How It Works
From account creation to your first captured lead, here's the whole path.
Choose a Tool
Open the Tool Library and browse interactive tax education tools organized by category — W-4 education, IRS letters, document checklists, and more. Preview any tool before you commit.
Add Your Branding
Your Brand Profile — business name, logo, colors, phone, and booking link — applies automatically. Adjust the tool's title, intro, call-to-action, and disclaimer through simple forms.
Publish Your Link
Publishing gives the tool a unique URL under your business, like taxleadlab.com/p/your-business/w4-checkup. Copy it, share it, and preview exactly what your prospects will see on desktop and mobile.
Capture Leads
A prospect works through the tool, gets an honest, plain-language result, and — when you choose to ask — leaves their contact information. It lands in your dashboard and your inbox immediately.