White-label license vs referral-only: refer clients or license it as yours

With a referral, the client chooses and pays for the software directly, and your firm is invited in as the accountant. It keeps your overhead low and suits firms that do occasional compliance work rather than monthly bookkeeping. Nothing needs to be set up on your side.

The firm has limited influence, though. Clients may pick different products, leave without telling you, or turn to the vendor for help first. Your brand appears only in your own emails and reports. Over time the software relationship belongs to the vendor, not to you.

The HelloBooks White-Label License makes the software a product of your firm. Clients sign in under your app name, logo, colors and sign-in page, and your document templates shape what they send. The ledger covers AI categorization, reconciliation, invoicing, bills and reports.

A flat monthly license gives unlimited staff and a firm console with every client’s close status. Firms launch on a hellobooks.ai subdomain and add their own domain and domain email at full launch. Each client sits on a published plan, discounted for the firm, which bills the client.

If referrals are too hands-off and a license feels too early, the free HelloBooks Partner Program offers a reseller discount that grows with client count while clients stay on the HelloBooks brand. It is a separate arrangement from the license.

Firms often move between these levels as their bookkeeping practice matures. With the license, the firm owns client data and can export it. Founding firms are currently joining the white-label license, often choosing a different level for different groups of clients.

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.