# Firm Setup FAQs

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### Getting Started

<details>

<summary>How do I set up my firm in Digits?</summary>

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.

See: [#getting-started](#getting-started "mention")

</details>

<details>

<summary>Can I use a demo account to explore before setting up my first client?</summary>

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.

See: [Using Your Demo Client (Sandbox)](/firms-getting-started/sandbox.md)

</details>

<details>

<summary>Where do I add my first client?</summary>

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.

See: [Adding Your First Client](/firms-getting-started/adding-your-first-client.md)

</details>

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### Clients and Accounts

<details>

<summary>What setup methods can I choose from?</summary>

When adding a new client, you can choose one of three setup paths:

1. **Start Fresh with Digits** – Creates a new Chart of Accounts automatically.
2. **Migrate from QuickBooks** – Imports your client’s data and categories from QuickBooks Online.
3. **Import via CSV** – Uploads your firm’s Chart of Accounts manually.

See: [Choosing Your Client's Setup Method](/firms-getting-started/setup-methods.md)

</details>

<details>

<summary>What is the Cutover Date?</summary>

The **cutover date** applies only to clients migrating from QuickBooks. It marks when Digits takes over as the system of record.

See: [QuickBooks Cutover Date](/firms-getting-started/firms-quickbook-cutover-date.md)

</details>

<details>

<summary>How do I import my firm’s Chart of Accounts?</summary>

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](/firms-agentic-general-ledger/import-coa.md)

</details>

***

### Firm Team and Access

<details>

<summary>What’s the difference between colleagues and team members?</summary>

* **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:

[Firm Roles & Permissions (Invite Colleagues)](/my-firm-account/roles-and-permissions.md)

[Team Member (Client) Roles & Permissions](/client-management/roles-and-permissions.md)

</details>

<details>

<summary>Can I restrict which clients a colleague sees?</summary>

Yes. You can assign each colleague a **Firm Role** and set **client-level access** individually.\
Go to **Firm Settings → Colleagues** to manage permissions.

See: [Firm Roles & Permissions (Invite Colleagues)](/my-firm-account/roles-and-permissions.md)

</details>

<details>

<summary>Can client team members invite other users?</summary>

No. Only firm colleagues can send invitations.

</details>

***

### Billing and Firm Settings

<details>

<summary>Can I manage my own firm’s books inside Digits?</summary>

Yes. Digits includes [**Free Firm Books**,](/my-firm-account/free-books.md) so you can manage your own firm’s accounting and reporting directly within your firm account.

</details>

***

### Troubleshooting

<details>

<summary>I made a mistake during setup — can I start over?</summary>

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.

See: [Adding/Removing Clients](/client-management/adding-removing-clients.md) or [Starting Over in Digits](/firms-connections/starting-over.md)

</details>

<details>

<summary>What if my CSV import fails?</summary>

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](/firms-agentic-general-ledger/import-coa.md)

</details>

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