A TaxDome white-label alternative that brands the ledger too

On its plans, TaxDome lets a firm show its own branding inside the client portal, which is where clients upload documents, sign engagement letters and pay invoices. A native mobile app carrying the firm’s name is available as a separate paid add-on that TaxDome builds for the firm. Pricing is set per user per year, so the cost moves with the size of your team.

For bookkeeping, TaxDome integrates with QuickBooks rather than supplying its own ledger. That makes it a strong fit for firms whose main need is workflow, deadlines, e-signatures and client communication, with the books kept in a separate accounting product. If that describes your practice and your team is comfortable with per-user pricing, TaxDome is a sensible platform to evaluate.

The HelloBooks White-Label License brands the accounting software itself. Your app name, logo, colors, sign-in page and document templates appear throughout, and clients log in to what looks like your firm’s own bookkeeping product. AI categorization, bank reconciliation, invoicing, bills and reports all live inside that branded ledger, so there is no second accounting login to explain to anyone.

The license is a flat monthly fee rather than a charge per staff member, and your whole team can work in the firm console without seat counting. That console shows every client’s close status in one view. Your web address starts on a hellobooks.ai subdomain from day one; a custom domain and email sent from your own domain arrive at full launch.

Some firms will keep TaxDome for engagement workflow and move client bookkeeping into a branded HelloBooks ledger. Others want fewer systems and prefer the books to be the center of the client relationship. Neither answer is wrong; the deciding question is whether your clients spend more time exchanging documents with you or reviewing their own numbers.

Commercially, each HelloBooks client stays on a published plan, your firm receives a discount on every one of those plans, and you invoice clients yourself on your own terms. Client data belongs to your firm and can be exported whenever you need it. Founding firms are being accepted now, which is a practical way to test the fit on a few clients first.

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.