Put a tax-readiness check in front of your audience
A co-branded, embeddable eligibility and readiness checker for freelancers and simple Schedule C filers. Useful content that builds trust — with no sensitive data collected from your users.
Help your audience, not just sell to them
A neutral readiness check that tells freelancers whether their records are clean enough to file — and what to fix first.
Co-branded and embeddable
Drop the checker into your site or share a co-branded link. Your brand stays front and center.
No sensitive data
The checker asks for no SSN, tax forms or bank data, and runs no ad pixels — so it's safe to put in front of your members.
How it works
- Your audience runs the readiness check from your site or a co-branded link.
- They get a plain-language result, a records score and a packet outline.
- Supported filers can convert to filing when it opens; you keep the relationship.
Embed
Add the iframe to your site and update the brand value to the plain text name you want shown in the widget. Accent options are teal, blue, emerald, amber, rose and slate.
<iframe title="Tax readiness checker" src="http://localhost:3000/embed/checker?accent=teal&brand=Your%20Brand" width="100%" height="720" loading="lazy" style="border:0;max-width:640px;width:100%;"></iframe>Keep the iframe at least 640px wide on desktop when possible. The widget is responsive and may scroll inside shorter placements.
Request access
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