White Label Checklist Software

Run checklists under your brand. Clients see your logo — not ours.

CheckFlow’s white-label features let agencies, MSPs, consultants, and franchise operators deliver branded checklists to clients and locations under their own identity. Custom logo. Custom subdomain. No CheckFlow branding visible anywhere your clients look.

Share a branded checklist link with a client and they see your company name, your logo, and your URL — completing their steps without creating an account or ever knowing which platform is running the process behind the scenes. It looks like your tool, because it is your tool.

5stars

“We use CheckFlow to run our client onboarding under our own brand. Clients have no idea it’s a third-party tool.”

- Agency Operations Director, CheckFlow customer

5stars

“The best piece of software we use in our department”

Sound Familiar?

When you deliver a client-facing process using a generic third-party tool, your client sees their tool — not yours. They know which software you’re using. They can price-compare. And every touchpoint reinforces a vendor brand instead of yours. For agencies, MSPs, consultants, and franchise operators, that matters.

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Third-party branding is visible to your clients

Your client logs into a checklist and sees someone else’s logo at the top. That undermines your position as the expert delivering the service — and tells them exactly which tool they could buy directly to cut you out.

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Building your own tool isn’t realistic

A branded checklist tool that feels like proprietary software takes months to build and an engineering team to maintain. For most agencies and service firms, that’s not a realistic option — and they’re left choosing between exposing a vendor or running processes manually.

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Per-seat pricing destroys resale margins

Tools that charge per client seat make the economics of resale unworkable. The moment you add a new client, your cost scales linearly. Predictable, flat-rate pricing is what makes white-label resale economically viable.

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Incomplete white-labelling leaks your vendor

Some tools offer a logo upload and call it white-label — but the browser domain still shows the vendor’s URL, the security certificate shows their name, and email notifications come from their domain. Tallyfy, for example, formally documents that complete white-labelling is not feasible due to technical constraints. Real white-labelling means clients see your identity everywhere.

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Clients have to create an account just to complete a task

Asking a client to sign up for a third-party account — just to complete an intake form or confirm an approval — creates friction, exposes the underlying vendor, and degrades the professional experience you’re trying to deliver.

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Inconsistency across franchise locations

Franchise operations without a standardised, branded process tool rely on inconsistent local implementations. Poor quality control costs franchise networks 15–20% of sales revenue. A branded checklist system that every location uses the same way is the mechanism that maintains the standard.

How CheckFlow’s White-Label Features Work

Your brand. One link. No vendor visible.

1

Set up your branded workspace

Upload your logo and favicon, configure your custom subdomain (e.g., youragency.checkflow.io), and set your brand colours. These settings apply across every checklist you share with clients — so from the moment a client opens their link, they see your identity.

2

Build your client-facing checklists

Build your client onboarding, approval, or review checklists in CheckFlow’s template designer. Assign internal tasks to your team and client-facing tasks to your clients. Set up conditional logic, due dates, and automated reminders. The workflow is yours — CheckFlow runs the infrastructure behind it.

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Share a branded link — clients complete their tasks without signing up

Mark any checklist as shared and CheckFlow generates a unique, branded link. Send it to your client and they open a checklist with your logo, your subdomain, and your company name at the top. They complete their tasks, upload documents, confirm approvals — without creating an account or logging in. You monitor progress in real time from your CheckFlow dashboard.

Everything You Need to Deliver Under Your Brand

CheckFlow’s white-label features go beyond a logo upload. Every client-facing touchpoint — the URL, the favicon, the checklist interface, the notification sender name — reflects your brand, not ours. And the economics work: flat-rate per-user pricing means your resale margin stays predictable no matter how many clients you serve.

1

Custom logo and favicon

Your logo appears in the top banner of every shared checklist, linked back to your website. Your favicon displays in the browser tab, bookmark bar, and when clients save the link to their home screen. No CheckFlow branding visible anywhere in the client-facing experience.

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2

Custom subdomain

Every shared checklist you send to clients uses your branded subdomain — e.g., youragency.checkflow.io. The URL your clients see in their browser, their bookmarks, and their email links is yours. This is where incomplete white-label tools fall short — CheckFlow’s custom subdomain is included in the Business plan, not locked behind an enterprise add-on.

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3

No-login access for clients

Clients access their branded checklist via a unique secure link — no account, no sign-up, no login required. They arrive at a checklist page that looks like your tool, complete their tasks, and submit. The barrier of “create an account first” is eliminated entirely. Password protection and access expiry are also available for checklists that need them.

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4

Flat-rate pricing that makes resale work

At $10/user/month, CheckFlow’s pricing is based on your internal team seats — not per client, per location, or per checklist run. The economics of resale are predictable: your cost stays flat while your client base grows. Guest users (including clients completing tasks via shared links) are always free and unlimited.

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5

Process Street and Tallyfy charge enterprise rates for white-label

Process Street’s white-label features (custom logo, subdomain, colours) are locked behind the Enterprise plan and listed as additional costs on top of the base subscription — requiring account manager approval to activate. Tallyfy explicitly documents that complete white-labelling is not feasible due to architectural constraints around their domain and security certificates. CheckFlow’s white-label features are included in the standard Business plan.

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Real-time completion tracking for all clients

Monitor the live status of every active client checklist from your CheckFlow dashboard. See at a glance which clients have completed their tasks, which are outstanding, and which are overdue — without chasing anyone by email. Automatic reminders are sent to clients on your behalf if they don’t complete tasks by the deadline.

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Client Templates to Brand as Your Own

Don’t start from a blank page. Pick a proven client-facing template, customise it to your service, and deliver it to clients under your own brand — your logo, your subdomain, no CheckFlow branding. Each one is fully editable in the CheckFlow template designer.

