# Using Your Demo Client (Sandbox)

***

### When Should I Use the Demo Client?

You might use your demo client when you want to:

* Explore Digits features without connecting real bank data
* Practice workflows before onboarding your first client
* Train new firm staff in a safe environment
* Give a prospect a quick Digits walkthrough with realistic sample data

{% hint style="success" %}
**Tip:** The Demo Client mirrors a real firm’s dashboard — any action you take here won’t affect your actual books or client accounts.
{% endhint %}

***

### What Are the Demo Client’s Limitations?

The Demo Client has a few key limitations to keep things safe:

* Sample data only — **no live bank or app connections**
* Changes you make won’t affect real accounts
* You can’t send invoices or pay bills
* Invitations are disabled (you can’t invite colleagues or clients)
* Limited to one demo firm/client per account
* You can reset your demo, but you can’t create multiple ones

***

### How Do I Launch the Demo Client?

Follow these steps to get started:

1. From your **Firm Dashboard**, click **Create Demo Firm**.
2. Digits will automatically provision your demo environment (this takes a few moments).
3. Once ready, click to open your **Demo Client** and start exploring.

When you’re ready to switch back to live work, return to the Firm Dashboard using the left-hand navigation menu.

***

### How Do I Reset the Demo?

If you’d like to start fresh:

1. Locate the demo client tile in your Firm Dashboard.
2. Click the **⋮ (kabob menu)** and choose **Reset Demo**.
3. Confirm to restore all sample data to its original state.

{% hint style="danger" %}
**Warning:** Resetting your demo deletes all test changes, CSV uploads, and edits — this action cannot be undone.
{% endhint %}

***

### What Can I Explore Inside the Demo?

Once launched, try these areas to see how Digits works:

* **Checklist:** Practice clearing sample open items
* **Ledger:** Upload a CSV to see AI categorize transactions
* **Category Manager:** Review the chart of accounts mappings
* **Reports:** Explore sample financials and trends

***

### Frequently Asked Questions

<details>

<summary>Is the demo client free?</summary>

Yes — the demo is included at no cost with your firm account.

</details>

<details>

<summary>Can I connect the demo to real banks or apps?</summary>

No. The demo uses sample data only, with no live connections.

</details>

<details>

<summary>Can I invite teammates or clients?</summary>

No. Invitations are disabled in the demo environment.

</details>

<details>

<summary>Can I upload test data?</summary>

:sparkles: Yes! You can upload a CSV to the Ledger to see Digits in action.

</details>

<details>

<summary>Can I have more than one demo client?</summary>

Each firm gets one demo. You can reset it anytime to start fresh.

</details>

<details>

<summary>Using the Demo Client to Pitch Digits to Your Clients</summary>

The Demo Client isn't just for learning — it's also a sales tool. Accounting firms don't always have a way to show clients what their software can do, and the demo gives you a ready-made environment to do exactly that.

You can use the demo to walk a client or prospect through Digits in a live conversation — show them how the Ledger works, pull up sample reports, or highlight features like AI categorization and real-time financials. Because the demo is preloaded with realistic sample data, it looks and feels like a real client dashboard without needing to connect to anyone's actual accounts.

This can be especially helpful when onboarding new clients who want to see the product before committing, or when you're showing existing clients additional Digits features they haven't explored yet.

</details>

***

{% columns %}
{% column width="66.66666666666666%" valign="middle" %}
Got a question or feedback? Our team is all ears—come say hello!
{% endcolumn %}

{% column width="33.33333333333334%" valign="middle" %}

<p align="center"><a href="https://portal.usepylon.com/digits/forms/get-in-touch-with-digits-support" class="button primary" data-icon="envelope-open-text">Contact Digits Support</a></p>
{% endcolumn %}
{% endcolumns %}

***


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://help.digits.com/firms-getting-started/sandbox.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.