A QuickBooks white-label alternative for firms building a brand

Through ProAdvisor preferred pricing, firms can receive a discount on client subscriptions when the firm is the one billed. QuickBooks Online Accountant provides a console for managing client files. Clients see and use the QuickBooks brand throughout, and Intuit does not offer a version under the firm’s name.

For many practices this is a perfectly good setup. QuickBooks has broad recognition, a deep integration ecosystem and a large pool of trained staff. If your clients expect QuickBooks by name, or your firm has built processes around it, staying makes a lot of sense.

The HelloBooks White-Label License brands the full bookkeeping product with your app name, logo, colors, sign-in page and document templates. Clients use AI categorization, bank reconciliation, invoicing, bills and reports inside software they know as yours. The firm console gives your team a single view of every client’s close.

Firms begin on a hellobooks.ai subdomain from the first day. At full launch, you can use your own domain, and platform email can be sent from it; neither is available today. Firm staff are unlimited under the flat monthly license, so growing your team does not change what you pay HelloBooks.

Under both models the firm can sit between the vendor and the client on billing. With HelloBooks, each client stays on a published plan and your firm receives a discount on every one, then invoices the client under its own terms. The difference is that the product on the client’s screen shows your brand.

Your firm owns client data in HelloBooks and can export it. If you want to explore the model before migrating anyone significant, founding firms are being accepted now and can start with a small group of clients before deciding anything larger.

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.