LAUNCH YOUR BIZ PORTAL
A White-Label Platform for Advisory Firms
Eco-Fyle’s White-Label Partner Program gives you the tools, technology, and back-office support to deliver business services under your own brand — without new systems, added staff, or overhead.
Custom-Branded Platform
Offer business formation and compliance services under your firm’s name and logo via a fully branded, customizable portal.
Build client trust under your brand.
All-in-One Dashboard
Manage clients, orders, and filings from one secure dashboard, with a dedicated U.S.-based team supporting every step.
Manage clients and filings — all in one place.
Revenue-Ready Model
Grow revenue with every filing. Set your prices, track performance, and maintain full control over your margins.
Increase revenue without extra staff.
Why partner with us
Eco-Fyle gives accounting and advisory firms the technology and fulfillment power to deliver business formation and compliance services under their own brand.
Branded Client Portal
Launch a fully white-labeled portal under your firm’s name with custom colors, logos, and client-facing pages.
Client & Order Management
Track clients, filings, and orders in one organized dashboard — accessible to you and your team.
Flexible Payment & Pricing Controls
Set retail pricing, apply markups, send payment links, and manage invoices — all under your firm’s branding.
Commission & Performance Tracking
Monitor sales, commissions, and referral performance with real-time charts and detailed order data.
Compliance Monitoring
Stay ahead of deadlines with automated tracking for annual reports, renewals, and filings.
Team Access & Permissions
Add staff members, assign roles, and manage internal access within your branded portal.
Secure Document Storage
Store and retrieve filings, reports, and certificates safely — anytime, from any device.
Expert Support at Every Step
Complete Service Catalog
Offer formations, EINs, annual reports, registered agent services, and more — all instantly available under your brand.
Back-Office Fulfillment
Our team processes filings while automated alerts, renewals, and reminders keep your clients compliant.
Dedicated Partner Support
Onboarding, training, and live U.S.-based support ensure you and your clients always have help when you need it.
FAQ
It’s a turnkey solution that lets your firm offer business formation and compliance services under your own brand. We provide the technology, automation, and fulfillment — you provide the client relationship.
You can expand your services to include company formations, EINs, annual reports, and other compliance filings — all fulfilled behind the scenes while clients interact only with your brand.
No. There’s no upfront fee to get started. You simply pay as you place orders for your clients.
It’s ideal for accountants, bookkeepers, tax professionals, legal and business advisors who want to expand their service offerings without adding extra staff or overhead.
You’ll have a dedicated partner support team to back you up, plus access to resources right in your dashboard—so you always have expert help when you need it.
Most reseller programs simply give you discounted pricing—but your clients never see your brand, and you still handle everything manually.
Eco-Fyle White-Label is different. It gives you a fully branded platform, automation tools, and live support so you can serve clients under your own name while we handle the fulfillment behind the scenes.
Traditional Reseller Program
- Provider stays invisible → Filings go out without the provider’s branding, but you don’t get your own branded platform.
- No client portal → Clients can’t log in to place orders or track progress; everything flows through the partner manually.
- Ongoing manual work → Partners must manage reminders, compliance tasks, and client communications without automation.
- Limited support → Partners must handle client updates and fulfillment communications themselves.
- Discount-driven → Value comes mainly from wholesale pricing, with limited control over margins or growth tools.
Eco-fyle White-label Solution
- A branded platform → Full client-facing portal under your firm’s name, logo, and domain.
- Connected dashboards → Partner and client dashboards sync in real time for order placement, tracking, and updates.
- Automation built in → Reminders, compliance alerts, and branded emails go out automatically—no manual follow-up needed.
- Built to scale → Grow your client base without adding staff thanks to automated workflows, client self-service, and back-office fulfillment.
- Flexible pricing power → Set your own margins and keep revenue in your hands—value comes from control, not just wholesale discounts.
Explore the Partner Platform for your firm.
Schedule a demo to see how setup, branding, and fulfillment come together inside the Eco-Fyle Partner Portal. Our team will guide you through the entire process — from onboarding to your first client order.
How It Works
1. Connect With Us. Schedule a quick demo to see how the white-label platform works and explore how it fits your firm.
2. Get Set Up With Support. We’ll walk you through onboarding and branding so your portal reflects your firm and is ready to manage filings under your name.
3. Add Clients & Place Orders. Invite clients, enter their details, and start managing filings — all from your branded dashboard.
4. Start Serving & Growing. We handle fulfillment and updates while you focus on client relationships and new opportunities to scale.