> 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/partner-program-plans.md).

# Digits Partner Program Plans

***

## 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 |

<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, 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.*

<table><thead><tr><th width="206.2315673828125">Feature</th><th>Core</th><th>Starter</th><th width="101.73931884765625">Tax Only</th><th width="103.4012451171875">Low Volume</th><th>Firm Free Book</th></tr></thead><tbody><tr><td>Monthly Price</td><td>$100</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>250</td><td>Unltd.</td></tr><tr><td>Home Dashboard</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></tr><tr><td>Ask Digits</td><td>✅</td><td>Firm</td><td>Firm</td><td>Firm</td><td>✅</td></tr><tr><td>Inbox</td><td>✅</td><td>✅</td><td>✅</td><td>✅</td><td>✅</td></tr><tr><td>Vendors</td><td>✅</td><td>Firm</td><td>Firm</td><td>Firm</td><td>✅</td></tr><tr><td>Customers</td><td>✅</td><td>Firm</td><td>Firm</td><td>Firm</td><td>✅</td></tr><tr><td>Financials</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></tr><tr><td>Invoices</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></tr><tr><td>Core Connections (Ramp, BILL, and Stripe)</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></tr><tr><td>24/7 AI Reconciliations</td><td>✅</td><td>Firm</td><td>Firm</td><td>Firm</td><td>✅</td></tr><tr><td>Ledger</td><td>✅</td><td>Firm</td><td>Firm</td><td>Firm</td><td>✅</td></tr><tr><td>Banks &#x26; Cards</td><td>✅</td><td>Firm</td><td>Firm</td><td>Firm</td><td>✅</td></tr><tr><td>Category Manager</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></tr><tr><td>Statement Collection</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></tr></tbody></table>

<sup>*"Firm" = Feature available for accountants only; clients cannot access.*</sup>

***

### 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 or downgrade 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 partners only.

</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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***


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