In an age where email is not safe, tax professionals have been looking for a way to protect sensitive client information from becoming compromised. White label solutions offer just that.
A white label solution provides a secure and private environment for the data of your clients.
It also benefits you as the accounting professional by allowing you to concentrate on what’s important which is providing excellent service to your clientele without being bogged down with IT issues or security concerns.
Benefits of Using White Label Tax Software
- Security & Data Protection
Your clients will feel right at home in your professional & secure Branded Client Portal. Use our intuitive logo, color & custom menu options to design a layout that matches your organization’s professional identity.
- Workflow Management and Productivity Gains
Manage all aspects of client data from one central location; allowing you to spend more time with clients and less time on administrative tasks.
Access client data from anywhere, anytime; giving you peace of mind that your information is always safe and secure.
And finally, the ability to provide 24/h service through our responsive mobile-friendly design means no matter where your day takes you.
- Capability to Customize your Organization’s Look
It provides an automated tool that will allow you to map your domain name to your Portal so that even the URL will be replaced with yours.
Notice in this example that even the Title tag and the Favicon have been customized, and this is easily done with white label tax software.
This level of White Label Customization is unparalleled in the software world and gives your tax prep clients a truly authentic and secure experience as they interact with your brand.
TaxDome offers a white label solution because we know how important it is for you to be able to provide the best service possible.
With this platform, your clients’ data will always remain secure because their information never leaves the application instead, all emails are sent from TaxDome servers directly into your client’s inboxes as if they were coming from your email address.
TaxDome also offers the ability to store client data in a secure cloud solution that can be accessed anywhere, anytime with an internet connection.
Clients will benefit from instant access to their information and you’ll appreciate having complete control of all your team or staff members without any hassle at all!
With TaxDoome you can manage everything from the cloud, with features like time-tracking and expense management. Additionally you'll have access to a full suite of tools designed specifically for accounting professionals!
- Centralized Hub
TaxDome acts as a centralized hub for all of your business’s data. Clients requiring action are easy to locate and you can keep track of their information without having to sift through spreadsheets or documents.
- Streamlined Interface
A streamlined interface from which you can manage staff workload is another benefit that comes with using TaxDoome as a white label solution. You can hire new staff, let go of old ones or even delegate tasks with ease.
- Data Importation
TaxDome also can import data from different CRM systems and documents such as spreadsheets.
So if you already have a system in place that works well for your business, TaxDoome can be easily integrated without any interruption of service!
2. Suitedash CRM
SuiteDash is a fully integrated cloud-based platform that will completely satisfy the software needs of most small to medium-sized businesses.
Unfortunately, many business owners have become incredibly frustrated with software because they’ve spent far too much time & money trying to learn multiple systems, and then get those multiple systems to work together.
SuiteDash solves this problem by combining the most commonly used business tools into one.
- Self Service System
With SuiteDash, clients will be able to log in and manage their information. They’ll never have to wait on you or your team for updates because all of that is done automatically within the system!
- Real-Time Data Updates
Your data in real-time as it happens so you can always stay up-to-date with what’s happening within your business, and make any changes as they come up.
- Customer Relationship Management (CRM)
SuiteDash’s CRM allows you to track all of your client's information like never before!
You can log calls & tasks that are automatically associated with their account so that there is no need for duplication or having to switch between multiple systems.
Paro offers the best in white label tax software because they allow you to completely customize your online business. With Paro, it’s easy for clients to securely log in and manage all of their information themselves!
- Highly vetted Tax Consultants
Paro provides you with the best in white label tax software because they are highly vetted by Paro’s team of industry experts.
- Customized Platform
Every client is unique, and that’s why it makes sense to use a platform like Paro which allows you to customize your services precisely how you want them. You won’t be forced to offer services that you don’t want or need!
- Secure Communication
With Paro, your clients will be able to securely communicate with their tax consultants through the chat feature.
That means they can ask questions and get answers without ever having to wait for a response from you or your team. With email support included as well, no client will ever have to go without the information they need!
Nimble is an all-in-one platform that seamlessly integrates with your current technology to help you manage everything from one place.
If you are looking for a way to grow your business, Nimble can get the job done so much more efficiently than other systems on the market today!
- Business Management Automation
Manage your time more efficiently by using Nimble’s automated tasks & reminders.
This way you can focus on your business and relationships with others instead of feeling like you are constantly running around trying to fulfill menial tasks that sap up the productivity in your day!
- Mobile Accessibility
Nimble is accessible from anywhere so there is no need for you to be in an office or using a desktop computer. You can access your information on the go and let clients do the same, with no need for any additional hardware!
- Nimble Marketing
Integrated with Nimble is a marketing platform that will allow you to find new customers & send welcome emails all from one place!
