White-label vs co-branded: what your clients actually see

In a co-branded tool, a client might see your logo in a corner of the screen while the app name, sign-in page, emails and help links still belong to the vendor. It signals that you recommend the tool, which builds some trust, and it is usually simple to set up.

Co-branding suits tools that play a supporting role, such as a receipt capture app or a document request portal, where clients understand they are using a recognized third-party product and the firm does not need to own the experience. In those cases, a logo is a courtesy rather than a strategy.

In a white-label product, the name at the top of the screen is yours, the sign-in page is yours, and documents follow your templates. With HelloBooks, that applies to the accounting ledger: clients categorize with AI assistance, reconcile banks, invoice, pay bills and run reports under your identity.

HelloBooks firms go live on a hellobooks.ai subdomain from day one. A custom domain and email sent from your firm’s domain are delivered at full launch, which is the final step in making the product fully yours. The license is a flat monthly fee with no cap on staff.

You do not need everything white-labeled. Reserve full branding for the product clients use most and associate most closely with your service, which for a bookkeeping firm is usually the ledger. Supporting tools can stay co-branded without confusing anyone. Spend branding effort where clients spend their attention.

On HelloBooks, every client remains on a published plan that your firm buys at a discount, and your firm bills the client. You own the data and can export it. Founding firms are being accepted for the license today. Starting with a few clients lets you see how they respond to your name on the ledger.

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.