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// WHITE LABEL

YOUR PRACTICE.YOUR CLIENT EXPERIENCE.OUR ENGINE.

Clients see your name on the portal, the invitation and the report. A registered SARS tax practitioner at your practice still reviews and signs off every return.

Ask about white label → Book a walkthrough
YOUR PRACTICE NAMEClient portalDocumentsMessages Preview
AaWelcome backYour branded client experience, powered by the OptiTax engine.Your brand
✓Accent colour, practice identity, portal backgroundSet once, carried to the portal, invitations, email and document covers.Yours
✍Sign-offStill your registered practitioner, whatever the portal looks like.Required
// WHAT CARRIES YOUR BRAND

Everything the client sees, in your name

Aa

Client portal

Login screen, colours and practice name are your own. Clients never see a third-party product name in their day to day use.

↗

Invitations and email

Client invitations, reminders and notifications go out with your practice's sender name and identity, not a generic one.

▤

Reports and document covers

Gap reports and working documents carry your practice's letterhead, not ours, when handed to a client.

// WHAT DOES NOT CHANGE

White label changes what clients see, not who approves it

Filing requires a registered SARS tax practitioner and a recognised controlling body. SARS has no public e-filing API. White-labelling the client experience does not remove that step, and OptiTax does not claim to file returns automatically under any branding.

✍

Your practitioner signs

The person whose registration is on file with SARS is the person who reviews and signs off, whatever the portal looks like.

⚙

Same engine underneath

Document reading, rule matching and gap detection are shared across every white label practice, so quality does not vary by brand.

ⓘWhite label pricing is still being finalised. The enquiry form asks, records the practice and a person comes back to you; it does not quote a number the billing cannot honour.

// WHAT IT COULD LOOK LIKE

Six directions, none of them ours

White label is not a logo swap. The whole front can carry your practice's own character. These are directions rather than templates, each one a real palette rather than a picture of one. The names are invented for the purpose of showing them.

MT Meridian Tax
The conservative one Navy, generous white space, a serif for figures. Reads as an established firm and ages slowly. Illustrative name
KA Kestrel Advisory
The quiet modern one Deep green, a single accent, big type and very little chrome. Closest to the OptiTax house style. Illustrative name
RV Rowan & Vale
The warm one Warm neutrals and a soft serif. Suits a practice whose pitch is the relationship rather than the software. Illustrative name
NF Northgate Fiscal
The monochrome one Near black on off white with one restrained accent. The most confident, and the least forgiving of weak copy. Illustrative name
AA Aloe Accounting
The friendly one Brighter green, rounded corners, plain language. Aimed at sole traders rather than corporates. Illustrative name
HP Halberd Partners
The distinctive one A colour nobody else in tax is using. Highest recall, and the biggest commitment. Illustrative name
// TRY IT ON

Put your practice on the front of it

Pick a colour, type your name, drop your logo in. The three things a client actually meets repaint as you go: the screen they sign in on, the dashboard header they live in, and the message that arrives on their phone. Nothing here is a picture of a product, it is the product's own layout.

// YOUR BRAND
or any colour you like
Drop your logo hereor click to choose a file

Your logo never leaves this page. It is read in your browser to draw the preview and is not uploaded, stored or sent anywhere.

Live today the practice name, the colour and the name your emails come from are settings on your practice. The logo is fitted by Green Kow during onboarding rather than uploaded by you, so this preview shows the result, not a button that exists yet.

What your client signs in on
The dashboard they live in
Meridian Tax DocumentsBankReview
4 slips read and filed this weekDone
1 bank line with nothing matched to itWaiting
Signed off by your registered practitionerRequired
The message on their phone

The engine underneath is the same one on every other page of this site, and the sign-off is still your registered practitioner. White label changes what a client sees, never who is responsible for the return.

Want one of these built, or something else entirely? The design is done by Green Kow. Email Green Kow
For accountantsWhat the practice console doesPricingWhat white label sits alongside
// READY TO TALK WHITE LABEL

YOUR COLOURS, YOUR NAME,IN THE PORTAL

Bring your logo and brand colours to the walkthrough and we will show them in the portal.

Ask about white label → See pricing