White-label branding for accounting firms
One deployment hosts many firms, each fully isolated and fully branded. Your clients see your name on the app, the emails and the engagement letters. They never see ours.
The whole platform under the firm's own brand — reselling invited
Branded end to end
Name, logo, colours and letterhead resolve per tenant at runtime — down to the email footer.
Every firm isolated
Cryptographically scoped data. A firm can never see another firm's records.
Resell it as your own
Run it for one firm — or a hundred — from a single platform, with a super-admin console.
Client-facing software is client-facing branding
The moment a firm invites a client into a portal, the software becomes part of how that firm is perceived. A portal carrying a vendor's logo tells the client the firm rents its systems.
Half-measures are worse than none: a branded login page followed by a vendor-branded email undermines the whole exercise.
How white-labelling works
Each tenant record carries a firm name, logo, brand colour, accent colour, email sender name and letter footer. Those values resolve at runtime everywhere the client can see: the portal, the signing page, the engagement letter PDF and the transactional emails.
Isolation is enforced below the application. Every query is filtered by the tenant pinned to the caller's profile, and row-level security in the database backs that up — a bug in the application layer cannot leak another firm's data.
- Per-tenant name, logo, brand and accent colours, email sender and letter footer
- Branding applied to the portal, signing pages, letter PDFs and emails
- Row-level tenant isolation enforced in the database
- A super-admin console to provision firms, set plans and limits, and audit actions
What changes for the firm day-to-day
The client sees the firm. That is the whole point, and it holds all the way to the footer of the last automated email.
For a reseller, one deployment serves every firm on the roster, each convinced — correctly — that it is theirs alone.
What ships in the module
- Per-tenant firm name, logo, brand colour, accent colour, email sender name and letter footer.
- Branding applied to the portal, signing pages, letter PDFs and transactional emails.
- Row-level tenant isolation enforced in the database.
- A super-admin console for provisioning, plans, limits and an append-only audit log.
Updated July 2026