Who Uses CheckFlow’s White-Label Features

Four types of business that use white-label checklist software — and what they deliver under their own brand.

Agencies & Consultants
  • Client onboarding checklists delivered under the agency’s brand — clients see the agency’s logo and domain, not CheckFlow
  • Asset collection checklists: clients upload brand assets, access credentials, and approvals via a branded link with no account required
  • Campaign approval workflows: client review and sign-off processes run as branded checklists
  • Project kickoff checklists: intake questionnaires and pre-launch confirmations sent to clients under agency branding
  • Monthly reporting and review checklists: recurring client-facing processes delivered consistently under one brand
  • Accountants and bookkeepers: branded client onboarding checklists collect information, documents, and signatures under the firm’s own identity
MSPs & IT Service Providers
  • New client IT onboarding checklists: device provisioning, account setup, security tool deployment, and access configuration — all run under the MSP’s brand
  • Client offboarding checklists: account deactivation, hardware retrieval, licence recycling — run as branded client-facing workflows
  • Security compliance checklists shared with clients: monthly patch confirmations, access review sign-offs, policy acknowledgments
  • Incident response checklists run under the MSP’s brand, with client-facing confirmation tasks
  • Quarterly service review checklists: standardised review process delivered under the MSP’s identity
  • New staff IT setup checklists shared with client HR teams: clients follow the MSP’s branded process for new hire requests
Franchise Operators
  • Daily operations checklists: every franchise location runs the same opening and closing procedure, under the franchisor’s brand
  • Quality control audit checklists: standardised inspection process delivered consistently across all locations by field auditors
  • New location onboarding: structured checklist covering equipment setup, staff training, compliance documentation, and grand opening readiness
  • Compliance monitoring: recurring safety, food hygiene, or brand standards checklists that every location runs on the same schedule
  • Staff induction checklists: new franchisee staff follow the same structured induction regardless of location or local manager
  • Training verification: franchisee staff complete and sign off training modules through a branded checklist interface
Training & L&D Companies
  • Onboarding programme delivery: structured onboarding checklists delivered to client companies under the training firm’s brand
  • Learning pathway checklists: step-by-step completion trackers for training programmes that feel like a proprietary client platform
  • Post-training action checklists: follow-through tasks delivered to learners as a branded process tool after in-person training
  • Competency verification checklists: managers confirm and sign off competency milestones through a branded interface
  • Annual reaccreditation checklists: recurring compliance training completion cycles delivered under the L&D provider’s identity

Set up your branded workspace in minutes — add your logo, configure your subdomain, and start sharing branded checklists with clients today.

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Used By Great Companies

Nintendo
Rapha
ING
John Lewis Partnership
Vodafone
Columbia
Solar Winds
Intuit
Logitech

Frequently Asked Questions

What is white label checklist software?

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White label checklist software is a checklist and workflow tool that can be branded with your own logo, company name, and domain — so clients and end-users see your identity instead of the underlying software vendor’s. With CheckFlow, agencies, MSPs, consultants, and franchise operators can share checklists with clients via a branded link that shows their logo and subdomain, with no CheckFlow branding visible anywhere in the client-facing experience.

What white-label features does CheckFlow include?

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CheckFlow’s white-label features include: a custom logo displayed in the header of all shared checklists, a custom favicon that appears in browser tabs and bookmarks, a custom subdomain (e.g., yourcompany.checkflow.io) for all client-facing URLs, no-login access for clients and external users via unique shareable links, password protection for sensitive checklists, and access expiry settings. These features are included in the standard Business plan — not locked behind an enterprise tier or priced as an add-on.

How is CheckFlow’s white-label different from Process Street or Tallyfy?

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Process Street’s white-label features (custom logo, subdomain, brand colours) are only available on the Enterprise plan and are listed as additional costs on top of the base subscription, requiring account manager approval to activate. Tallyfy formally documents on their own support pages that complete white-labelling is not feasible — their domain and security certificates are tied to Tallyfy’s infrastructure, meaning clients still see the Tallyfy domain in the browser. CheckFlow’s custom subdomain and branding features work as advertised, are available in the standard Business plan at $10/user/month, and don’t require an enterprise negotiation.

Do clients need to create a CheckFlow account to complete their tasks?

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No. Clients access their tasks via a unique, secure shared link — no account, no sign-up, no login. They open the link, see your branded checklist, complete their tasks, and submit. This eliminates the friction of asking clients to create a third-party account and removes any risk of the underlying vendor being visible during the sign-up flow. Unlimited guest users are always free on all CheckFlow plans.

Can CheckFlow be used by franchise operators to standardise procedures across locations?

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Yes. Franchise operators use CheckFlow to build and distribute standardised operational checklists to all franchise locations — daily opening and closing procedures, quality control audits, staff training verification, compliance monitoring. Each location follows the same checklist in the same order, under the franchisor’s brand. The franchisor can monitor compliance status across all locations from a single dashboard in real time.

Does CheckFlow’s white-label pricing scale per client?

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No. CheckFlow’s pricing is based on the number of internal team members using the platform — not per client, per location, or per checklist run. At $10/user/month, your cost stays flat regardless of how many clients or franchisees access shared checklists. Guest users (clients completing tasks via shared links) are always free and unlimited. This makes CheckFlow’s economics predictable and resale-friendly.

How much does CheckFlow cost?

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CheckFlow’s Business plan is $10 per user per month (or $9 on annual billing), with no minimum seat count. All white-label features — custom logo, favicon, subdomain, no-login client access, password protection, access expiry — are included. Guest users are always free. There’s a free trial with no credit card required. See the full pricing page for details.

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