Digits Partner Plans
Whether your firm offers tax services or Client Accounting & Advisory Services, Digits has a plan to fit your firm's accounting service offerings and clients.
At a Glance
Growing and established businesses1
Full-service CAAS
Core for Firms
$100
Small businesses with client access to instant financial analysis2
Tax prep & financials
Starter for Firms
$35
Small businesses2
Tax prep & write-Up
Tax Only*
$25
Trusts, estates, holding companies, SPVs with up to 250 transactions per year2
Minimal bookkeeping
Low Volume*
$10
Your own firm
Internal use & training of Core for Firms plan
Firm Free Books
Free
*Clients cannot access their financials on this plan. ¹ Plan is eligible for discounts. ² Plan not eligible for discounts.
Plan Overview
Core for Firms – $100/mo
Best for: Growing and established businesses
Key Highlights: Custom Dashboards & Reports, Bill Pay, Invoicing, Dimensions (department and locations), Core Ledger access, auto-enriched vendor and customer lists, Ask Digits, 24/7 AI Bookkeeping & Reconciliations, Document Storage, Inbox, and API access. Connections with 12,000+ bank, card, and payroll providers, as well as Ramp, BILL, and Stripe. Clients have full access.
Starter for Firms – $35/mo
Best for: Tax and write-up clients with client access to instant financial insights
Key Highlights: Core Ledger access, Auto-Enriched Vendor and Customer Lists, Ask Digits, 24/7 AI Bookkeeping & Reconciliations, Document Storage, Inbox, API access. Connections with 12,000+ bank, card, and payroll providers. Accountants manage all features. Clients have access to instant financial insights, Inbox, connections, and documents.
Tax Only – $25/mo
Best for: Tax-only or write-up clients where reporting isn't needed
Key Highlights: No transaction limit. Core ledger access, auto-enriched vendor and customer lists, Ask Digits, AI reconciliations, document storage, Inbox, and API access. Connections with 12,000+ bank, card and payroll providers. Accountants manage all features. Clients have access to Inbox, connections, and documents.
Low Volume – $10/mo
Best for: Trusts, estates, holding companies, SPVs with up to 250 transactions per year
Key Highlights: Core ledger access, auto-enriched vendor and customer lists, Ask Digits, AI reconciliations, document storage, Inbox, and API access. Connections with 12,000+ bank, card and payroll providers. Accountants manage all features. Clients have limited access - Inbox and Documents.
Firm Free Books – Free
Best for: Firms seeking to evaluate the Digits Core plan using their own data. Test every feature before rolling out to clients.
Key Highlights: Custom Dashboards & Reports, Bill Pay, Invoicing, Ask Digits, Dimensions (department and locations), Statement collection, and connections with 12,000+ bank, card and payroll providers, as well as Ramp, BILL, and Stripe. Clients get full access to their books, dashboards, vendors, customers, and financials.
Note: This plan does not count towards a partner's fill rate.
Compare Features on Plans
All publicly available plans participate in the Digits Partner Program with exclusive benefits and firm-wide discounts.
Included on every plan:
✅ Ask Digits – AI-powered answers from your actual ledger ✅ Bank-grade security – Enterprise-level protection ✅ API access – Integrate with your existing tools ✅ 24/7 AI Reconciliations – Save hours every month
Monthly Price
$100
$35
$25
$10
Free
Annual Transactions
Unltd.
Unltd.
Unltd.
250
Unltd.
Home Dashboard
✅
❌
❌
❌
✅
Custom Dashboards
✅
❌
❌
❌
✅
Ask Digits
✅
Firm
Firm
Firm
✅
Inbox
✅
✅
✅
✅
✅
Vendors
✅
Firm
Firm
Firm
✅
Customers
✅
Firm
Firm
Firm
✅
Financials
✅
✅
Firm
Firm
✅
Bills
✅
❌
❌
❌
✅
Invoices
✅
❌
❌
❌
✅
Essential Connections (12,000+ bank, card, and payroll providers)
✅
✅
✅
✅
✅
Core Connections (Ramp, BILL, and Stripe)
✅
❌
❌
❌
✅
API access
✅
✅
✅
✅
✅
24/7 AI Reconciliations
✅
Firm
Firm
Firm
✅
Ledger
✅
Firm
Firm
Firm
✅
Banks & Cards
✅
Firm
Firm
Firm
✅
Category Manager
✅
Firm
Firm
Firm
✅
Documents
✅
✅
✅
✅
✅
Statement Collection
✅
✅
✅
✅
✅
Dimensions
✅
❌
❌
❌
✅
"Firm" = Feature available for accountants only; clients cannot access.
Getting Started
Join the Digits Partner Program
Try Firm Free Books to experience the platform
Match each client to the plan that fits
Grow your practice with Digits
Plans are available to accounting firms exclusively through the Digits Partner Program.
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 counts toward my partner tier growth?
All paid plans count towards the partner tier. Firm Free Books does not count.
Which plans qualify for the Digits Partner Program discount?
Digits Partner Program firm-wide discounts apply to publicly available plans only. This does not include Firm Free Books, Low Volume, Tax Only, and Starter.
What if I need to upgrade or downgrade my client's plan?
Upgrade anytime. See Upgrade/Downgrade a Client Plan
What is the difference between the public plans and these pricing plans?
Public plans are available to business operators, as well. Firm Free Books, Low Volume, Tax Only, and Starter are exclusively available to partners only.
If my client uses Client Pays, do I still have access to the accounting tools?
Yes, you still have access to the accounting tools the same way you would if your firm was paying for them.
Got a question or feedback? Our team is all ears—come say hello!