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Everything to read
before and after you embed

Reference material, practical guides and help, organized by what you're trying to do.

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Reference

Reference

012026 tax figuresEvery figure the calculators use, with sources.→02GlossaryPlain-English definitions with figures and calculators.→03FAQBuying, using, embedding, leads, billing, privacy and compliance.→

Grow

Grow the practice

01Client self-service calculatorsWhich questions to hand to a calculator.→02Tax-season lead captureA month-by-month plan.→03Lead value explainerYour numbers, your estimate.→04Seasonal presetsCalculator sets for each season.→

Set up

Set up

01Getting startedFirst calculator live in an afternoon.→02Help centerEmbedding guides by platform.→03IntegrationsWebhooks to your CRM.→

Stay compliant

Stay compliant

01Compliance for client calculatorsCircular 230, AICPA, SEC and FINRA considerations.→02Security and privacyHow lead data is handled.→03Accessibility of embedsKeyboard, screen reader and contrast checks.→

FAQ

Questions firms ask

Showing 8 of 8

Is there a newsletter?
Yes, subscribe for seasonal guides and figure updates.
How often are guides published?
Around the tax calendar's turning points.
Are resources free?
Yes.
Can I share them with clients?
Link to them; the guides are written for firms.
Do guides cite sources?
Yes, every guide lists its sources.
Who writes them?
Our editorial desk.
Can I suggest a topic?
Tell us.
Is there an RSS feed?
Yes, at /rss.xml.

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