Offer agent compliance as a service to your clients. White-label access, multi-client management, and automated compliance reporting.
Shulam combines multi-client compliance management, automated audit reports, white-label branding, and client billing into one platform built for accounting firms. Manage 5 clients or 500 from a single dashboard.
Each client operates in a fully isolated compliance environment. Screening results, receipts, and policies never leak between clients. Your firm sees the aggregate view. Drill into any client for granular detail. Add new clients in minutes.
Your clients see your firm name, your logo, and your compliance standards. Shulam powers the infrastructure underneath. Custom domains, branded receipts, and co-branded audit reports. Your firm gets credit for the compliance experience.
White-label configuration
{
"brand": "Your Firm Name"
"domain": "compliance.yourfirm.com"
"logo": "yourfirm-logo.svg"
}
→ Clients see your brand on every surface.
Generate audit-ready compliance reports per client on any cadence. Hash-chained receipts, screening logs, and settlement records export in CSV, JSON, or PDF. Stop spending hours compiling spreadsheets before every client review.
Track compliance activity per client for accurate billing. View screening volumes, settlement counts, and agent usage per tenant. Export billing data in your preferred format. Turn compliance infrastructure into a revenue stream for your firm.
Manage compliance across your entire client portfolio. Isolated tenants, aggregate view, per-client drill-down.
Dashboards, receipts, and reports carry your firm name. Custom domains. Clients never see another vendor.
Generate hash-chained compliance packages per client in seconds. CSV, JSON, PDF, SAR-compatible.
Provision a new tenant, assign policies, and the client is live. No integration projects needed.
Define baseline policies at the firm level. Override per client when risk profiles differ.
Track usage per client. Bill for compliance services. Turn infrastructure into advisory revenue.
“We manage agent compliance for 24 clients from one dashboard. Before Shulam, each client was a separate tool with separate logins and separate reports. Now we generate a full compliance package for any client in under 30 seconds.”
Free to start. White-label available on Enterprise. Scale with your practice.
Get started for free