Adding Your First Client

Add your first client to Digits to manage their finances, view reports, track transactions, and collaborate with their team—all in one place.

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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 your first client in the middle of the dashboard.

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Step 2: Choose your account setup

On the "How would you like to get started?" screen, 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 – Migrate an existing Chart of Accounts directly from QuickBooks. For more information, see: Migrate Data from QuickBooks Online (QBO)
• Non-QuickBooks Migration (Puzzle, Xero, Other) – Migrate from another platform. For more information, see: Migrate to Digits from Xero, Puzzle, or Another Platform

See Choosing Your Client's Setup Method for full details.

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Step 3: Choose your client's chart of accounts

On the "Choose your accounting categories" screen, decide how to set up categories (you can configure now and import or sync transactions later):

• Auto Create — let Digits create your categories for you.
• Manual Upload — upload your own custom categories from a CSV.

See Category Manager (Chart of Accounts)

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Step 4: Complete your client's profile

Enter the Company Name, then select the Country and State.

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Step 5: Confirm your client's billing plan

Choose who pays:

• Our Firm — your firm pays and manages billing for this client.

If your firm has already set up Free Firm Books, your billing info will be on file.

• My Client — the client pays for their own Digits subscription; your firm keeps full access. (Client Pays availability can depend on your firm's plan or agreement — if you don't see this option, reach out to your Digits contact.) See Client Pays in Digits

Then, under Pick your plan, choose the plan for this client and click Next. Review the Billing Summary (plan name, price, and amount due today) and click Add Client. A prorated amount is added to your next bill.

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Step 6: Connect your client's banks & cards

Connect the client's financial accounts — American Express, Brex, Chase, Mercury, Ramp, or 10,000+ other banks — so Digits automatically syncs and categorizes their transactions in real time. Click Connect for each account, then Next. You can also connect more accounts later from the Connections tab.

See Connections

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).

Can I manage my own firm's books instead?

Yes! See Free Books for Your Firm to manage your internal accounting in Digits.

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Got a question or feedback? Our team is all ears—come say hello!

Contact Digits Support

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