Everything you need to turn education into leads
Tax Lead Lab handles the branding, the publishing, and the lead capture — you focus on the clients who show up ready to talk.
Brand Profile
Set your business name, logo, colors, and contact details once. Every tool you publish applies your branding automatically.
Tool Library
Browse a growing catalog of interactive tax education tools organized by category — filter, search, and preview before you customize.
No-code customization
Edit your tool's title, intro, call-to-action, lead form placement, and disclaimer through simple forms — never touch code.
Branded public links
Each published tool gets a unique, shareable URL under your business — ready for social media, email, or your website.
Lead inbox
Every submission lands in your dashboard with full context — search, filter, add notes, update status, and export to CSV.
Real analytics
Views, leads, and conversion rate per tool, backed by real data — no vanity numbers, and a clean empty state until you have activity.
Mobile-first tools
Every client-facing tool is built for the phone in your prospect's hand — large buttons, one question at a time, clear progress.
Privacy by design
Tools never ask for Social Security numbers, full banking details, or identity documents through standard lead forms.
Your leads, your account
Server-side authorization keeps every member's tools, leads, and analytics fully separated — no one else can see your data.