# Tax Only (Firm Plan)

Available exclusively to firms in the **Digits Partner Program**, the **Tax Only** plan is a streamlined, firm-first ledger tier designed for **tax-only and low-activity clients**.

Keep books maintained year-round so year-end becomes *review → close → file.*

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### What’s Included

✅ **Always-on** <code class="expression">space.vars.AGL</code>— maintains connections, categorizes transactions, and reconciles accounts in the background.\
✅ **Core ledger tools:** Ledger, Reconciliations, and Category Manager.\
✅ **Financials:** Standard financial statements for year-end workpapers.\
✅ Essential Connections: 12,000+ bank, card, & payroll providers)\
✅ **Access Model:** Unlimited accountant seats, with restricted client access (clients can view Checklist, Vault, and Connections only)
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### What’s Not Included

🚫 Home or Custom (dashboards)\
🚫 Custom Reports\
🚫 Full Client Access to Books\
🚫 Connections to Ramp, BILL, & Stripe\
🚫 Invoicing\
🚫 Bill Pay\
🚫 Sharing\
🚫 Departments/Locations                                                  🚫 Branding
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### Ideal For

* Tax-only or write-up clients where reporting isn't needed

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### **What Clients See on the Tax Only Plan:**

Clients have a simplified view, limited to:

* **Checklist**
* **Vault**
* **Connections**

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### How to Set Up a Client on the Tax Only Plan

1. From your **Firm Dashboard**, click your firm name → **+ Add Client**.
2. Choose the setup path: **Start Fresh**, **QuickBooks Migration**, or **Other**.
3. On **Pick a Plan**, select **Tax Only**.
4. Connect banks & cards (or import via CSV).
5. ✨ Digits automatically categorizes transactions, reconciles accounts, and keeps everything close-ready — so year-end is seamless.

> **Need to upgrade a client to a core plan?**\
> Reach out to <help@digits.com> — we’ll handle the transition for you.

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### Quick Tax-Ready Prep

Behind on the books? You can still get tax-ready quickly:

1. Connect what you can — banks, payroll, or payments. ✨ Digits will start categorizing automatically.
2. Bulk import the rest from CSV.
3. Use the Checklist to review any items that need your attention.
4. Reconcile → Adjust → Publish → Lock.

See also: [Get Tax-Ready with Digits: 1099s, W-9s, & Year-End Prep](https://app.gitbook.com/s/uIztBwoMl2RW5oGzS0cZ/get-tax-ready "mention")

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### Frequently Asked Questions

<details>

<summary>Is the Tax Only plan available to anyone?</summary>

No. It’s exclusive to the [**Digits Partner Program**](https://help.digits.com/my-firm-account/broken-reference) and billed to the firm.

</details>

<details>

<summary>Why do my clients see only Checklist, Vault, and Connections?</summary>

This is expected. Tax Only clients have a restricted view. Accountants have full access to ledger tools; clients do not.

</details>

<details>

<summary>Can clients log in?</summary>

Yes, optionally, as **restricted operators** with access to Checklist, Vault, and Connections only. Firms retain full control.

</details>

<details>

<summary>Does the Tax Only plan include AP/AR, bill pay, invoicing, or dashboards?</summary>

No. It’s a simplified ledger tier.\
[Upgrade](https://app.gitbook.com/s/vSRL2TlhlioIo7LGLhmQ/upgrade-downgrade-a-client-plan) anytime if those needs arise.

</details>

<details>

<summary>How many firm users can access a Tax Only client?</summary>

Unlimited accountant seats are included.

</details>

<details>

<summary>Can I export everything for the tax preparer?</summary>

Yes. From **Ledger → Download Financial Package**, export the Ledger, Trial Balance, P\&L, Balance Sheet, and Cash Flow to Excel in one click.

</details>

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Got a question or feedback? Our team is all ears—come say hello!
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<p align="center"><a href="https://app.gitbook.com/s/x8QKZsFt122QPdcslRDC/contact-us" class="button primary" data-icon="envelope-open-text">Contact Digits Support</a></p>
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