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Choosing a Subdomain for Client Software | HelloBooks How to choose the subdomain your clients use to reach firm-branded bookkeeping software, what makes a good one, and how it relates to your own domain later.

Web address

Choosing a subdomain for client software your clients sign in on

The web address clients type to reach their books becomes part of your firm’s identity. On a white-label platform, that address usually starts as a subdomain on the vendor’s domain. Choosing it well means clients remember it, trust it and find it easily. This guide covers the naming choices and how the subdomain fits with your own domain later.

Sign before full launch for founding-firm terms: reduced license and 5 client companies free for 12 months

What a subdomain is here

A subdomain is the part of a web address that comes before the main domain. With HelloBooks, the firm web address sits on a hellobooks.ai subdomain from day one, such as a short version of your firm name placed before the hellobooks.ai part. Clients reach your branded sign-in page through that address.

Connecting your firm’s own domain comes later, at full launch. Until then, the subdomain is the address clients bookmark and the one you print in onboarding instructions. That makes the choice worth a few minutes of thought rather than a quick default.

Traits of a good subdomain

Clients will type the address from memory, read it aloud to a colleague and see it in emails. A good subdomain survives all three. It should be short, obvious and hard to misspell. Hyphens and numbers make addresses harder to say aloud, so avoid them unless your firm name already includes one.

Run each candidate through a quick test before settling on it. Ask a colleague outside the project to hear the address once and type it. If they get it wrong, clients will too, and each mistyped address becomes a support request.

  • Short enough to type on a phone without errors
  • Clearly connected to your firm name
  • Free of unusual spellings or abbreviations
  • Unlikely to be confused with another firm

Planning ahead for your own domain

When full launch brings your own domain, most firms choose an address such as a books or clients subdomain under their existing website domain. Consider that eventual address now, so the subdomain and the later domain feel related rather than like two separate products.

Keep a record of every place you publish the subdomain: welcome emails, help pages, your website and printed material. When your own domain becomes available, that list tells you exactly what to update, and a redirect plan keeps older bookmarks working.

White-label license pricing

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.

White-label license

$1,000/ month

12-month term, or $10,000 prepaid yearly. One-time setup $2,500.

  • Your brand, web address and sign-in page
  • Unlimited firm staff
  • Firm console for every client
  • You bill your clients at your own price

Founding-firm terms for firms that sign before full launch: $750 a month for the first 12 months, no setup fee, and your first 5 client companies free for 12 months.

Client plans

Each client company stays on a published HelloBooks plan. Your firm gets 20% off every one.

PlanPublished priceYour price
Starter$14.99$11.99
Pro$39.99$31.99
Business$79.99$63.99
Scale(US only)$199$159.20

Per client company, per month, USD. Example: 40 clients on Pro cost $1,599.60 at published prices. Your firm pays $1,279.68, or you set your own client price.

Estimate your monthly bill

Enter how many client companies you have on each plan. Your firm pays the published price less 20%.

PlanClient companiesPublished priceYour price
Starter$14.99$11.99
Pro$39.99$31.99
Business$79.99$63.99
Scale$199.00$159.20
Client plans at published prices
$1,599.60
Your 20% firm discount
−$319.92
License
$1,000.00
Your monthly total
$2,279.68

Monthly estimate in USD, before taxes. Founding-firm free client companies are not included. You decide what your clients pay you.

FAQ

Frequently asked questions

Can I change my subdomain after clients start using it?
It may be possible, but every change breaks bookmarks and saved passwords in browsers. Clients then need fresh instructions. Choose carefully at the start and treat the subdomain as permanent until your own domain arrives at full launch.
Will clients trust an address that includes the vendor’s domain?
Most clients accept it when you explain it upfront. Mention in your announcement that the address is the secure home of your firm’s app. Consistency matters more than the domain itself, so use the same address everywhere.
Should the subdomain include the word books or accounts?
Only if your firm name alone is ambiguous or already taken. Adding a descriptive word lengthens the address. A short firm name on its own is usually clearer, since the page itself makes the purpose obvious once clients arrive.
What happens to the subdomain when my own domain is connected?
Plan for the subdomain to keep working or redirect, so older links do not break. Confirm the exact behaviour with the vendor during full launch planning, and update your published materials to the domain once it is live.

Start automating your books today

Sign before full launch for founding-firm terms: reduced license and 5 client companies free for 12 months

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