Canopy white-label alternative for firms that want branded books

Canopy lets a firm apply its logo and colors, customize the client login page, and brand invoices and email templates. The client portal is served from a subdomain that Canopy owns, so the address clients see still sits under Canopy’s domain. Pricing is per user, which suits firms that want cost to track headcount.

Canopy’s strengths are in practice management and client communication, and many tax-focused firms use it for exactly that. If your clients mostly interact with you around returns, notices and document requests, a branded Canopy portal may cover what you need without any ledger change at all.

HelloBooks is accounting software first. Under the White-Label License, clients sign in to a product with your app name, logo, colors and sign-in page, then categorize transactions, reconcile bank accounts, send invoices, pay bills and read reports without leaving your brand. The AI categorization runs inside that same product.

Your address begins on a hellobooks.ai subdomain as soon as you are licensed. A domain you own, along with email from your firm’s domain, comes at full launch rather than today. Firm staff are unlimited under one flat monthly license, and a single console shows where each client stands in its monthly close.

A useful test is to list the screens clients open most often. If they are signature requests and tax organizers, Canopy is the natural home. If they are cash position, unpaid invoices and profit reports, a branded ledger puts your name where their attention already is.

On HelloBooks each client company stays on a published plan, and the firm pays a discounted rate on every client plan while setting its own fees to clients. Data remains the firm’s property and is exportable. Founding firms are being accepted now for anyone who wants to pilot the model.

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.