Annual White Label capacity

One firm enrollment automatically covers all active Standard-enabled clients; Essentials clients do not count or receive White Label or Standard features. The fee is prepaid annually, separate from Essentials and monthly Standard upgrades. These annual rates are separate from monthly Standard upgrade charges; the term and cancellation rules appear below. Payment begins the annual term, regardless of client activity or use.

A professional with zero Standard clients may prepay the 0–10 tier, but no Essentials client gains Standard access. When an enrolled firm upgrades another client to Standard, show the client’s monthly Standard charge and any remaining-term prorated White Label capacity increase together before confirmation. Confirming that upgrade authorizes both charges; declining leaves the client on Essentials. Above 50 Standard clients, each additional client adds $40 per year to White Label, prorated for the remaining term. The monthly calculators show this annual prepayment separately when White Label is selected and model the original first-year widgets-and-websites bonus separately.

Annual license term: The 12-month White Label term starts when the professional purchases the annual enrollment, even with zero Standard clients. Purchasing creates firm eligibility, not Standard entitlements for Essentials clients. Non-use or having no Standard client does not delay the term or trigger a refund. The same annual capacity fee covers either a CatSimba-hosted branded subdomain or a custom-domain White Label experience. The professional supplies or pays for its domain registration; unusual migration or concierge setup work, if offered, must be separately quoted and approved before work begins. Voluntary cancellation stops the next renewal; White Label remains available through the paid term, with no partial refund solely for voluntary cancellation or non-use. If CatSimba cannot provide the paid service, refund the unused portion. Give at least 30 days’ notice of the renewal amount and a clear way to stop renewal. If all clients later return to Essentials, their White Label access stops while the paid firm term continues; any lower capacity tier applies at the next renewal.

10 retained clients, all 10 Standard-enabled

This subtotal excludes branded-widget license charges on Starter ($5 each per month), White Label or managed branding available only to Standard clients, Bank Connectivity and other optional charges. If White Label is purchased for this firm with 10 Standard clients, the separate annual fee is $625; its 12-month term begins at purchase whether or not the firm uses the service.

Your technology. Your client relationship. Your brand.

Other products offer custom branding or white-label capabilities; CatSimba does not claim to be the only white-label bookkeeping software. CatSimba is designed so professionals can selectively package client-facing technology and workflows into their own service offerings. The professional decides what to offer, how to bundle it, and what to charge the client, creating opportunities for additional recurring revenue streams. A professional-branded business-client widget can carry AI Chat, Live Chat, W-9/Vendor Compliance, Pay Me and the firm’s own call to action, subject to availability and plan terms. Neither leads nor revenue are guaranteed.