Turn Tax Education Tools Into Qualified Tax Leads
Create branded tax tools, share them with your audience, educate potential clients, and capture their information — all from one platform built for tax professionals.
From tool to booked consultation
Four steps, no code, no design work.
Choose a Tool
Browse the Tool Library and pick an interactive tax education tool built to attract the clients you want.
Add Your Branding
Your logo, colors, business name, and booking link apply automatically — no design work required.
Publish Your Link
Every tool gets a unique, shareable link you can post, text, or embed anywhere your audience already is.
Capture Leads
Prospects complete the tool, and their information lands directly in your dashboard, ready to follow up.
Why it works
Your brand, not ours
Every tool is automatically wrapped in your business name, logo, and colors from the moment you publish it.
Real analytics, no guesswork
Track views, leads, and conversion rate per tool so you know exactly what's working.
Built for tax professionals
Every tool is written with tax-industry disclaimers and never collects sensitive data like SSNs or bank details.
Stop chasing leads. Start capturing them.
Pick your first tool, add your branding, and have a live link ready to share today.