White-label HaraPro. Control features per client from one dashboard. Earn 15–25% recurring revenue share on every client you bring.
They run 3–10 entities. They have a revocable trust, a pour-over will, two POAs, and three advance directives. They own rental property, a brokerage account, a Solo 401(k), and a defined benefit plan.
You are managing all of it in spreadsheets. You reconcile their books monthly, prepare their returns annually, and field 40 emails a year asking "where does this transaction go?"
They don't need a $50K/year family office. They need someone — you — with a platform that can keep up.
Your domain. Your logo. Your colors. Clients sign in at app.yourfirm.com. HaraPro is invisible.
Enable or disable any feature for any client from your dashboard. Estate planning for HNW, books-only for freelancers. No "upgrade the whole tier" conversations.
Provision 20 clients in 5 minutes. Tenant switching, consolidated advisor dashboard, role-based access (owner, admin, member, viewer).
Client-facing one-pagers, onboarding videos, email templates — all co-branded with your firm. Ready to send.
(Elite tier) Direct line to the HaraPro team. Feature requests prioritized. Product questions answered in hours, not days.
Consolidated P&L across a client's entities. Tax scenario comparisons. Estate document audit. CPA export in your template. Every client document stored in a versioned File Vault — no more chasing signed PDFs in email threads.
The more clients you bring, the more you earn. No caps.
Move the sliders. See what you'd earn.
From application to launch in one week.
5-minute form. Tell us about your practice, your typical client profile, and your target volume.
45-minute call with your partner success manager. Configure your white-label, tenant structure, and rev share terms.
Bulk-import your client roster. Set per-client feature matrices. Test logins.
Send your first co-branded onboarding email. Clients are up and running by week two.
Both tiers include unlimited client tenants. Pick based on your firm size and needs.
For independent CPAs, wealth advisors, and small firms.
For RIAs, multi-family offices, and multi-location firms.
Yes. Apply for the Partner Program and we'll provision a sandbox tenant within 24 hours. You test it on your own books first — no commitment.
Rev share continues only while the client is paying. You keep what you earned through the cancellation date.
Yes. Our onboarding team handles bulk imports from QuickBooks Online, QuickBooks Desktop, Xero, and Wave. Typical migration is 3–5 business days per client.
No. With white-label, every client-facing touchpoint — domain, logo, email, support — is your firm's. HaraPro is invisible.
11 types: Revocable and Irrevocable Trusts, Pour-Over and Simple Wills, Durable POA, Health Care Surrogate, HIPAA Authorization, Living Will, DNR/POLST, Funeral/Disposition, Personal Property Memorandum.
HaraPro bills your clients directly at the subscription rate. We calculate your rev share monthly and pay it out on the 5th of the following month via ACH or wire.
Yes. Upgrades happen through your partner dashboard with per-client feature toggles. Your rev share applies to the new higher amount automatically.
Apply in 5 minutes. Get a sandbox tenant in 24 hours. Launch in 7 days.
Apply for Partner Program → See Full Pricing →