White-label vs partner program: which fits your firm?

In a typical partner program, the firm recommends or resells software, clients see the vendor’s name, and the firm earns a discount or margin that often rises with the number of clients. Joining costs little or nothing. The firm gains a known product and the vendor gains distribution.

The HelloBooks Partner Program follows this pattern. It is free, and it gives the firm a reseller discount that grows as client count grows. Clients use HelloBooks-branded software, and the firm benefits from the discount without taking on a license fee.

The White-Label License is a paid, flat monthly license that makes the product your firm’s. Clients sign in to software showing your app name, logo, colors, sign-in page and document templates. Every client stays on a published HelloBooks plan, and the firm receives a discount on each of those plans from the start.

The license also brings a firm console showing every client’s close status and unlimited staff access. Firms launch on a hellobooks.ai subdomain on day one; your own domain and email from your domain are part of full launch. Data belongs to the firm and can be exported.

A firm with a handful of software clients, or one still testing HelloBooks, usually starts in the free Partner Program. A firm that sells bookkeeping as a branded service, and wants clients to associate the software with the practice, is the natural candidate for the license.

The two are not a ladder you must climb in order. They are separate agreements with different aims: one rewards referrals under the vendor’s name, the other builds your own brand. Founding firms are being accepted into the white-label license now.

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.