White-Label Branding
Clients should see your firm, not ours. You can apply your logo and colors, use your own domain, and send branded emails, surveys and reports, so the service feels like part of your practice.
Why branding matters
A client who gets a survey from an unfamiliar company may ignore it, or worry that it is spam. A client who gets the same survey from their accounting firm, with the firm's name and logo on it, answers. White-label branding is how a partner keeps the relationship: the product is Swanson Reed's, but what the client sees is the partner's. That consistency also supports trust. When everything looks and sounds like one firm, clients know whom to ask.
How it works
- 1
Upload your brand
Add your logo and colors, so screens, emails and reports match your own materials.
- 2
Set your domain
Use a domain you own, so links and sender addresses look like yours.
- 3
Write your wording
Adjust the text of invitations, reminders and reports so they sound like your firm.
- 4
Preview
Check emails, surveys and reports before going live.
What can be branded
The options available are confirmed by Swanson Reed. This table describes the intention.
| Item | What you can do |
|---|---|
| Logo and colors | Apply them across screens and documents |
| Domain | Use your own, for web addresses and sender addresses |
| Emails | Send invitations and reminders under your name |
| Surveys | Show your branding while clients answer |
| Reports | Produce claim packs and summaries in your style |
What you get
- Your name on everything the client sees.
- A consistent look across emails, surveys and reports.
- Messages in your own voice.
- Clients who recognize the sender and respond.
A worked example (illustrative)
This scenario is invented. A firm uploads its logo and two brand colors. It sets a sub-domain it already owns for client-facing links, and asks its IT contact to add the records needed for emails to be sent from its own address. It rewrites the invitation to match how it writes to clients: short, warm and clear. Before launch, three staff members receive test invitations and complete a survey. One notices the footer still carries a generic line, and the firm changes it. The first real invitations go out a few days later, and clients recognize them.
Practical points
Some branding steps need technical help, especially setting up a domain and email so that messages are delivered reliably. Plan time for that, and involve whoever manages your domain. Keep your wording simple and consistent with how you write elsewhere. And check what is not branded: if some elements carry another name, tell clients who is behind them, so nothing comes as a surprise.
Limits
Branding changes appearance, not responsibility. The product remains a Swanson Reed product, and terms about use of names, marks and wording are agreed with Swanson Reed. Partners should not present themselves as insurers or promise outcomes. Branding options are proposals until Swanson Reed confirms them.
Integrations, review tiers and partner pricing are proposals until confirmed by Swanson Reed.
A branding checklist
- Logo files in the formats requested, with clear space around them.
- Brand colors, with their exact values.
- A domain or sub-domain you control, and someone who can change its settings.
- Approved wording for invitations, reminders and footers.
- A named person who approves the preview before launch.
- A plan for what to tell clients when the first invitation arrives.
Email deliverability
Branded emails are only useful if they arrive. Sending from your own domain usually requires settings that tell mail services the messages are genuine. If these are missing or wrong, messages may land in junk folders, which defeats the purpose. Ask whoever looks after your domain to help, and test with a few addresses on different services before sending to clients. We can describe what is typically needed, and the exact steps are confirmed with Swanson Reed.
Keeping brand and compliance together
Branding gives you control of appearance, but you remain responsible for what your messages say. Avoid wording that promises a credit, suggests guaranteed outcomes or describes anything as insurance. Keep the disclaimers that explain that drafts are for review by a licensed professional. If in doubt, ask your adviser to read your standard wording once, and then reuse it.
Consistency beyond the product
Branding the product is easier when the rest of your communications already have a clear voice. If your website, engagement letters and invoices look and sound one way, the documentation emails should match. If they do not, this is a good prompt to tidy up. Clients notice inconsistency, and it can undermine the sense that the service is a natural part of your practice. A short style note, listing your name, tone and sign-off, saves a lot of discussion when you set up the wording.
Things clients may ask about the branded service
Have honest answers ready. Terms are confirmed with Swanson Reed.
- Who is behind the software, and where is my information kept?
- Who at your firm will see my answers?
- What happens to my records if I stop using the service?
- Who do I contact if something does not work?
Branding questions
Can clients tell it is not our own software?
That depends on what is branded. Ask Swanson Reed what is and is not changeable, and be open with clients if asked.
Do we need our own domain?
It helps. Some options may work without one, which Swanson Reed can confirm.
Can we change the wording of emails?
That is the intention. Details are confirmed with Swanson Reed.
How much does branding cost?
Contact us for pricing. Partner pricing is a proposal until confirmed with Swanson Reed.
Keep exploring
How White-Label TaxTrex Works
Surveys, interviews, evidence, accounting sync and review in white-label TaxTrex.
Learn moreWays to Embed TaxTrex
Two ways to put white-label TaxTrex inside your own system: an embedded portal or an API.
Learn moreSelf-Managed R&D Documentation
The tools clients in white-label TaxTrex use to document their own R&D through the year.
Learn morePartner Console
One dashboard for all your clients: onboarding, roles, usage and billing, plus a creditARMOR tab.
Learn morePlease note: Estimates and drafts are prepared by software for review by a licensed CPA or enrolled agent. This is not tax advice.
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