SmartVault white-label alternative when you need branded bookkeeping

SmartVault’s pricing page describes a branded subdomain, a branded sign-in page and firm colors for the client portal. Plans are priced per user and carry a minimum number of users. For firms that exchange large volumes of tax documents and need retention and permission controls, that is a solid foundation.

SmartVault stores and shares documents; it does not record transactions or produce financial statements. Firms that keep bookkeeping in another product and mainly need a secure, branded filing cabinet for clients will find it well matched to that job, and there is no reason to replace it.

HelloBooks lets clients do their accounting under your brand. The White-Label License sets your app name, logo, colors, sign-in page and document templates, and the product underneath handles AI categorization, bank reconciliation, invoicing, bills and reporting. Your team manages every client from a firm console that shows each close status.

A hellobooks.ai subdomain is ready on day one. Serving HelloBooks from your own domain, together with email that comes from your domain, is scheduled for full launch and is not yet switched on. Staff seats are not counted, because the firm license is a flat monthly fee.

Think about the most common client question you receive. If it is “where do I upload this?”, a branded document portal answers it. If it is “how are we doing this month?”, clients need a ledger and reports, and branding that product keeps the answer inside your firm’s experience.

HelloBooks keeps each client on a published plan, with a firm discount on every plan and billing to clients handled by you. The firm owns the data and can export it at any time. Founding firms are being accepted now for a measured pilot.

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.