Available exclusively to firms in the Digits Partner Program, Ledger Only is a streamlined, firm-first ledger tier for tax-only and low-activity clients. Keep books maintained all year, so year-end is review → close → file.
Plan Info
Pricing:
$10/mo per client, billed to the firm.
What’s Included:
✓ Always-on Digits Autonomous General Ledger®: maintains connections, categorizes transactions, and reconciles accounts in the background.
✓ Core ledger tools: Ledger, Reconciliations, Category Manager.
✓ Financials: standard statements for year-end workpapers.
✓ Data & collaboration: Banks & Cards, Vendors, Customers, Inbox, Documents, Connections.
✓ Access model: Unlimited accountant seats. Optional restricted operator access (client users can see Inbox, Documents, and Connections only).
What’s Not Included:
✗ Home (dashboards)
✗ Custom Reports
✗ Ask Digits
✗ Invoicing
✗ Bill Pay
✗ Sharing
✗ Departments/Locations
✗ Branding
Need to update a client to our core plan? Reach out to our customer success team.
What type of clients is this plan for?
Tax-only / year-end clients
Low-transacting entities (non-operating LLCs, holding companies)
Micro-clients the firm wants to keep connected (estates/trusts/SPVs)
How to Set Up a Client on the Ledger Only Plan
From the 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), and let ✨Digits AI categorize transactions, reconcile accounts, and keep periods close-ready—so year-end is simply
Quick Tax-Ready Prep
Behind on the books? You can still get tax‑ready quickly:
Connect what you can (banks, payroll, payments). ✨Digits AI will start categorizing immediately.
Bulk import the rest from CSV.
Use Inbox to rapidly review anything the AI isn’t fully confident about (the system automatically surfaces the items that need your review).
Reconcile, adjust, publish, lock.
Need more info? See: Get Tax-Ready with Digits: 1099s, W-9s & Year-End Prep
FAQs
Is the Ledger Only plan available to anyone?
Ledger Only is a Partner Program (firm-only) plan. It’s billed to the firm.
Does the Ledger Only plan count toward Partner Program points and tiers?
Yes. Every Ledger Only client counts as an “Add a new client” action and earns Partner Program points toward your tier.
Can clients log in?
Yes—optionally as restricted operators (Inbox, Documents, Connections only). Firms keep control.
Does the Ledger Only plan include AP/AR, bill pay, invoicing, or dashboards?
No. It’s a streamlined ledger tier. Upgrade to a full plan if/when those needs arise.
Can I migrate in from QuickBooks Online?
Yes—choose QuickBooks Migration during client setup to import the COA and history through a cutover date.
How many firm users can access a Ledger Only client?
Unlimited accountant seats.
Can I export everything for the tax pro?
Yes. Use Download Financial Package from Ledger to export Ledger, Trial Balance, P&L, Balance Sheet, Cash Flow to Excel in one click.
What happens if the client grows?
Contact us to upgrade from Ledger Only to a full plan.