With Nimble you can also send newsletters to your existing customers, which helps build up their trust in your business by establishing long-term relationships.
Bitrix24 offers an easy-to-use CRM system with many different features. Unfortunately, many business owners have become incredibly frustrated with software because they’ve spent far too much time & money trying to learn multiple systems, and then get those multiple systems to work together.
Bitrix24 solves this problem by combining the most commonly used business tools into one.
- Contact Management
Bitrix24’s contact management system makes it a breeze to keep track of all your contacts from both personal & business relationships, and allows you to see everything they have been up to!
- Lead Management
Bitrix24’s lead management makes it easy for you to track who has been visiting your website, and what information they have shared with you.
This way there is no need for duplication or switching between several systems - everything you need can be easily found in Bitrix24!
- Task Management
Tasks are automatically associated with accounts, so you can get a better idea of what is going on with your clients without any complicated setup.
Bitrix24 understands that time management is incredibly important to growing & maintaining business relationships, which is why they have created an automated task system for their CRM. Fortunately, there are no menial tasks in Bitrix24!
Vendasta is a cloud-based platform that provides end-to-end eCommerce solutions for 40,000+ partners who sell digital products and services to four million small & medium businesses worldwide.
These include marketing agencies, independent software vendors (ISVs), and media companies.
- Accounting Management
Vendasta’s accounting management platform is a great way for partners to stay on top of their finances. It provides in-depth reports about the financial health of your business, and allows you to see a breakdown of all revenue from any source!
Through Vendasta’s Marketplace, partners will be able to utilize effective digital marketing tools at a fraction of the cost.
This way they can easily grow their revenue by offering clients an entire suite of solutions that would have previously been impossible for them to access!
- Platform Accessibility
Partners are provided with one login so there is no time wasted trying to remember all your passwords. Furthermore, this means that partners can easily manage their clients’ accounts through Vendasta!
Bench is an all-in-one solution for SMBs with a focus on invoicing, project management, and billing.
With Bench, you can easily manage your entire business from one place! Users rave about how easy this system is to use & how much time it has saved them by streamlining their organizational process.
Create & send invoices to clients at a fraction of the time without any unnecessary steps.
- Project Management
Manage projects from start to finish, and easily keep track of hours you have spent on each one. Invoicing for work completed will never be easier!
One convenient invoice covers everything from the time spent on the project to any materials used.
Bench automatically tracks all of your hours spent working, so billing is simple & easy!
FreshBooks is an award-winning cloud accounting software for entrepreneurs, sole proprietors, consultants & small businesses with its focus being invoicing, accounting & expenses.
Users can easily manage their finances, stay on top of deadlines & access their dashboard from anywhere.
- Enterprise File Sharing
Share your expenses with anyone you need to in seconds! This makes it an especially good choice for teams that don’t have a designated accounting department or who want a better way to track expenses.
FreshBooks integrates with 26 of the most popular business applications, making them incredibly accessible to users.
- Other Features
Users can get paid twice as fast with a 1-click set up for online invoicing & expense tracking.
FreshBooks Time Tracking feature makes it simple to understand how your time is spent - creating more accurate billing.
Axero is a CRM system that offers many different applications under one convenient platform.
For those who need something beyond invoicing cloud software, Axero goes above and beyond by providing users with additional tools to help their business thrive!
- Accounting Software: With this application, you can finally keep track of your company’s transactions effortlessly.
- Online Invoicing: Streamline your billing process & invoicing with an intuitive interface that makes it easy for users to create professional contracts on the fly!
- Expense Tracking: This feature allows users to easily track every transaction, whether spending time working or on vacation!
10. Intuit QuickBooks Online Essentials
Intuit is known for its cloud-based accounting software, which has been trusted by small businesses around the world.
This innovative solution provides users with access to over 50 templates that are designed to make it simple & easy to get started.
- Expense Tracking: Keep track of every penny spent, so you can know your exact profit, which areas need to be improved upon, etc.
- Reporting: Never miss another deadline with this feature that allows you to see financial data at a glance!
- Sales Tax Management: It’s quite easy to get lost when it comes to managing sales tax & Intuit makes sure that doesn't happen - and that’s a promise.
With multiple business tools under one convenient platform, users can finally get the comprehensive solution they deserve and it won't break the bank!
Xero is an online cloud-based software built for accountants, bookkeepers & small businesses who want simple & easy use financials.
With this platform you can manage your entire business from the convenience of a single location, allowing you to save time & money!
This application offers a wide variety of features that make the transition from traditional to online cloud software as smooth as possible.
- Expense Tracking: With Xero, it’s easy to keep track of your transactions & manage your accounts, so you can know how much money is coming in & going out of the business which is the key to success!
- Payment Processing: Ease billing with this feature that allows you to send invoices & receive payments.
- Reporting: Always stay on top of your financials with the option to generate reports whenever needed!
Sage is known for creating great accounting software, making it an easy choice for many entrepreneurs when choosing which platform they should go with.
This cloud-based solution provides entrepreneurs with an all-inclusive platform to manage their business & financials, allowing them to run & grow more efficiently than ever before.
Sage offers over 20 different features that enable users to keep track of every aspect of their business!
- Expense Tracking: Keep an accurate record of how much money is coming in & going out of the business to know exactly which areas need improvement and where you’re succeeding.
- Sales Tax Management: Having problems with managing sales tax? Let Sage simplify the process by taking care of all that for you!
- Time Tracking: Keep track of how much time has been spent on a particular task, which can help with billing for projects and determining where the business needs to improve.
- Billing: Whether you’re invoicing your client or managing your company’s revenue, this feature allows users to do all of it in one simple interface!
For entrepreneurs who are looking for a simple platform that’s easy to use, Dubsado might be the answer.
This is an incredible cloud-based solution that is specifically designed for entrepreneurs, allowing them to finally control their own business without needing to pay any upfront costs!
With over 10 different features, Dubsado has everything users need to succeed.
- Expense Tracking: With this platform, it’s simple to keep track of every nickel spent, so you know exactly where your money is going & what areas can be improved upon.
- Sales Tax Management: It can be difficult for entrepreneurs to manage sales tax, which is why Dubsado creates a simple process that makes it easy.
- Time Tracking: Keep track of time spent on a task with an accurate record, so you can bill your clients or use this data for yourself to determine what the business needs!
Outright is a simple solution designed specifically for small & medium scale businesses, allowing entrepreneurs to have a more efficient business without needing to worry about whether or not they’ll get the job done.
With this software, you can keep track of everything from payroll & sales tax to expenses & invoices - all in one convenient place!
This information-packed platform offers users over 15 different features including
- Task Management: Keep track of all daily & monthly tasks, so nothing falls through the cracks.
- Expense Tracking: Being able to track expenses is key to being successful, which is why this feature makes it easy.
- Affiliate Marketing: This software helps with affiliate marketing by tracking clicks, impressions & conversions.
MyBillBook is a software solution that is designed to help entrepreneurs run their business & stay educated at the same time, allowing them to have an easier process for running their company.
This fully-featured platform offers users over 20 different features that allow you to keep track of every aspect of your business!
Here are some of MyBillBook’s features that entrepreneurs can utilize:
- Invoices: Keep track of all invoices created, which makes it easy to bill your customers.
- Expense Tracking: Manage daily expenses all in one convenient place so that money is not wasted.
- Recurring Billing: Getting tired of entering the same information every single time you create an invoice for a customer? Let Axero take care of it for you.
BillingTree is a billing & invoicing platform that helps entrepreneurs simplify the process of managing their company.
This fully-featured solution provides users with over 20 different features to keep track of all aspects of their business!
Here are some examples of the features BillingTree offers to make life easier for entrepreneurs & business owners:
- Time Tracking: Track time spent on a project, bill clients based on the hours worked, or use this data to improve how your business operates.
- Project Management: Keep track of all projects are assigned to other members of your team so that nothing gets lost in translation.
SeedProd is an online invoicing & billing solution for small business owners.
With SeedProd you can manage your entire business in one place, allowing entrepreneurs to spend more time on their company without having to worry about whether or not they’ll get the job done!
This fully-featured platform offers users a variety of features to manage every aspect of their business including:
- Relationship Management: Manage all relationships with contacts so that nothing falls through the cracks.
- Recurring Billing: Purchases made regularly? Let SeedProd automate invoicing & billing for you so you don’t have to worry about manually doing it.
If you’re looking for a way to streamline your business, HubShout is the solution for you.
With this software, you can manage clients & projects all in one place so that entrepreneurs don’t have to worry about whether or not they’ll be able to juggle everything at once!
Here are some examples of the features that HubShout offers to keep business owners organized:
- Client Management: Manage projects with clients, track project time & automatically invoice them.
- Invoice Tracking: See at a glance how much money is owed to you by looking at your invoices.
When you ask your clients to create an account and login to a software platform that gives you the ability to completely “White Label” brand the environment in a way that your tax prep client will never know or even think about the source of the software.
All they will know when they are using your White Label Branded Client Portal is how impressed they are with how professional you look, and how secure they feel when they use it.
The above-mentioned platforms provide an array of tools that will allow you to grow your business through the use of cloud-based software.
These platforms are easy to learn, can be accessed on any device, and best of all they save time & money!