Everything between a client's question
and your inbox
Eight features, each doing one job: put a trustworthy calculator on your site, make it look like yours, and deliver the request when a client wants help.
What does NumbersForClients do?
It gives US accounting and advisory firms client-facing calculators to embed on their own websites. Clients run tax, retirement, investment and business estimates; firms can capture a request with the client's inputs and results, route it to their CRM, and present the whole thing under their own brand.
Features, filed by job
Lead capture with the numbers attached
An optional form on any calculator sends the client's contact details, inputs and results to your firm.
Five ways to embed
Inline, framed, popup button, floating launcher or your own link. One snippet each.
Widgets
Bundle several calculators into tabs, a card grid or a floating launcher.
White-label and custom domains
Remove the platform credit and serve calculators from your own domain.
Themes in your colors
Twelve calculator themes, light and dark, tinted with your brand colors and fonts.
Six languages
Every calculator speaks English, Spanish, Chinese, Korean, Vietnamese and Arabic, and the client can switch.
Definitions and disclaimers
Plain-English definitions in every calculator and a disclaimer you can adapt.
Analytics
Views, leads and shares per calculator and per page of your site.
Which plans include which features
| Feature | Practitioner | Firm | Network |
|---|---|---|---|
| Lead capture form | Yes | Yes | Yes |
| Webhooks to your CRM | No | Yes | Yes |
| White-label (no credit) | No | Yes | Yes |
| Custom domains | No | Up to 5 | Unlimited |
| Widgets | 1 | 10 | Unlimited |
| Six calculator languages | Yes | Yes | Yes |
| Tax, retirement, investment and business calculators | Yes (5 at once) | Yes (up to 50) | Yes (unlimited) |
| HSA calculators | No | No | Yes |
Full limits and prices are on the pricing page.
Features serve one outcome: better first conversations
A calculator on its own is a nice page. A calculator that explains its terms, shows its sources, looks like your firm and sends you the client's numbers is a working part of your practice.
Each feature exists to make that hand-off cleaner: fewer discovery questions on the first call, fewer clients who misread an estimate, and no re-keying of leads.
Questions firms ask
Do I need a developer to use these features?
No. Embeds are a single snippet pasted into any page builder that accepts HTML, and everything else is configured in the app.
Can I use some features without lead capture?
Yes. Lead capture is optional per calculator; many firms leave it off on client-portal pages.
Are features the same on monthly, yearly and lifetime billing?
Yes, billing period changes the price, not the features.
Can several team members use the app?
Yes: 1 seat on Practitioner, 5 on Firm and unlimited on Network.
Does the platform store client data?
Lead submissions are stored as contacts in your account. See security and privacy.
Can I export leads?
Leads can flow to your CRM by webhook on paid plans, and you can manage them in the built-in contact list.
Is there an API?
Webhooks push each lead as JSON. For other needs, contact us.
What's coming next?
See the changelog for what has shipped.
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Next entry
See the features working on your own site
Start free, embed a calculator in minutes, and add lead capture when you're ready.
Firm and Network plans include a 14-day trial. Cancel before it ends and you pay nothing.