White-label accounting software for CPA firms and their client books

When clients keep their books in whatever tool they picked themselves, the first real look often reveals miscoded expenses, unreconciled accounts and missing documents. Cleaning that up eats into the fee and the deadline. If clients work in your firm’s software through the year, your team can see problems as they appear rather than months later. A quick question in March about an odd payment is far easier for a client to answer than the same question the following winter.

The firm console makes that ongoing visibility practical. Every client company is listed with its close status and the items waiting, so a manager can tell which books are current and which are drifting. Catching drift in the spring is far cheaper than untangling it in a compressed filing season.

A CPA firm’s name carries weight with clients, lenders and investors. When reports and statements go out on your document templates, from software presenting your app name and logo, that professional weight travels with them. The work product looks like it came from your firm because it did.

Your firm stays responsible for the professional services it provides and for meeting the standards that apply to them. The software supports that work; it does not replace the judgement of the CPAs who sign off on it or the review procedures your firm already follows. Think of it as the place where well-kept records accumulate, ready for the professionals who rely on them.

The firm pays a flat monthly license, plus each client company’s published HelloBooks plan at a firm discount. You bill clients at your own price, which lets you bundle software into monthly advisory or bookkeeping engagements instead of treating it as a pass-through cost.

Unlimited staff means partners, managers, seniors and seasonal help can all have their own logins without seat charges. Client data belongs to the firm, can be exported at any time, and stays available read-only for a period if you ever leave, which matters for a practice that must keep records reachable.

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.