White-label accounting software USA firms can brand as their own

A typical American practice mixes CPAs, enrolled agents, staff accountants, bookkeepers and a busy-season crew who join for a few months. Per-seat software punishes that shape. Under the White-Label License, firm staff are unlimited, so every preparer, reviewer and seasonal helper can have their own login on your branded sign-in page without the monthly license moving at all.

The firm console lists every client company with its close status and the items waiting, which lets a manager plan the week across a long client list. When the busy season arrives, the team already knows which clients have kept their books current through the year and which ones will need a conversation well before the crunch begins. Because state rules and client mixes differ so much, there is also a separate page for each US state, from Alabama to Wyoming, covering the industries and local habits your practice is likely to meet there.

HelloBooks uses AI to suggest a category for each bank transaction, keeps reconciliation alongside that work, and covers invoicing, bills and financial reports, with multi-entity support on the higher plans. Owners who run an operating company alongside a real-estate holding entity, a common pattern for US small businesses, can keep both sets of books inside your firm’s branded environment.

Your firm remains responsible for the tax, attest and advisory services it provides and for meeting every federal and state obligation that applies to them. The software supplies well-kept records under your name; the professional judgement, and the sign-off that comes with it, stays with your CPAs and EAs exactly as it does today.

The license is priced in US dollars and paid by the firm as one flat monthly amount. Each client company sits on a published HelloBooks plan that your practice buys at a firm discount. HelloBooks bills only your firm, so clients pay you on your own engagement terms and never see a separate software charge from us on a card statement.

Onboarding takes about two working weeks, after which your firm is live on a hellobooks.ai subdomain with its own sign-in page and document templates. Your own domain, and email sent from it, arrive at full launch rather than today. We are accepting founding firms across the United States now, from solo EA offices to multi-partner CPA practices.

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.