03Feature · Widgets

Several calculators,
one tidy widget

Group the calculators a season calls for into a floating launcher, tabs, a row of buttons or a card grid, and change the set without touching your website.

In short

What is a calculator widget?

A widget is one embed that holds several calculators. Visitors pick a calculator from a launcher, tab, button or card, and it opens in place or in a panel. You edit the widget's list, order, labels and design in the app, so your site updates without re-embedding.

Types

Four widget types

Floating launcher

A corner button that opens a panel listing calculators. Good for sitewide seasonal campaigns.

Tabs

Calculators side by side on one page, one tab each. Good for a 'Tax tools' page.

Buttons

A row of buttons, each opening a calculator in a popup.

Cards

A grid of cards with icons and short blurbs, each opening a calculator.

Seasons

Change the set as the year turns

In January your launcher might hold the paycheck, 1040 and IRA calculators. In November, swap in RMD, Roth conversion, charitable giving and HSA. The embed on your site stays the same.

Browse seasonal presets

A November launcher

  • Required minimum distribution
  • Roth conversion
  • Charitable giving tax savings
  • HSA contribution limit
Controls

What you can set

  • Which calculators appear and in what order
  • Labels, icons and blurbs for each
  • Open on click, after a delay, at a scroll depth or on exit
  • Open once per visitor, and remember the last calculator
  • Full-screen panel on phones
  • Light, dark or automatic mode and your colors
FAQ

Widget questions

Showing 8 of 8
  • How many widgets can I create?

    1 on Practitioner, 10 on Firm and unlimited on Network.

  • Can a widget include any calculator?

    Any calculator your plan includes and you have activated.

  • Do widgets capture leads?

    Yes, each calculator's lead capture settings apply inside the widget.

  • Will a floating launcher annoy visitors?

    Use click-to-open or a gentle delay, and 'open once' for automatic openings.

  • Can I use different widgets on different pages?

    Yes, each widget has its own snippet.

  • Do widgets work on mobile?

    Yes, with a full-screen panel option for phones.

  • Can I track widget usage?

    Impressions and opens are counted per widget.

  • Is a widget the same as a calculator page?

    No. A widget is a container; calculator pages on your site carry explanatory content that helps search.

Next entry

Build a launcher for the season ahead

Start with a preset, swap in your calculators and paste one snippet.

Firm and Network plans include a 14-day trial. Cancel before it ends and you pay nothing.