Your first calculator,
live this afternoon
A practical checklist from sign-up to the first request: what to decide, what to click, and what to tell your clients.
How do I get started with client calculators?
Create your account, choose two or three calculators for your busiest questions, apply your colors and wording, embed them on a dedicated page of your website, switch on lead capture with your notification email, test a request, and announce the page to your clients by email.
The afternoon checklist
Create your account (5 minutes)
Sign up, verify your email and turn on two-factor sign-in.
Choose calculators (10 minutes)
Pick the questions you answer most. The calculator library shows the month each peaks.
Brand them (15 minutes)
Theme, colors, font, title, button text and disclaimer wording.
Create a page on your site (20 minutes)
One page per calculator, with a short intro in your words and the embed. Use the guide for your platform.
Switch on lead capture (5 minutes)
Required fields, notification recipients and the button label.
Connect your CRM (optional, 10 minutes)
Add a webhook on Firm or Network.
Test (5 minutes)
Run the calculator on your phone and submit a test request.
Announce (15 minutes)
Email clients a link with one sentence on when to use it.
A first email that works
Keep it short and specific to the season. Name the question, link the calculator, and say how to reach you.
Example
'Year-end is close. If you have an IRA, you can check your 2026 required minimum distribution on our site in a minute. Questions about which account to take it from? Reply and we'll help.'
Before you announce
- Page title and intro mention the question in plain words
- Calculator shows your firm's colors
- Disclaimer wording reviewed
- Test lead received by email
- Privacy notice mentions calculator enquiries
- Mobile layout checked
Questions firms ask
Which plan should I start on?
Network if you want tax or retirement calculators (with a 14-day trial); Practitioner to try the platform.
How many calculators should I launch with?
Two or three; add more as the season changes.
Should each calculator have its own page?
Yes, pages that explain one question are easier to find in search and easier to link from emails.
Do I need my web designer?
Usually not; any HTML block works.
Can staff help?
Add seats for team members on Firm or Network.
When do figures update?
Each January, automatically.
What if something doesn't work?
Check the help center or contact support.
Can I import my existing contacts?
The contact list is for calculator leads; keep your client list in your CRM.
No question matches that filter. Clear it to see them all, search the whole site, or ask us directly; we reply within one business day.
Next entry
Start now, announce by Friday
Create your account and follow the checklist above.
Firm and Network plans include a 14-day trial. Cancel before it ends and you pay nothing.