – Import an existing Chart of Accounts directly from QuickBooks.
* **Non-QuickBooks Migration** – Upload your client’s data manually via CSV.
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**Note:** Choose your setup method before connecting banks or apps to make sure your chart of accounts maps correctly.
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See full details at [Choosing Your Client's Setup Method](/firms-getting-started/setup-methods.md)
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### Step 3: Confirm Your Firm's Billing Details
Select the appropriate plan type. (See [Digits Partner Plans](/my-firm-account/partner-program-plans.md) for more info.)\
You'll also choose who pays for the subscription:
* **My Firm** – Your firm pays and manages billing for this client.
* **My Client** – The client pays for their own Digits subscription. You'll send them an invite to complete payment and connect their first account. Your firm still has full visibility and access. See [Client Pays](/client-management/client-pays-in-digits.md) in Digits for the full setup guide.
Review the billing summary and click Confirm Billing.
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If your firm has already set up Free Firm Books, your billing info will be on file.
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***
### Connecting Accounts and Apps
Once billing is confirmed, connect your client’s financial data sources:
* Bank and credit card via Plaid
* Apps like Stripe, Gusto, BILL, Ramp,
* Or upload via a CSV file manually
You can skip this step and connect later if needed.
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**Note:** Once connected, sync time may vary depending on the amount of data being processed.
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***
### Frequently Asked Questions
Can I skip connecting accounts right now?
Yes. You can connect later after reviewing your client setup.
Will my client get access right away?
Not yet — you’ll need to invite them separately (see [Inviting Client Team Members](/client-management/roles-and-permissions.md)).
Can I manage my own firm's books instead?
Yes! See [Free Books for Your Firm](/my-firm-account/free-books.md) to manage your internal accounting in Digits.
***
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Got a question or feedback? Our team is all ears—come say hello!
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***
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