Adding Your First Client
Digits makes it easy to onboard your first client and manage all their financial data in one place. If you’re looking to manage your own firm’s books instead, see: Free Books for Your Firm
In the top-left corner of your Firm Dashboard, click your firm name, then select + Add Client.
Choose how you want to set up the client:
Start Fresh with Digits
QuickBooks Migration
Other Migration (e.g., Xero, Pilot, Excel)
Enter your client’s basic business details.
Select the appropriate plan type.
(See digits.com/pricing for more info.)If your firm has already set up Free Firm Books, your billing info will be on file.
Review the billing summary and click Confirm Billing.
Connect your client’s:
Bank and credit card accounts
Stripe, Gusto, BILL, Ramp, or upload via CSV
(You can skip this step and connect later if needed.)
Note: Once connected, sync time may vary depending on the amount of data being processed.