Skip to main content
HelloBooks.ai home

Firm-Branded Sign-In Page for Client Books | HelloBooks Clients sign in on a page with your firm’s logo, app name and colors. See how the branded sign-in page works on HelloBooks white-label accounting.

Sign-in page

A firm-branded sign-in page is where your brand starts

The first screen a client sees each time they check their books sets the tone for everything after it. On the HelloBooks White-Label License, that screen is your firm’s sign-in page, with your logo, app name and colors. It sounds like a small detail, yet it is the page clients see most often, and it quietly tells them whose service they are using.

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

What appears on the sign-in page

Your firm’s logo and app name sit at the top, and the page uses your brand colors. Clients enter their details there and move straight into software carrying the same look. There is no moment where they are bounced through a page with a different company’s name on it.

The page is reachable at your firm’s address on a hellobooks.ai subdomain from the day onboarding completes. At full launch, you will be able to serve it from your own domain instead, and email from your domain arrives at the same stage. Neither of those is live today.

Why a familiar front door reduces support calls

Clients who are unsure whether they are on the right site hesitate, then call your office. A sign-in page that clearly matches your website and emails removes that doubt. People recognize the logo, trust the page, and sign in without needing reassurance. It also makes phishing attempts easier to spot, since clients learn exactly what your genuine login screen looks like and where it lives.

The same page serves your staff. Everyone in the practice signs in through the firm’s front door, which keeps the team inside one environment and makes it easier to explain the setup to anyone you hire later. Once inside, staff land on the firm console with every client listed, while clients land directly in their own company’s books.

Linking the sign-in page from your website

Most firms add a “Client login” link to their website header pointing at the sign-in page. Combined with the address in your welcome email, that covers nearly every way a client will look for it. When your own domain becomes available at full launch, updating that one link is most of the work.

Setup of the sign-in page is part of the roughly two working weeks of onboarding, together with your app name, colors and document templates. You do not need to write any code or manage hosting to get it running. Send us your logo files and preferred colors, confirm the app name, and review the finished page before any client is invited to use it.

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 put my firm’s logo on the client login screen?
Yes. The sign-in page shows your logo, app name and brand colors. It is set up during onboarding and is live on your firm’s hellobooks.ai subdomain from the day onboarding completes.
Do my staff use the same sign-in page as clients?
Yes. Staff and clients enter through the same branded page, which keeps the whole practice working in one environment. Staff then see the firm console listing every client they look after.
Can the sign-in page live on my own website address?
Running it on your own domain is part of full launch and is not available today. Until then it lives on your firm’s hellobooks.ai subdomain, still showing your branding.
How should I tell clients where to sign in?
Put the sign-in address in your welcome email and add a client login link to your website. Most clients then bookmark it, and a single consistent link keeps your office from fielding login questions.

Start automating your books today

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

Subscribe to our newsletter

Stay up to date with the latest news and announcements. No credit card required.

By subscribing, you agree to our Privacy Policy.