What is white-label bookkeeping?
Your clients, your templates, our team behind the file.
A practice that white-labels bookkeeping is solving a capacity problem without disturbing the thing that actually keeps the client: the relationship itself. The client engaged your firm, gets your engagement letter, calls your office, and sees your firm's name on every file — none of that changes. What changes is who's reconciling the bank feed and closing the ledger behind your practice's own review point each month, formatted to your firm's own chart-of-accounts standard rather than whatever a new hire would default to.
For this to work, it has to be invisible to the client and fully visible to you. Invisible to the client means the trial balance, the reconciled ledger, and the month-end package go out under your firm's own branding and formatting, never ours. Fully visible to you means you get the working file — not a locked PDF summary — so your review is a check against the actual file, not a leap of faith on a number someone else calculated.
Who does what
| Your CapEasy team | White-label bookkeeping, the reconciliations and reporting behind it, and the questions list that keeps it honest. |
| Your registered BAS or tax agent | Everything that carries a licence in Australia — rendered exactly as written: work out what goes on your bas, or advise you on it — under tasa 2009 that requires registration we do not hold. |
| You | One conversation with one named person, and the decisions that are genuinely yours. |
White-label bookkeeping in Australia
Outsourcing bookkeeping to us is a decision the TPB expects registered agents to manage deliberately, with published guidance behind it
The Tax Practitioners Board's information sheet on outsourcing and offshoring (TPB(I) 33/2013) sets out what a registered tax or BAS agent needs in place when engaging a third party to help deliver client work: appropriate supervision and control, quality checks before work reaches the client, and confidentiality and data-security arrangements with the provider. We build the engagement to match that expectation — a defined review checkpoint your firm runs, and a written confidentiality agreement in place before any file transfers — so the arrangement is one your practice can describe plainly if it's ever asked about.
Confidentiality of client information sits in the Code of Professional Conduct itself, and it doesn't lift because someone else did the typing
The Code of Professional Conduct under TASA 2009 s.30-10 requires a registered agent to keep client information confidential, and that obligation attaches to the agent regardless of who actually performed the underlying work. We're bound by the same confidentiality standard through our written agreement with your firm, which is what lets your practice keep the obligation intact even though the reconciliation itself happened on our side.
Sending client files to an overseas team is a Privacy Act question, not just a TPB one, if personal information is involved
Where a client file contains personal information and work happens offshore, Australian Privacy Principle 8 requires your firm, as the entity holding that data, to take reasonable steps to ensure the overseas recipient doesn't handle it in a way that would breach the APPs — or to have client consent for the disclosure. We tell you plainly where the work is performed, and our data-handling terms are built to support whichever basis — reasonable-steps or consent — your firm chooses to rely on.
Whether client consent needs to be specific or general is your firm's call, documented on your own engagement paperwork
Neither the TPB guidance nor the Code prescribes one fixed form of client notification for outsourcing — some practices disclose it generally in their engagement letter, others seek specific consent per client. That language and that call stay with your firm — it's a decision your firm makes and records in its own client-facing documentation.
What your registered BAS or tax agent receives from us
- Monthly (or your defined cadence) working files reconciled and formatted to your firm's own chart-of-accounts standard
- A month-end package built for your review point — trial balance, reconciled ledger, and a change log against the prior close
- Full working-file access on your side at all times, not a locked summary
- A signed confidentiality and data-handling agreement in place before the first client file transfers, addressing the TPB's outsourcing expectations
- A named point of contact and a documented backup, so a single staff absence never stalls your review deadline
- Client-facing deliverables carrying your firm's branding and formatting exclusively
