Getting started with Digits as an accounting firm is fast and straightforward. In just a few steps, you’ll unlock access to powerful tools for managing your clients’ financial data.
Steps to Set Up Your Firm Account
- Go to digits.com
- Click Start a Free Trial
- Under "I'm an accountant", click Start free trial
- Sign up with your email or continue with your Google account
- Fill out your firm’s profile:
- First and last name
- Firm name
- Firm website
- Number of accountants
- Number of clients
- Country (Note: Digits is currently available only in the U.S.)
- Phone number
- First and last name
- Agree to the Terms of Service and Privacy Policy
- Click Create Firm to finish setup
- You’ll be taken to your Firm Dashboard, where you can start by adding your first client
From your dashboard, you’ll also manage client access, view firm-wide activity, and track key metrics across clients.
Need help during setup or adding your first client? Reach out to our team—we’re here to support you every step of the way.