Use case · Firm owners who want their name on the tools

Rebrand SpidNums as your own platform

Every third-party tool a firm puts in front of clients spends the firm's credibility on someone else's logo. Clients ask what "that other company" is, and the firm's carefully built brand stops at the invoice. Where white-label exists elsewhere, it usually sits behind an enterprise pricing call.

Canadian accounting professionals — Rebrand SpidNums as your own platform

Firms rebrand SpidNums as their own platform by setting their name, logo, colours, tagline, letterhead, and email display name — then running the product on their own domain or an instant firm subdomain. Clients see the firm's brand on the portal, on engagement letters, and on every email. White-label is part of the one flat plan, not an enterprise tier.

Updated July 2026

How firms run it, step by step

  1. Set the brand

    Firm name, logo, colours, and tagline apply across the app and portal; the letterhead and email display name carry the brand into documents and inboxes.

    White-label

  2. Choose the domain

    Use the firm's own domain, or start on an instant subdomain like yourfirm.spidnums.app while DNS is being arranged.

    White-label

  3. Brand the email channel

    Client email leaves through the firm's configured transport with a branded HTML template and the firm's display name. A test send checks it before clients see anything.

    Email integration

  4. Send a branded engagement letter

    Engagement letters carry the firm's branding through to the client-facing letter page, so even e-signing happens under the firm's name.

    Engagement Letters

  5. Invite clients into the branded portal

    Portal invites, sign-in, and the client's dashboard all render the firm's brand — the vendor stays out of the client's line of sight.

    Client portal

White-label

Email integration

Engagement Letters

Client portal

Frequently asked questions

What can be branded in SpidNums?

Firm name, logo, colours, tagline, letterhead, and the email display name — applied across the app, the client portal, engagement letters, and outgoing email. The domain can be the firm's own, or an instant subdomain under spidnums.app.

Does white-label cost extra?

No. SpidNums is one plan at USD $1,200 per firm per year with everything included — white-label branding and custom domains are part of it, not an enterprise tier. Unlimited clients and team members sit on the same flat price.

Do clients ever see the SpidNums name?

On a custom domain with the firm's branding applied, client-facing surfaces carry the firm's name, logo, and colours. If the firm uses the instant spidnums.app subdomain, the vendor name remains visible in the address bar until a custom domain is set up.

See this workflow with your own client list in it.

A tailored demo walks the exact steps above with your services and deadlines.