Your firm’s identity
Carry your firm’s identity across the accounting portal, sign-in experience, and client emails.
White-label accounting softwareYour Own Accounting Platform.
Your Own Accounting Platform.
Your Brand.
Powered by NewLedger White-Label. Give your team and clients one accounting platform under your brand, with a client portal, branded login and emails, and the right access for every role.
For accounting firms, bookkeeping practices, and outsourced finance teams.
YOUR FIRM AT A GLANCE
Good morning, Jamie
Client books24
In review06
Ready to close18
Client workspaceStatus
Aster StudioIn review
Birch TradingReconciling
Cedar ConsultingReady to close
All client books kept separate
BRANDED LOGIN
Your Branding
Welcome back
Sign in to your accounting workspace
Email addressjamie@yourfirm.example
Password••••••••••
Your latest reports are ready
Your Brandingupdates@yourfirm.exampleTo: Alex Morgan · Client
Your Branding
Let’s keep you up to date.
Hi Alex,
Your accounting team has shared your latest reports. Sign in to your client portal to take a look.
Your accounting team
Your Branding
Built around your practiceA familiar identity.
A familiar identity.
A consistent way to work.
Your branded portal gives clients a direct connection to the accounting team looking after their books. They can stay informed through the records and reports available to them, while your team manages the accounting in the same workspace.
Give each person the access their role needs. Clients see their own organisation’s information; your staff prepare, review, and approve work according to their permissions. Each client’s books stay separate.
Your team and clients, connected
Give clients a place to follow their accounting and work with the team looking after their books.
The right access for each person
Set roles and permissions for staff and clients, keeping each organisation’s records and responsibilities separate.
The work behind your firm’s name
From the first entry to the final review.
Connect clients, preparers, reviewers, and partners through a shared accounting workflow. Keep clients informed, responsibilities clear, and each organisation’s records separate.
Keep each client’s books
Manage invoices, bills, expenses, journals, and bank reconciliation within each client’s own ledger.
Explore multi-client accountingGive everyone a clear role
Set permissions for your staff and each client’s users. Decide who can view records, contribute to the books, review work, or approve changes.
Explore team permissionsKeep decisions with the work
Bring approvals and record history into the accounting workflow so reviewers can follow what changed.
Explore review controlsBring consistency to month-end
Move from reconciliation and exceptions to review, approval, and period close for each client book.
Explore month-end closeReport from the records reviewed
Give authorised clients access to financial reports from the same ledger your team maintains, reconciles, and closes.
Explore financial reportingConnect the tools around your team
Plan how existing systems exchange accounting data through supported integrations and APIs.
Explore integrationsYour team remains accountable for review and approval as work moves towards close.
Accounting for firmsA considered rolloutStart with your team.
Start with your team.
Grow across your client books.
Build the rollout around the way your firm operates, with time to validate the records and workflow before bringing more clients into the workspace.
- 01
Map your practice
Start with your client books, staff and client roles, review process, and branding needs.
- 02
Prepare a pilot
Agree the branding scope, select initial client books, and validate balances and permissions.
- 03
Run a working cycle
Walk through the staff workflow and client portal together. Check what each role can see and do before expanding.
- 04
Expand with confidence
Bring in more client books once your team has checked the workflow and migration results.
Common questions
Is this the right workspace for your firm?
What is white-label accounting software for accounting firms?
It brings an accounting workspace and client portal together under your firm’s brand. Your team maintains and reviews the books while clients access their own accounting information and work with your team through assigned roles and permissions.
Can clients work with our team through the portal?
Yes. Clients can sign in to your branded portal to access the records and reports their role permits and participate in the accounting workflow. Your firm defines their access so clients stay informed while your team retains its review and approval responsibilities.
Are client books kept separate?
Yes. Each client organisation keeps its own ledger, permissions, accounting periods, and reports. Your team can work across engagements while preserving those boundaries.
What can carry our firm’s brand?
The portal, login experience, and client emails are part of the white-label branding discussion. The exact touchpoints and configuration are scoped with your firm before rollout.
How does this relate to practice management software?
This is where your team keeps and reviews client books: transactions, reconciliations, journals, approvals, close, and reports. Practice management tools handle activities such as proposals, job scheduling, time tracking, and billing for your firm’s services. A firm may use both.
Can we start with a few clients?
A staged rollout lets your team validate opening balances, access, and daily workflows with a selected group of client books before expanding across the practice.
How do we evaluate the fit for our firm?
Tell us about your team, client portfolio, current accounting workflow, and branding requirements. We can then discuss the workspace scope and a suitable rollout approach.
Your firm. Your workspace.Make client accounting
Make client accounting
feel like part of your firm.
Tell us how your team and clients work together, what clients should be able to access, and the branded portal experience you have in mind.
Branding and workspace requirements are reviewed with your firm before rollout.