> For the complete documentation index, see [llms.txt](https://help.digits.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.digits.com/my-firm-account/firm-plans.md). # Digits for Firms Plans From tax prep to CAAS, Digits for Firms gets your firm exclusive plans. Choose the right plan for each client. *** ### Firm plans at a glance
PlanBest for
Firm Free BooksRunning your own firm's books on Digits
Starter for FirmsTax and write-up clients who need financials access
Essentials for FirmsSolopreneurs and early-stage businesses
Core for FirmsSmall businesses and growing companies
{% hint style="success" icon="lightbulb-on" %} You can mix and match. Every client can be on a different plan, and you can move a client between plans at any time. If a client has multiple entities, each entity is on its own plan, so you can price each set of books for what it needs. {% endhint %} *** ### Compare Features on Plans *"Accountants only" = your firm's team can use the feature; your client cannot see it.*
FeatureStarterEssentialsCore
LedgerAccountants only✅✅
Banks & CardsAccountants only✅✅
Category ManagerAccountants only✅✅
Automated ReconciliationsAccountants only✅✅
Ask DigitsAccountants only✅✅
Financials✅✅✅
Bills✅✅✅
Invoices✅✅✅
Vendors✅✅✅
Customers✅✅✅
Products & Services✅✅✅
Discounts✅✅✅
Banking & Payroll Connectors✅✅✅
Revenue & Spend (Ramp, BILL, Stripe)✅✅✅
API & MCP access✅✅✅
Vault✅✅✅
Quality Control Checks✅✅✅
Advanced Quality Control Checks❌✅✅
Home Dashboard❌✅✅
Custom Dashboards❌✅✅
Custom Reports❌✅✅
Statement Fetching❌✅✅
Dimensions❌❌✅
Automated Schedules❌❌✅
{% hint style="info" %} Some clients run more than one business, each as its own entity with its own books. Plans are chosen per entity, not per client — so one client can have, for example, a parent company on Core for Firms and a dormant subsidiary on Starter. Each entity’s plan is set the same way as any other client’s, and all of them are billed to your firm’s subscription (or to the client, if they pay for their own Digits subscription). To add or manage a client’s entities, see [Adding Additional Entities to a Client](/firms-getting-started/adding-additional-entities-to-a-client.md) {% endhint %} *** ### Frequently Asked Questions
Can I mix and match plans across my client base? Yes. Choose the right plan for each client based on their needs.
What if I need to upgrade or downgrade my client's plan? Upgrade anytime. See [Upgrade/Downgrade a Client Plan](/client-management/upgrade-downgrade-a-client-plan.md)
What is the difference between the public plans and these plans? Public plans are available to business operators and do not include Custom Dashboards or Custom Reports. Firm Free Books and Starter are exclusively available to firms.
What is automatic statement fetching? For supported banks, Digits can automatically pull official bank statements into Vault through Plaid, so there’s no monthly routine of logging into the bank, downloading a PDF, and uploading it by hand. :sparkles: Then Digits gets to work. As soon as the statement arrives, AI Bank Reconciliation can start automatically. Digits compares the statement to the ledger, matches what it can, and surfaces only the exceptions that need a closer look.\ So instead of starting the month with a stack of statements to gather and reconcile, you can open Digits and see what’s already done.
My client has multiple entities. How do plans work? Each entity is on its own plan, and you can mix and match across them just as you do across clients — move any entity up or down a plan at any time. All entities for that client are billed to whoever pays for the client: your firm or the client. To upgrade or downgrade one, see [Upgrade/Downgrade a Client Plan](/client-management/upgrade-downgrade-a-client-plan.md)
Can a multi-entity client pay for Digits themselves (Client Pays)? Client Pays is available only on Digits’ public plans, such as Digits Core — not the firm plans on this page. If you want a client to pay directly, see [Client Pays in Digits](/client-management/client-pays-in-digits.md)
Do multi-entity clients get a discount? Pricing scales with your client's business. When a client already has a paid entity, you can add additional entities on **free Essentials**. Here's how it works: * **Free Essentials:** Available only when adding an entity to a client organization that already has a paid entity. You'll see it at the top of the plan list. * **Stays free as the entity gets started:** The entity stays free as long as it has 250 or fewer transactions in a calendar year. Imported history counts toward the first year's total. * **As the business grows:** Once an entity passes 250 transactions in a calendar year, it moves to Essentials at a discounted **$35/month**, a rate that stays in place from then on. * **Other plans:** You can choose any other available plan for an additional entity at its standard price.
Can I use Firm Books for a client with more than one entity? No. **Firm Books** is reserved for your accounting firm's own books and is limited to **one entity per firm**. You can't add another entity to a client using Firm Books, and the Firm Books plan isn't available when adding a second entity to an existing client. See [Free Books for Your Firm](/my-firm-account/free-books.md) for more details.
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