Client onboarding software for accounting firms that already feels like yours

Clients arriving at a sign-in page with your logo and colors understand immediately that this is part of your service. They are not asked to create an account with an unfamiliar company, enter card details for a separate subscription, or read another business’s welcome emails. The first thing they see reinforces the engagement they just signed.

That matters for adoption. Clients who feel the software belongs to their accountant are more willing to log in, answer questions about transactions and upload what your team asks for. The result is fewer stalled onboardings where the client never quite gets started. Your staff also avoid the awkward job of troubleshooting a vendor account that the client opened themselves and cannot remember the password for.

Each client company is placed on a published HelloBooks plan, chosen to match what that business needs. Owners with several companies can go on a higher plan that includes multi-entity support. Your firm pays for the plan at a firm discount, and the client pays you whatever your engagement letter says.

Because billing runs through your firm, onboarding does not include a separate payment step with HelloBooks. That keeps the conversation simple. You explain the service and your fee, the client agrees, and your team sets up their company in software that already carries your brand. The client appears in the firm console from that point, so whoever owns the engagement can watch their first close take shape.

Before any clients join, your firm goes through its own onboarding, which takes about two working weeks. That is when your app name, logo, colors, sign-in page and document templates are set. Your firm’s address on a hellobooks.ai subdomain is live from day one, so you can begin inviting clients as soon as branding is ready.

Your own domain and email from your firm’s domain arrive at full launch, not today. Many firms start by onboarding a small group of friendly clients on the subdomain, refine their welcome message, and then roll out to the rest of the list once the routine feels smooth.

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.