Best white label client portals for accountants: what to look for

Start with the depth of branding. Some portals change a logo and colors; others also carry your web address, send email from your domain, or publish a mobile app under your name. Then check where the portal fits in your stack. A portal that handles documents and messages still leaves the books somewhere else, which means a second login for clients.

Finally, look at the commercial shape. Is branding included in the base plan or sold as an add-on? Is the price tied to staff, clients or storage? Write the answers down for each vendor, because marketing pages rarely line them up for you.

• Logo and colors, or a full rebrand?
• Your own web address and sender email?
• Mobile app under the firm’s name?
• Documents only, or the books as well?
• Branding included or charged separately?

SuiteDash offers full white-labeling, including a custom domain and email sent from the firm’s domain, and it is a general-purpose business portal rather than an accounting ledger. Canopy provides a branded client portal on a subdomain owned by Canopy. Karbon lets firms apply their logo and colors to its client portal. Uku lists logo, colors and a custom domain among its branding options.

TaxDome offers a branded client portal and sells an app published under the firm’s own name as a paid add-on. Each of these is a credible option for document exchange, requests and client communication. The right pick depends on how deep you need the branding to go and what the rest of your practice already runs on. Check the linked pages yourself, since vendors change plans often.

HelloBooks is not a portal add-on. The White-Label License brands the bookkeeping software itself: your app name, logo, colors, sign-in page and document templates, with AI categorization, bank reconciliation, invoicing, bills and reports inside. Clients sign in to your firm’s software to see their own numbers, not only to upload files.

Your address runs on a hellobooks.ai subdomain from day one, and your own domain plus email from your firm’s domain arrive at full launch. For a portal-shopping firm, the relevant contrast is commercial too: one flat monthly fee covers every staff login, and clients sit on published plans that carry a firm discount. Some firms pair a portal with a branded ledger; others find the ledger covers enough.

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.