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• Buying · What is NumbersForClients?

  Client-facing tax, retirement, investment, business and household calculators that US accounting and advisory firms embed on their own websites, with optional lead capture.

• Buying · Who is it for?

  CPA firms, bookkeepers, enrolled agents, tax preparers, RIAs, financial planners and fractional CFOs in the US. See solutions.

• Buying · Which plan includes the tax and retirement calculators?

  Network. Firm includes household tools; Practitioner covers a general loan library only. See pricing.

• Buying · Is there a free trial?

  Yes, 14 days on Firm and Network, card required.

• Buying · Can I try before paying?

  Every calculator runs live on its page here, and the free plan lets you try embedding.

• Using · How many calculators are there?

  78 in five topics. Browse the library.

• Using · Are the 2026 figures current?

  Yes, from one sourced table; see the figures page.

• Using · Who updates the calculators when law changes?

  We do, and your embeds update automatically.

• Using · Can I change labels and defaults?

  Yes, titles, labels, defaults, help text and button text per calculator.

• Using · Do calculators work in Spanish?

  Yes, every calculator, and clients can switch.

• Using · Do clients need an account?

  No.

• Embedding · How do I embed a calculator?

  Paste one snippet into any HTML block. See help.

• Embedding · Which platforms are supported?

  WordPress, Squarespace, Wix, Webflow, Shopify, HighLevel and any site that accepts HTML.

• Embedding · Will the calculator break my site's design?

  No, it's style-isolated in both directions.

• Embedding · Can I use popups or a floating launcher?

  Yes, five display modes. See embed options.

• Embedding · Can I serve calculators from my own domain?

  Yes, on Firm (up to five domains) and Network (unlimited).

• Leads · How does lead capture work?

  An optional form sends contact details plus the calculator's inputs and results to your firm. See lead capture.

• Leads · Where do leads go?

  Your contact list, your inbox, and by webhook to your CRM on paid plans.

• Leads · Does it work with HighLevel?

  Yes, via an inbound webhook. See integrations.

• Leads · Who owns the leads?

  Your firm.

• Leads · Can I turn lead capture off?

  Yes, per calculator; it's off by default.

• Billing · What are the prices?

  See pricing; monthly, yearly and lifetime options.

• Billing · What's the refund policy?

  Yearly and lifetime purchases within 14 days; monthly plans can be cancelled any time. See the refund policy.

• Billing · Do prices include sales tax?

  No, prices are in USD excluding any applicable sales tax.

• Billing · What happens if I cancel?

  Your plan runs to the end of the period, then moves to Practitioner limits.

• Privacy · Do you sell data?

  No.

• Privacy · Does this site use advertising cookies?

  No. Analytics loads only if you accept it. See cookies.

• Privacy · How do clients request deletion?

  Through your firm, or our privacy choices page.

• Privacy · Is data stored in the US?

  Yes.

• Compliance · Are calculator results tax advice?

  No, they're estimates from the client's inputs.

• Compliance · What does Circular 230 mean for calculators?

  Your advertising must not mislead (§10.30) and your written replies must meet §10.37. See the guide.

• Compliance · Can RIAs use projection calculators?

  With care under the SEC Marketing Rule; client-run tools with disclosed methodology are treated differently. Ask your CCO.

• Compliance · What about FINRA?

  Broker-dealer reps should check Rule 2210 and Rule 2214 with their compliance team.

• Compliance · Do calculator leads fall under IRC §7216?

  An enquiry isn't return information, but once engaged, §7216 consent rules govern using return data.

• Compliance · Can I edit the disclaimer?

  Yes, per calculator.