White-label accounting for Texas CPA firms

Texas has no individual income tax, but most businesses fall under the state franchise tax, and sales tax applies with local additions. Owners moving from other states often misread how that works. Every one of those determinations and filings is your firm’s job; HelloBooks gives no tax advice.

The platform keeps the numbers underneath reliable. AI categorization and bank reconciliation keep ledgers current, uncertain lines wait for a reviewer, and reports come from reconciled data. Your staff in Plano, Katy or San Antonio begin franchise and sales tax work from figures that already match the bank.

Service companies, water haulers, equipment rental firms and fabrication shops rise and fall with drilling activity. When prices drop, owners need current books to decide what to cut; when they climb, bills pile up faster than anyone can enter them.

HelloBooks keeps bills, invoices and bank activity together, and the firm console lists every energy client’s month-end status and items waiting. Operators with several companies can use multi-entity support on higher plans. Reviewers in Midland, Odessa or Houston can work through a busy roster without switching logins.

Firms in the Texas Society of CPAs range from solo practices in the Panhandle to large Dallas and Houston firms. The White-Label License is a flat monthly fee including unlimited staff, with your firm’s app name, logo, colors, sign-in page and document templates.

Each client stays on a published HelloBooks plan with a firm discount, and your firm charges its own price, while HelloBooks bills the firm only. A hellobooks.ai subdomain works from day one, and your own domain and firm email arrive at full launch. Client data remains your firm’s property for export, and founding firms 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.