White-Label Accounting for CPA Firms
Scale Without the Overhead. Serve More Clients. Stay in Control.

What We Do:
We provide discreet, professional white-label accounting services to CPA and accounting firms across Canada and the U.S. You retain client ownership, branding, and communication — we work behind the scenes to deliver high-quality bookkeeping, tax, payroll, and cleanup services under your name. Our flexible solutions are tailored to meet the unique needs of your firm, whether you require ongoing support or help with seasonal workload surges. By utilizing our services, you can focus on building client relationships and expanding your practice, while we handle the time-consuming tasks with precision and confidentiality.
How We Do It:
Our white-label program is powered by a senior team of experienced professionals who understand deadlines, confidentiality, and accuracy. We adapt to your systems (QBO, Xero, CaseWare, TaxCycle, Drake, etc.) and your workflow preferences — whether you need us full-time, part-time, or on a project basis.
Services include:
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Monthly/Quarterly Bookkeeping
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Year-End Working Papers
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Corporate & Personal Tax Prep (T1, T2, 1040, 1120, etc.)
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Payroll, T4s, 1099s, W2s
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Sales Tax Returns (GST/HST, PST, State-level)
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Catch-up/Cleanup Projects
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CFO-level Advisory (on demand)


How It Helps Your Firm:
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Expand service capacity without hiring or managing staff
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Eliminate burnout during tax season with a reliable backend team
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Deliver consistent, high-quality work with fast turnaround times
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Reduce operational costs and increase margins
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Grow your firm confidently without worrying about delivery risk
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Leverage advanced technology and tools without additional investment
Stay ahead in your industry by accessing cutting-edge technology and tools without the need for costly investments. By partnering with a modern backend team, you can utilize advanced software and processes that enhance efficiency, accuracy, and scalability, enabling you to deliver top-notch results to your clients with ease.
Examples of Impact:
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A NY-based CPA firm scaled from 40 to 75 clients in 18 months using our backend support — without hiring a single new full-time employee.
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A Toronto-based virtual firm reduced turnaround times for bookkeeping from 14 days to 4 days with our ongoing monthly white-label workflow.
Why CPAs Trust Us:
“Trust Planet is not just a vendor — they’re our extended team. We’ve built trust through consistent, clean work delivered on time, every time.”
— Managing Partner, CPA Firm (Vancouver)
“Our margin per client went up by 22% once we offloaded bookkeeping and payroll to Trust Planet. I wish we had done it earlier.”
— Partner, Small Practice (New Jersey)
“They follow our workflow, our quality controls, and always respect client boundaries. It’s true white-label.”
— Owner, Boutique Tax Firm (New York)
Try Us Risk-Free
We believe in earning your trust, not asking for it. That’s why we offer:
✅ 1 Month of Complimentary Service for qualified new clients
✅ Free Audit of Your Last 3 Months of Books
No pressure, no obligation. Just clarity!
Let’s Scale Together.
🗓️ Book a call to explore partnership. Let us show you what elite backend support looks like — from one CPA firm to another.