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Tax Only (Firm Plan)

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

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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. ✅ Essential Connections: 12,000+ bank, card, & payroll providers) ✅ Access Model: Unlimited accountant seats, with restricted client access (clients can view Inbox, Documents, and Connections only)

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What’s Not Included

🚫 Home or Custom (dashboards) 🚫 Custom Reports 🚫 Full Client Access to Books 🚫 Connections to Ramp, BILL, & Stripe 🚫 Invoicing 🚫 Bill Pay 🚫 Sharing 🚫 Departments/Locations 🚫 Branding

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Ideal For

  • Tax-only or write-up clients where reporting isn't needed

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What Clients See on the Tax Only Plan:

Clients have a simplified view, limited to:

  • Inbox

  • Documents

  • Connections

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How to Set Up a Client on the Tax 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 Tax 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]envelope — we’ll handle the transition for you.

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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

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Frequently Asked Questions

chevron-rightIs the Tax Only plan available to anyone?hashtag

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

chevron-rightWhy do my clients see only Inbox, Documents, and Connections?hashtag

This is expected. Tax Only clients have a restricted view. Accountants have full access to ledger tools; clients do not.

chevron-rightDoes the Tax Only plan count toward Partner Program points and tiers?hashtag

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

chevron-rightCan clients log in?hashtag

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

chevron-rightDoes the Tax Only plan include AP/AR, bill pay, invoicing, or dashboards?hashtag

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

chevron-rightHow many firm users can access a Tax Only client?hashtag

Unlimited accountant seats are included.

chevron-rightCan I export everything for the tax preparer?hashtag

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!

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