A Sage white label alternative for firms that want their own brand

Sage’s UK pricing page describes Sage for Accountants as a customizable solution for a practice and its clients, where the firm pays for the features and client subscriptions it adds. It is free to sign up, available to verified accountants, and offers centralized client management. Discounts come through Sage Points, which accumulate as the firm adds client subscriptions.

On that page, customizable refers to choosing features and subscriptions, not to putting the firm’s name on the software. We could not find a published white-label option on Sage’s own pages. Claims elsewhere that firms can rebrand Sage were not supported by anything Sage itself publishes that we could locate, so we treat them with caution.

With the HelloBooks White-Label License, clients sign in to software carrying your firm’s app name, logo, colors, sign-in page and document templates. The ledger includes AI categorization, bank reconciliation, invoicing, bills and reports, and the firm console shows each client’s close status and items waiting. Staff seats are unlimited.

Clients reach your branded ledger through a hellobooks.ai subdomain at first; a firm moving off Sage gets its own domain, and email sent from that domain, once HelloBooks reaches full launch. The firm owns its data and can export it, and onboarding takes about two working weeks.

Sage for Accountants ties discounts to the volume of client subscriptions a firm adds. HelloBooks charges the firm a flat monthly license, keeps each client on a published plan, and applies a firm discount to every plan. HelloBooks bills only the firm, and you charge clients at your own price.

HelloBooks also runs a separate free Partner Program where the reseller discount grows with client count and the software keeps HelloBooks branding. That program resembles a volume arrangement; the White-Label License is the route for firms that want their own name on the product.

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.