Firm Setup FAQs
Find quick answers to common questions about setting up and managing your firm in Digits — including colleagues, clients, billing, and permissions.
Getting Started
How do I set up my firm in Digits?
Start by creating your firm account at https://digits.com/accountants/. Once logged in, open the Firm Dashboard, where you can add your first client, invite colleagues, and connect your firm’s billing.
Can I use a demo account to explore before setting up my first client?
Yes! Every firm gets access to a Demo Client (sandbox) where you can explore Digits safely without using real client data. You can test workflows, train team members, and get comfortable with the interface before adding real clients.
Where do I add my first client?
From your Firm Dashboard, click + Add Client in the top-right corner or open the firm dropdown and select Add Client. Follow the setup prompts to start fresh, migrate from QuickBooks, or import a Chart of Accounts manually via CSV.
Clients and Accounts
What setup methods can I choose from?
When adding a new client, you can choose one of three setup paths:
Start Fresh with Digits – Creates a new Chart of Accounts automatically.
Migrate from QuickBooks – Imports your client’s data and categories from QuickBooks Online.
Import via CSV – Uploads your firm’s Chart of Accounts manually.
What is the Cutover Date?
The cutover date applies only to clients migrating from QuickBooks. It marks when Digits takes over as the system of record.
How do I import my firm’s Chart of Accounts?
You can import a Chart of Accounts during setup using the Manual Upload (CSV) option. This imports your account structure only — not transactions or balances. You can later bulk-import updates directly in Category Manager.
See: Import Your Chart of Accounts (CSV)
Firm Team and Access
What’s the difference between colleagues and team members?
Colleagues are your firm’s internal staff, invited at the firm level.
Team Members are users from your client’s company, invited within their own workspace.
See:
Inviting Colleagues to Your Firm
Can I restrict which clients a colleague sees?
Yes. You can assign each colleague a Firm Role and set client-level access individually. Go to Firm Settings → Colleagues to manage permissions.
See: Inviting Colleagues to Your Firm
Billing and Firm Settings
Can I manage my own firm’s books inside Digits?
Yes. Digits includes Free Firm Books, so you can manage your own firm’s accounting and reporting directly within your firm account.
Troubleshooting
I made a mistake during setup — can I start over?
Yes. You can remove a client from your firm and re-add them if you need to change their setup method or cutover date. Go to Firm Settings → Clients → Remove Client, then start the setup process again.
What if my CSV import fails?
Check that your CSV follows the Digits template exactly, with no blank rows or renamed headers. Ensure that each row includes a valid Category Name and Category Type.
See: Import Your Chart of Accounts
Still need help? Contact Digits Support at [email protected]