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.
Step 1: Start from Your Firm's Dashboard
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.
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.
Note: Choose your setup method before connecting banks or apps to make sure your chart of accounts maps correctly.
See full details at Choosing Your Client's Setup Method
Step 3: Confirm Your Firm's Billing Details
Select the appropriate plan type. (See Digits Partner Plans 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 in Digits for the full setup guide.
Review the billing summary and click Confirm Billing.
If your firm has already set up Free Firm Books, your billing info will be on file.
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.
Note: Once connected, sync time may vary depending on the amount of data being processed.
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.
Got a question or feedback? Our team is all ears—come say hello!