← All featuresFeature 10 / 17

White-label setup

White-Label Branding Controls

Branding controls let you present the audit workflow, reports, and client handoff under your firm identity.

Problem

The problem: vendor branding weakens the client relationship

You 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 your firm, you have to explain the tool instead of discussing the audit.

Solution

The solution: audit surfaces branded as your own

CAMAudit lets you configure the client-facing workspace, report delivery, and supporting materials around your firm brand. The audit infrastructure stays behind the scenes while you own the client experience.

Proof points

What this feature gives your firm

Client-facing audit surfaces can carry your brand.

Reports and delivery materials reinforce the firm relationship.

Branding works with review controls so nothing is published before your approval.

The feature supports CPA, advisory, tenant rep, and audit firm delivery models.

Workflow

How branding controls works

01

Set up the firm identity

Add your firm name, logo, and brand settings used in client-facing delivery.

02

Apply branding to the workflow

Use the same brand context across intake, review, reporting, and delivery touchpoints.

03

Deliver under your brand

Publish reviewed work in a way that keeps your client relationship at the center.

FAQ

Questions about branding controls

Does white-label branding replace your review?

No. Branding controls shape the client experience. You still review findings, reports, and drafts before anything is delivered.

Why does branding need its own feature page?

Branding is part of the product workflow, not just a cosmetic setting. It affects intake trust, report delivery, client communication, and how your firm is positioned.

Next step

See how the full white-label platform fits together.