White Label Augusta Rule Documentation
Deliver professional Augusta Rule compliance packages branded with your firm's identity—no third-party branding visible to your clients
Add your firm name and contact information to all generated documents
Deliver high-quality Augusta Rule documentation under your firm's brand
Your clients see only your firm's identity—no third-party branding
Simply check the white label option and enter your firm details during intake
Purchase Augusta Pack
Complete payment through our secure checkout process
Enable White Label
Check the white label option on the intake form
Enter Your Firm Details
Provide your firm name, contact email, phone, and website
Generate Documents
All documents are branded with your firm's identity—no JAG CPA branding appears
When white labeling is enabled, all generated documents will display your firm's branding instead of JAG CPA & Co.:
To enable white labeling, you'll need to provide the following during the intake form:
✓ CPA Firm Name (Required)
Your firm's legal or DBA name (e.g., "Smith & Associates CPA")
○ Contact Email (Optional)
Your firm's primary contact email address
○ Contact Phone (Optional)
Your firm's phone number
○ Website URL (Optional)
Your firm's website (e.g., "https://yourfirm.com")
Note: Only firm name is required. JAG CPA branding will be completely removed regardless.
Joe Gallegos, CPA, CVA
Joe Gallegos is a Certified Public Accountant (CPA) and Certified Valuation Analyst (CVA). His professional career in public accounting began in 2012 with one of the Big 4 international accounting firms.
Since 2012, Joe has focused on business tax planning, cash flow management, business valuations, and small business financial consulting.
Why we built Augusta Rule IQ: The product turns one guided intake into a coordinated, defined documentation package and clearly separates what the system prepares from the tax judgments and real-world actions that remain with the buyer and tax professional.
Visit JAG CPA & Co. →Does white labeling cost extra?
No. White labeling is included at no additional charge with every Augusta Pack purchase ($497).
Can I white label multiple client cases?
Yes. Each purchase can be white labeled independently. You can generate packs for multiple clients, each with your firm's branding.
Can I see a sample white labeled document?
Contact us at averey@jagcpa.com and we'll provide a sample with your firm's details.
Is there a minimum volume requirement?
No minimum for standard pricing. For volume discounts through our Adviser Program, contact us to discuss your needs.
Ready to White Label for Your Clients?
Questions about white labeling or interested in volume pricing? Contact us: