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.

You can add a client directly from your Firm Dashboard. There are three ways to start:

Click + Add Client at the top right of your dashboard (next to “Send Feedback”).
Or, click your firm name in the top-left corner and select + Add Client from the dropdown.
If this is your first client, you can click Add First Client in the middle of the dashboard.

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.

Note: Choose your setup method before connecting banks or apps to make sure your chart of accounts maps correctly.

Select the appropriate plan type. (See digits.com/pricing for more info.)
If your firm has already set up Free Firm Books, your billing info will be on file.
Review the billing summary and click Confirm Billing.

Once billing is confirmed, connect your client’s financial data sources:

You can skip this step and connect later if needed.

Note: Once connected, sync time may vary depending on the amount of data being processed.

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.

Something not adding up? Let our team know at [email protected]