WordPress Integration
Embed BizDoc on Your Site

Add BizDoc's lead generation widget to your WordPress website using simple iframe embed or plugin. Setup takes approximately 5 minutes.

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Why Embed BizDoc on WordPress

Turn your website into a lead generation machine.

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Capture Qualified Leads

Visitors connect QuickBooks and become leads automatically. You get their email and financial data.

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Easy Setup

Just paste an embed code into your WordPress site. No developer needed.

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Customizable Widget

Match your site's branding with customizable colors and messaging.

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Immediate Value

Prospects receive a professional financial report, creating reciprocity.

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Works Anywhere

The widget works on any page of your WordPress site.

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Mobile Responsive

Looks great on desktop, tablet, and mobile devices.

How to Add BizDoc to WordPress

Embedding the BizDoc widget on WordPress is straightforward. Here's the process:

Get Your Embed Code — Log into BizDoc, go to Settings → Widget, copy your unique embed code
Add to WordPress — Use the simple iframe embed or plugin feature to paste the code where you want the widget
Customize Placement — Position on homepage, dedicated landing page, or multiple pages
Test It — Preview to ensure it displays correctly

Where to Place the Widget

Homepage — Prominent placement for all visitors
Services Page — Where prospects are already evaluating you
Dedicated Landing Page — "Free Financial Health Assessment" page
Blog Posts — Relevant content about financial management

What Happens When Visitors Use It

When a prospect clicks the widget on your site, they're prompted to connect their QuickBooks Online. After secure authentication (read-only, via Intuit), a professional financial health report generates in 30 seconds.

The prospect receives immediate value — insights about their business. You receive: their email address, company name, and complete financial report. It's the perfect conversation starter.

Frequently Asked Questions

Does the widget slow down my WordPress site?▼

No. The widget loads asynchronously and doesn't impact page performance. It's a lightweight iframe that loads independently of your page content.

Can I customize how it looks on WordPress?▼

Yes. You can customize the widget colors, button text, and headline to match your brand. Changes are made in your BizDoc dashboard and reflect automatically.

What information do I get from leads?▼

You receive the prospect's email address (via Intuit's identity API), company name, and a complete copy of their financial health report.

Do I need technical skills?▼

No. If you can copy and paste, you can add the widget to WordPress. It's as simple as adding any embed code.

WordPress IntegrationEmbed BizDoc on Your Site