White-label accounting software Canada’s CPA firms can brand

Canadian firms led by CPAs holding the CPA Canada designation typically combine professional staff, bookkeepers and administrative support. The licence includes unlimited firm staff, so each member of that team can sign in through your branded page with their own login. Growth, parental leave cover and seasonal hiring never force a conversation about buying more seats.

The firm console shows every client company with close status and items waiting. For practices spread across more than one office or working with remote staff, that shared view replaces email threads about who is working on which client, and lets a partner in one city see progress on files handled by a colleague in another. Bilingual or regional teams can all work from that same list.

Owner-managed businesses often hold an operating company and a separate holding company, and multi-entity support on the higher HelloBooks plans keeps those companies organized side by side, each with its own ledger and reports. AI suggests categories for bank transactions, reconciliation sits alongside that work, and invoicing, bills and financial reports all live in the same branded system your team maintains.

Your firm stays responsible for compliance: sales tax, payroll, corporate filings and any provincial or federal obligations remain part of your professional service, not the software’s. HelloBooks provides clean, current records under your practice’s name, which makes that compliance work start from a far better place than a shoebox handed over at year end.

The licence is priced in US dollars for Canadian firms, paid as a flat monthly amount, with each client company placed on a published plan that your firm buys at a firm discount. HelloBooks bills only your firm. You invoice clients in whatever way your engagement letters specify, at the price your practice sets for the service.

Your firm owns the client data, can export it at any time and keeps read-only access for a period after leaving. Onboarding takes about two working weeks, with your firm live on a hellobooks.ai subdomain from day one; your own domain and email from your domain follow at full launch. Founding firms in Canada are being accepted now.

One flat license covers your brand, unlimited staff and the firm console. Your clients stay on published HelloBooks plans, and your firm gets 20% off each one. Founding firms go live first on a firm subdomain; your own domain and email from your domain follow at full launch.