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).
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)
What Clients See on the Ledger Only Plan:
Clients have a simplified view, limited to:
Inbox
Documents
Connections
How to Set Up a Client on the Ledger Only Plan
From your Firm Dashboard, click your firm name → + Add Client.
Choose the setup path: Start Fresh, QuickBooks Migration, or Other.
On Pick a Plan, select Ledger Only.
Connect banks & cards (or import via CSV).
✨ 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:
Connect what you can — banks, payroll, or payments. ✨ Digits will start categorizing automatically.
Bulk import the rest from CSV.
Use the Inbox to review any items that need your attention.
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.
Why do my clients see only Inbox, Documents, and Connections?
This is expected. Ledger Only clients have a restricted view. Accountants have full access to ledger tools; clients do not.
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.
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.
Got a question or feedback? Our team is all ears—come say hello!