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.