Tested live on 25 October 2026

From the website to a signed-in client, in under a minute

Every form on zipp.tax now creates the client in the portal straight away, emails them, tells the team in Slack, and sends anyone who qualifies straight to sign in. The portal itself now carries the new ZippTax brand. This page walks through one real test run, end to end, on the live site.

✓ Website formQualifying answers sent the visitor straight to the portal

✓ EmailsWelcome email and sign-in code arrived within a second

✓ PortalSigned in with the code; new branding on every screen

✓ Team viewLead at the top of the client list, with its answers

Step 1

A visitor answers three questions on zipp.tax

The test visitor, "Sam Test-Lead", pressed Get started and answered yes to: travels for work, earns over £12,500, employed through PAYE. The site then asked where to send the link.

First qualifying question on the website — **The questions.** One at a time, three taps.

Contact details form on the website — **Contact details.** Name, email and mobile, then "Send me the link".

Step 2

Qualified, so they go straight to the portal

Pressing "Send me the link" created the client in the portal and took the visitor directly to the sign-in screen with their email already filled in. They never wait for a call or an email to get started.

Portal sign-in code screen — **The portal's code screen.** A 6-digit code is already on its way to their inbox.

Every website form now goes through one route to the portal: the qualification wizard, the get-started form, the landing pages and the alternative-service form. Visitors who don't qualify are still created as clients and invited; the team calls them.

Step 3

Two emails arrive within a second

The welcome email explains what ZippTax does and how to sign in. The sign-in code follows so the visitor can carry on immediately. Both were received in the test inbox at 19:43.

Welcome email and sign-in code email — **As received.** "Your ZippTax account is ready" and "Your ZippTax sign-in code".

Step 4

Inside the portal, with the new ZippTax brand

The code signed the visitor in. The portal now matches zipp.tax: the new logo, Ratch headings, the yellow-to-green gradient on main buttons, and a clean black-and-grey palette.

Your claims page — **Your claims.** This year and the three before it, each a separate claim.

Claim overview with four steps — **A claim.** Four short steps; later steps unlock as they go.

Details form prefilled from the website — **Details.** Name, email and mobile carried over from the website form.

Connect your bank page — **Connect your bank.** Read-only open banking, explained in three lines.

Step 5

The same screens on a phone

Most clients arrive from a phone. The layout drops to one column with the logo in a slim top bar.

Your claims on a phone — **Your claims**

Step 6

What the team sees

The new lead is at the top of the client list straight away, newest first. Until a salesperson takes them, every salesperson and manager can see them. The client's page shows each website form they filled in and the answers they gave.

A Slack message goes to the leads channel for every form, with a link to the client.
A salesperson can take an unowned lead with the "Take these clients" action on the client list.
A second form from the same email adds to the same client rather than creating a duplicate.

Client list with the new lead at the top — **Client list.** The test lead (72) at the top, with no account manager yet.

Website enquiries on the client's page — **The client's page.** Both website forms, whether they qualified, and their answers.