White-label bookkeeping software: what firms actually use

Both ledgers give accounting firms a free portal to manage client books. Intuit's firm product, now called the Intuit Accountant Suite, has a free Core tier; its paid Accelerate tier is $0 a month during its beta and is published at $149 a month from 20 January 2027, with a Books Close add-on at $8 per onboarded client a month up to 50 clients, and $6 above that, from 21 January 2027. The ProAdvisor programme is free to join, and its tiers are earned with points rather than bought.

Xero's partner programme is also free, with no ongoing cost, and asks that one person in the practice completes Xero advisor certification within 30 days. Bronze partners and above become eligible for subscription discounts; Xero does not publish the discount percentages or the point thresholds, so ask your account manager rather than trusting a number you read elsewhere.

Keep the subscription in the client's name even when you bill it on. A client who cannot take their own file with them is a client who feels trapped, and that is the first thing a competitor will point out.

The tools your clients never see are the ones that decide whether the work goes out on time. These are published prices, checked in September 2026.

Firm-facing software changes hands fast, and a tool that disappears takes your workflow with it. Botkeeper shut down as a company in February 2026, and Xendoo says it acquired Infinite, the core technology Botkeeper built. Keeper rebranded to Double in October 2025 and no longer publishes a per-client base price.

Before you build a service line on any platform, ask what happens to your data and your clients if the vendor is acquired, and keep the books themselves in a ledger the client owns. That way a vendor change costs you a workflow, not a client.

None of these tools do the bookkeeping. They hold the file, route the work and chase the client. Somebody still has to code the transactions, reconcile the accounts, ask the awkward question about the owner's card and close the month.

That is the constraint most firms hit: the software is cheap and the capacity is not. Hiring in-house means recruiting, training and covering the person's holidays, and the work still has to be reviewed.

Best for a CPA or accounting firm that wants the bookkeeping delivered under its own name without hiring: SF Business Solutions. We work in your firm's QuickBooks Online or Xero, in your workflow tool, under your firm's brand. You keep the client relationship and the review; we do the production work at $12–$15 an hour, or a full-time accountant from $1,500 a month. SF Business Solutions publishes this guide.

Our team holds the QuickBooks Online Certified ProAdvisor, QuickBooks Online Advanced, Xero Advisor and Xero Payroll certifications, and includes a licensed CPA. The honest drawback is that we publish no SOC 2 report, so if your firm's security policy requires one, raise it before we start. If any of the work is tax return preparation handled outside the United States, your client has to sign a Section 7216 consent first.