White label
Your firm's brand on the client portal.
Offer clients a portal that carries your firm's name, logo and colours, with Sorobas working behind the scenes.
Your logo and colours
The client portal and app show your firm's branding instead of ours.
Branded notifications
Emails to clients come in your firm's name and link back to your branded portal.
Your clients stay yours
Each firm's data is fully separate. Firms never see each other's clients.
Same platform underneath
Practice management, bookkeeping, sales tax and compilation work the same way for every firm.
Shared learning, private data
The engine improves from anonymized patterns across firms whose clients consent, while client data stays private to each firm.
Quoted for your firm
White label is available as part of your firm's quote. Ask about it when you request a demo.
For firms that want to own the client relationship.
Your clients deal with your firm, under your firm's name. Sorobas stays in the background.
- Available to every licensee firm
- Canadian hosting for every firm
- Separate roles and permissions in each firm
- Set up without engineering help
Now in beta. Accepting new firms.
Pricing is quoted firm by firm. Tell us about your practice and we'll arrange a walkthrough.