The founding firm program for the white-label license

Founding firms get the full White-Label License: your app name, logo, colors, sign-in page and document templates; unlimited firm staff; the firm console listing every client with close status and items waiting; and a firm discount on every client plan. Your firm bills its own clients, and HelloBooks bills only your firm, from the very first client you bring across.

Just as valuable is access. Because the program is still small, founding firms work with the people doing their setup rather than through a queue. Questions get answered by someone who knows your configuration, and feedback about what your practice needs reaches the team deciding what to build next. For a practice that likes to influence the tools it depends on, that proximity is the real benefit of joining early.

From day one, your branded software runs on a hellobooks.ai subdomain with the full accounting engine behind it: AI categorization, bank reconciliation, invoicing, bills and reports, plus multi-entity support on the higher plans. That is enough to run real client books under your name from the first week after onboarding finishes.

Two branding pieces arrive at full launch: your own domain and email from your domain. A native mobile app under your firm’s name is a separately quoted add-on that is not available yet, while the web app already works in a phone browser. Founding firms hear about each of these directly when they become ready.

The program suits practices that want to lead rather than wait. If you are comfortable launching on a subdomain, giving candid feedback and helping shape the firm tools, you will get the most from it. If you need your own domain live before any client signs in, it may make sense to plan your rollout around full launch instead.

Either way, the first step is a conversation about your client list, your branding and how you bill clients today. Onboarding then takes about two working weeks, and your team can begin with a handful of friendly clients before rolling the software out across the practice.

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.