A calculator set
for every season
Six ready-made bundles that match the client year. Load one into a widget, swap it when the season turns, and your site always answers the question of the month.
What are calculator presets?
Presets are suggested groups of calculators for a season of the tax year, for example a year-end set with RMD, Roth conversion, charitable giving and HSA calculators. You add them to a widget or a page, and swap to the next set when the season changes.
Six seasonal sets
| Preset | When | Calculators |
|---|---|---|
| W-2 season | January | Take-home paycheck, 1040, EIC, budget planner |
| Filing deadline | March–April | Traditional IRA, SE tax, HSA contribution, marginal rate |
| Mid-year estimates | June | SE tax, net to gross, break-even, cash flow |
| Life events | Year-round | Pension vs. lump sum, early withdrawal, Social Security, 1031 timeline |
| Open enrollment | November | HSA vs. traditional, FSA, 401(k), contribution effect |
| Year-end | December | RMD, Roth conversion, charitable giving, estate tax |
Using a preset
Create a widget
Choose launcher, tabs, buttons or cards.
Add the preset's calculators
In the order shown above, or your own.
Embed once
Paste the widget snippet sitewide or on a resources page.
Swap with the season
Edit the widget's list; your site updates automatically.
Presets work on every plan, including free Practitioner, as long as the preset fits your calculator limit (5 on Practitioner, 50 on Firm, no cap on Network). Presets that include the HSA calculators need Network. See pricing.
Questions firms ask
Are presets built into the app?
Widget design presets are; the calculator sets on this page are our recommendations you add yourself.
Can I combine sets?
Yes, though four to six calculators per widget is easier for clients.
Do I need a widget?
No, you can also add the calculators to a seasonal page.
When should I swap?
Around the start of each season, or after a client email campaign.
Can I use different sets on different pages?
Yes, create one widget per set.
Which plan do presets need?
Any plan with room for the preset's calculators. Only the HSA tools need Network.
Do presets include lead capture?
Each calculator's lead settings apply.
Can I suggest a preset?
Yes, tell us.
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