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Ledger Only (Firm Plan)

Available exclusively to firms in the Digits Partner Program, the Ledger 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.

What’s Included

✅ Always-on Agentic General Ledger™ (AGL)— 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. ✅ Data & Collaboration: Banks & Cards, Vendors, Customers, Inbox, Documents, and Connections such as Stripe and payroll integration. ✅ Access Model: Unlimited accountant seats, with optional restricted operator access (clients can view Inbox, Documents, and Connections only).

What’s Not Included

🚫 Home (dashboards) 🚫 Custom Reports 🚫 Ask Digits 🚫 Invoicing 🚫 Bill Pay 🚫 Sharing 🚫 Departments/Locations 🚫 Branding

Ideal For

  • Tax-only or year-end clients

  • Low-transacting entities (e.g. non-operating LLCs, holding companies)

  • Micro-clients your firm wants to keep connected (e.g. estates, trusts, SPVs)

How to Set Up a Client on the Ledger 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 Ledger 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 [email protected] — we’ll handle the transition for you.

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 Inbox 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

Frequently Asked Questions

Is the Ledger Only plan available to anyone?

No. It’s exclusive to the Digits Partner Program and billed to the firm.

Does the Ledger Only plan count toward Partner Program points and tiers?

Yes! Each Ledger Only client counts as an “Add a new client” action and earns points toward your Partner tier.

Can clients log in?

Yes — optionally, as restricted operators with access to Inbox, Documents, and Connections only. Firms retain full control.

Does the Ledger Only plan include AP/AR, bill pay, invoicing, or dashboards?

No. It’s a simplified ledger tier. Upgrade anytime if those needs arise.

Can I migrate from QuickBooks Online?

Yes. Choose QuickBooks Migration during setup to import your client’s Chart of Accounts and transaction history through a cutover date.

How many firm users can access a Ledger Only client?

Unlimited accountant seats are included.

Can I export everything for the tax preparer?

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

Need help or want to upgrade a client? Reach out to [email protected]