White Label Portal

Make your Portal, login, emails and mobile experience feel like one continuous extension of your business.

Use your custom domain, logo, colors and login design across the Client journey. Extend the brand into mobile access and Client-facing communications so the platform stays in the background while your business stays in view.

In one branded journeyPortal · Files · Client work

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Owner shows matching Accomplished CPAs branding on a phone, computer, and office sign

Impress potential clients with a cohesive, branded experience from their very first login. Customize your login screen with branding, slideshows, announcements or quotes, then review how those choices appear to Clients and Staff.

Completely customize the Login Screen with your own branding and enhance the experience with photos, announcements, favorite quotes, etc.

Brand the Portal with your logo, colors, URL and login design. Review the Client-facing experience during setup.

Create branded QR codes and update their destinations after printing. QR Code Manager requires branding access.

Fully rebrand your SuiteDash Portal to match your Company’s brand styling

Wow your potential Clients when they log in for the first time via your fully-branded login page

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Fully Branded Custom URL

Stand out from your competition with a fully branded Custom Login Page & Custom URL. Configure the Custom URL and check that its SSL certificate is active before directing Clients and Staff to the Portal.

Use a configured custom domain or subdomain as the URL for your Portal

Client-facing Portal links use your configured Custom URL

SuiteDash provisions SSL for a correctly configured Custom URL. Confirm the certificate is active before inviting users.

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Installable Branded Web App (PWA)

After you configure your Custom URL and Login page and upload an App Icon, Clients and Staff can install a branded Progressive Web App (PWA) on supported devices. It is not a native app-store listing. See the setup steps.

Use the installed branded PWA to access your Portal on a mobile device.

Configure the Custom URL and Login page before asking users to install the PWA.

Upload an App Icon so the installed PWA shows your brand on supported devices.

Test installation, sign-in and Client permissions on the devices your users have.

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Intuitive Branding Options

Choose menu colors, text, buttons and logos to reflect your brand. Start with a template, then review the Client experience and refine it.

The menu colors, text colors, buttons, and logo of the platform is customizable using the intuitive menu

Use color pickers and image uploads to tailor the logged-in environment to your brand.

Several pre-made color schemes are included to get you started

Custom CSS & Advanced Options are also available for customization for advanced users

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Branded Email Notifications

Choose your email logo, colors, footer and social links to reflect your brand. Configure your sender, logo, colors and footer, then test a supported email. Delivery depends on your sending setup and recipients.

Customize supported email branding elements, including the logo, colors, footer and social links.

Verify your sending domain or connect a supported sending method, then test delivery to your own inbox.

Edit supported email templates while preserving required login and workflow placeholders.

Configure the sender details and branding your Clients will see in supported notifications.

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White Label Loading Animations

Customize the loader with your logo or select from animated presets. Choose from various animation options and easily customize the colors used ensuring a seamless and branded user experience.

Use your own logo or a custom icon the loading animation, or choose from a variety of animated presets

Optionally enable a custom “Loading Bar” across the top and even customize the colors/gradients

Control the background color and opacity, and type of animation (fade, slide, grow, etc.)

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White Label QR Codes

Easily incorporate your White Label QR Codes into ads, brochures, business cards, product packaging, and more for a seamless brand experience.

You can upload and integrate your company logo or icon, customize all QR Code colors to tailor the QR code’s color scheme to seamlessly match your brand identity, creating a visually cohesive experience.

Generate QR codes for Landing Pages and test the destination before using them in print or digital materials.

This QR Code can be incorporated into a wide range of marketing materials, including: advertisements (print and digital), flyers and brochures, business cards and handouts, product packaging, videos displayed at trade shows or conferences, or billboards and signage.

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Translate and tailor Portal terms

Load an official translation set, then review and edit the terms your Clients and Staff will see.

Choose from a growing list of “Official Translator” language packs created by SuiteMates

Load an available translation set, then review the terms used in your account

Customize and override any translated term to suit your specific needs

Edit and save terms that need your preferred wording

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So far it has been an exceptional experience. They are extremely helpful and extremely responsive to everything I send them. The product is doing exactly what I want it to do and with the projected updates are highly anticipated.

~ Nafiur R. via Capterra

White Label Portal

Make your Portal, login, emails and mobile experience feel like one continuous extension of your business.

Use your custom domain, logo, colors and login design across the Client journey. Extend the brand into mobile access and Client-facing communications so the platform stays in the background while your business stays in view.

Impress potential clients with a cohesive, branded experience from their very first login. Customize your login screen with branding, slideshows, announcements or quotes, then review how those choices appear to Clients and Staff.

Fully Branded Custom URL

Stand out from your competition with a fully branded Custom Login Page & Custom URL. Configure the Custom URL and check that its SSL certificate is active before directing Clients and Staff to the Portal.

Installable Branded Web App (PWA)

After you configure your Custom URL and Login page and upload an App Icon, Clients and Staff can install a branded Progressive Web App (PWA) on supported devices. It is not a native app-store listing. See the setup steps.

Intuitive Branding Options

Choose menu colors, text, buttons and logos to reflect your brand. Start with a template, then review the Client experience and refine it.

Branded Email Notifications

Choose your email logo, colors, footer and social links to reflect your brand. Configure your sender, logo, colors and footer, then test a supported email. Delivery depends on your sending setup and recipients.

White Label Loading Animations

Customize the loader with your logo or select from animated presets. Choose from various animation options and easily customize the colors used ensuring a seamless and branded user experience.

White Label QR Codes

Easily incorporate your White Label QR Codes into ads, brochures, business cards, product packaging, and more for a seamless brand experience.

Translate and tailor Portal terms

Load an official translation set, then review and edit the terms your Clients and Staff will see.

Connect client work across CRM, onboarding, portal access, proposals and billing. Choose the workflows you configure and the plan or optional Power-Ups you need. Every plan includes unlimited Clients and Staff.

Jump anywhere.

White Label Portal

Make your Portal, login, emails and mobile experience feel like one continuous extension of your business.

Use your custom domain, logo, colors and login design across the Client journey. Extend the brand into mobile access and Client-facing communications so the platform stays in the background while your business stays in view.

Fully Branded Login Page

Impress potential clients with a cohesive, branded experience from their very first login. Customize your login screen with branding, slideshows, announcements or quotes, then review how those choices appear to Clients and Staff.

Fully Branded Custom URL

Stand out from your competition with a fully branded Custom Login Page & Custom URL. Configure the Custom URL and check that its SSL certificate is active before directing Clients and Staff to the Portal.

Installable Branded Web App (PWA)

After you configure your Custom URL and Login page and upload an App Icon, Clients and Staff can install a branded Progressive Web App (PWA) on supported devices. It is not a native app-store listing. See the setup steps.

Intuitive Branding Options

Choose menu colors, text, buttons and logos to reflect your brand. Start with a template, then review the Client experience and refine it.

Branded Email Notifications

Choose your email logo, colors, footer and social links to reflect your brand. Configure your sender, logo, colors and footer, then test a supported email. Delivery depends on your sending setup and recipients.

White Label Loading Animations

Customize the loader with your logo or select from animated presets. Choose from various animation options and easily customize the colors used ensuring a seamless and branded user experience.

White Label QR Codes

Easily incorporate your White Label QR Codes into ads, brochures, business cards, product packaging, and more for a seamless brand experience.

Translate and tailor Portal terms

Load an official translation set, then review and edit the terms your Clients and Staff will see.

Connect client work across CRM, onboarding, portal access, proposals and billing. Choose the workflows you configure and the plan or optional Power-Ups you need. Every plan includes unlimited Clients and Staff.