White-label setup
Branding controls let partners present the audit workflow, reports, and client handoff under the firm identity.
Problem
Partners do not want clients wondering why a separate software vendor is handling sensitive lease and recovery work. If the portal, report, or follow-up materials look disconnected from the firm, the partner has to explain the tool instead of discussing the audit.
Solution
CAMAudit lets partners configure the client-facing workspace, report delivery, and supporting materials around the firm brand. The audit infrastructure stays behind the scenes while the partner owns the client experience.
Proof points
Client-facing audit surfaces can carry the partner brand.
Reports and delivery materials reinforce the firm relationship.
Branding works with review controls so nothing is published before partner approval.
The feature supports CPA, advisory, tenant rep, and audit firm delivery models.
Workflow
01
Add the partner name, logo, and brand settings used in client-facing delivery.
02
Use the same brand context across intake, review, reporting, and delivery touchpoints.
03
Publish reviewed work in a way that keeps the partner relationship at the center.
Related feature pages
A branded partner workspace keeps lease collection, reconciliation upload, audit status, and client delivery in one place.
Partners control what clients see, when reports are published, and how findings are positioned.
Partners publish client-facing audit packages that carry their own brand and explain the recovery case.
Related guides and tools
FAQ
No. Branding controls shape the client experience. Partners still review findings, reports, and drafts before anything is delivered.
Branding is part of the product workflow, not just a cosmetic setting. It affects intake trust, report delivery, client communication, and partner positioning.
Next step
