Digits Partner Program Plans
From tax prep to CFO-level advisory, Digits has a firm plan built for how you work. Choose the right fit for your firm and every client you serve.
At a Glance
Growing and established businesses
Full-service CAAS
Core for Firms
$100
Small businesses with client access to instant financial analysis
Tax prep & financials
Starter for Firms
$35
Small businesses
Tax prep & write-Up
Tax Only*
$25
Trusts, estates, holding companies, SPVs with up to 250 transactions per year
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.
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 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.
Note: This plan does not count towards a partner's fill rate.
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
"Firm" = Feature available for accountants only; clients cannot access.
Core Connections (Ramp, BILL, and Stripe)✅❌❌❌✅API access✅✅✅✅✅
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
✅
Vault
✅
✅
✅
✅
✅
Statement Collection
✅
✅
✅
✅
✅
Dimensions
✅
❌
❌
❌
✅
"Firm" = Feature available for accountants only; clients cannot access.
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 or downgrade 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!