# Digits Partner Plans

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## At a Glance

<table><thead><tr><th>Client Profiles</th><th>Service Offering</th><th width="183.88916015625">Reccomended Plan</th><th width="101.7401123046875">Price</th></tr></thead><tbody><tr><td>Growing and established businesses</td><td>Full-service CAAS</td><td>Core for Firms</td><td>$100</td></tr><tr><td>Solopreneurs, small teams, and early-stage businesses wanting to access their financials and pay bills in one place</td><td>Bookkeeping &#x26; Bill Pay</td><td>Essentials for Firms</td><td>$65</td></tr><tr><td>Small businesses with client access to instant financial analysis</td><td>Tax prep &#x26; financials</td><td>Starter for Firms</td><td>$35</td></tr><tr><td>Small businesses</td><td>Tax prep &#x26; write-Up</td><td>Tax Only*</td><td>$25</td></tr><tr><td>Trusts, estates, holding companies, SPVs with up to 250 transactions per year</td><td>Minimal bookkeeping</td><td>Low Volume*</td><td>$10</td></tr><tr><td>Your own firm</td><td>Internal use &#x26; training of Core for Firms plan</td><td>Firm Free Books</td><td>Free</td></tr></tbody></table>

<sup>*\*Clients cannot access their financials on this plan.*</sup>

***

## 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 in Vault, Checklist, and API access. Connections with 12,000+ bank, card, and payroll providers, as well as Ramp, BILL, and Stripe. Clients have full access.

***

#### Essentials for Firms – $65/mo

**Best for:** Solopreneurs, small teams, and early-stage businesses

**Key Highlights:** Live Dashboard, Core Ledger access, auto-enriched vendor and customer lists, Ask Digits, Ask Digits, 24/7 AI Bookkeeping & Reconciliations, Document Storage in Vault, Checklist, API access, Bill Pay, and Invoicing. Connections with 12,000+ bank, card and payroll providers. 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 in Vault, Checklist, API access. Connections with 12,000+ bank, card, and payroll providers. Accountants manage all features. Clients have access to instant financial insights, Checklist, connections, and documents stored in Vault.

***

#### 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 in Vault, Checklist, and API access. Connections with 12,000+ bank, card, and payroll providers. Accountants manage all features. Clients have access to Checklist, connections, and documents stored in Vault.

***

#### 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 in Vault, Checklist, and API access. Connections with 12,000+ bank, card, and payroll providers. Accountants manage all features. Clients have limited access - Checklist and documents stored in Vault.

***

#### 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.

***

## Compare Features on Plans

#### 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

<table><thead><tr><th width="146.98089599609375">Feature</th><th width="90.6953125">Core</th><th width="115.6171875">Essentials</th><th width="95.2098388671875">Starter</th><th width="90.0025634765625">Tax Only</th><th width="99.9432373046875">Low Volume</th><th width="106.094970703125">Firm Free Books</th></tr></thead><tbody><tr><td>Monthly Price</td><td>$100</td><td>$65</td><td>$35</td><td>$25</td><td>$10</td><td>Free</td></tr><tr><td>Annual Transactions</td><td>Unltd.</td><td>Unltd.</td><td>Unltd.</td><td>Unltd.</td><td>250</td><td>Unltd.</td></tr><tr><td>Home Dashboard</td><td>✅</td><td>✅</td><td>❌</td><td>❌</td><td>❌</td><td>✅</td></tr><tr><td>Custom Dashboards</td><td>✅</td><td>❌</td><td>❌</td><td>❌</td><td>❌</td><td>✅</td></tr><tr><td>Ask Digits</td><td>✅</td><td>✅</td><td>Firm</td><td>Firm</td><td>Firm</td><td>✅</td></tr><tr><td>Checklist</td><td>✅</td><td>✅</td><td>✅</td><td>✅</td><td>✅</td><td>✅</td></tr><tr><td>Vendors</td><td>✅</td><td>✅</td><td>Firm</td><td>Firm</td><td>Firm</td><td>✅</td></tr><tr><td>Customers</td><td>✅</td><td>✅</td><td>Firm</td><td>Firm</td><td>Firm</td><td>✅</td></tr><tr><td>Financials</td><td>✅</td><td>✅</td><td>✅</td><td>Firm</td><td>Firm</td><td>✅</td></tr><tr><td>Bills</td><td>✅</td><td>✅</td><td>❌</td><td>❌</td><td>❌</td><td>✅</td></tr><tr><td>Invoices</td><td>✅</td><td>✅</td><td>❌</td><td>❌</td><td>❌</td><td>✅</td></tr><tr><td>Essential Connections (12,000+ bank, card, and payroll providers)</td><td>✅</td><td>✅</td><td>✅</td><td>✅</td><td>✅</td><td>✅</td></tr><tr><td>Core Connections (Ramp, BILL, and Stripe)</td><td>✅</td><td>❌</td><td>❌</td><td>❌</td><td>❌</td><td>✅</td></tr><tr><td>API access</td><td>✅</td><td>✅</td><td>✅</td><td>✅</td><td>✅</td><td>✅</td></tr><tr><td>24/7 AI Reconciliations</td><td>✅</td><td>✅</td><td>Firm</td><td>Firm</td><td>Firm</td><td>✅</td></tr><tr><td>Ledger</td><td>✅</td><td>✅</td><td>Firm</td><td>Firm</td><td>Firm</td><td>✅</td></tr><tr><td>Banks &#x26; Cards</td><td>✅</td><td>✅</td><td>Firm</td><td>Firm</td><td>Firm</td><td>✅</td></tr><tr><td>Category Manager</td><td>✅</td><td>✅</td><td>Firm</td><td>Firm</td><td>Firm</td><td>✅</td></tr><tr><td>Vault</td><td>✅</td><td>✅</td><td>✅</td><td>✅</td><td>✅</td><td>✅</td></tr><tr><td>Statement Collection</td><td>✅</td><td>✅</td><td>✅</td><td>✅</td><td>✅</td><td>✅</td></tr><tr><td>Dimensions</td><td>✅</td><td>❌</td><td>❌</td><td>❌</td><td>❌</td><td>✅</td></tr></tbody></table>

*"Firm" = Feature available for accountants only; clients cannot access.*

***

### Frequently Asked Questions

<details>

<summary>Can I mix and match plans across my client base? </summary>

Yes. Choose the right plan for each client based on their needs.

</details>

<details>

<summary>What if I need to upgrade or downgrade my client's plan? </summary>

Upgrade anytime.  See [Upgrade/Downgrade a Client Plan](/client-management/upgrade-downgrade-a-client-plan.md)

</details>

<details>

<summary>What is the difference between the public plans and these pricing plans? </summary>

Public plans are available to business operators, as well. Firm Free Books, Low Volume, Tax Only, and Starter are exclusively available to firms.

</details>

<details>

<summary>If my client uses Client Pays, do I still have access to the accounting tools?</summary>

Yes, you still have access to the accounting tools the same way you would if your firm was paying for them.

</details>

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