How to Cancel Your Firm Account

Learn how firm-level cancellation works in Digits, including how to remove clients, what happens to Firm Free Books, and how to request full account closure from Support.

Important: These instructions are for accounting firms ONLY If you are a business owner, please follow the business-side guide instead: → How to Cancel Your Digits Business Account Firm and business cancellations work differently, so be sure you're using the correct article.

If your firm no longer needs Digits, there are two types of cancellation to understand:

Canceling a client’s Digits account (by removing the client)
Canceling your entire firm’s Digits account (requires contacting Digits Support)

Below is how each works.

Canceling a Client’s Digits Account

A Note on Team Members vs. Clients

Removing a client removes the whole account from your firm. It's different from removing a team member (a person at the client's company). Your firm can't remove a client's active team members — only someone at the client's company can.

Remove becomes available once a client has completed setup. If a client is still Awaiting Client (invitation not accepted, or payment not completed) or otherwise Pending, the Remove option won't appear — contact Digits Support to cancel a pending client.

Go to your Firm Dashboard
In the left navigation menu, select Firm Settings
Open the Clients tab
Find the client you want to remove
Click the menu next to the client’s name
Select Remove

Confirm in the window that appears.

When you remove a client, they're disaffiliated from your firm. Their business, data, and workspace remain in Digits, but your firm immediately loses access to their account.

The client is moved to the Core for Business self-serve plan. They won't be charged unless they choose to continue by adding their own billing information.

The next time they sign in, they'll be prompted to activate their subscription by entering their billing address and payment method.

Canceling Your Entire Firm Account

Digits offers Firm Free Books at no cost, so there isn't a Cancel Firm Account button in the product.

Before you can close your firm account, remove or disaffiliate every client workspace associated with your firm, including your firm's own Firm Books workspace, if you have one.

Before removing any workspaces, export any data you want to keep.

Once no client workspaces remain, email us at help@digits.com

Please include:

Your firm name
Your email associated with the account
Confirmation that you want the entire firm removed from Digits

Our team will confirm the request and complete the closure for you.

Got a question or feedback? Our team is all ears—come say hello!

Contact Digits Support