> 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

Plan	Best for
Firm Free Books	Running your own firm's books on Digits
Starter for Firms	Tax and write-up clients who need financials access
Essentials for Firms	Solopreneurs and early-stage businesses
Core for Firms	Small 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. {% endhint %} *** ## Compare Features on Plans

Feature	Starter	Essentials	Core
Ledger	Accountants only	✅	✅
Banks & Cards	Accountants only	✅	✅
Category Manager	Accountants only	✅	✅
Automated Reconciliations	Accountants only	✅	✅
Ask Digits	Accountants 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	❌	❌	✅

^{*"Accountants only" = your firm's team can use the feature; your client cannot see it.*} *** ### 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.

*** {% 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" %}

Contact Digits Support

{% endcolumn %} {% endcolumns %} *** --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## 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, and the optional `goal` query parameter: ``` GET https://help.digits.com/my-firm-account/firm-plans.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. 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.