Answer tax prep questions instantly
Reduce repetitive support requests with AI that uses your own guides. Automatically resolve 80% of chats – in your brand’s voice.
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Why it matters
The problem this solves.
Repeat questions
Your team keeps answering the same basic setup and migration questions daily.
Slow onboarding
New users struggle to find the exact next step in your help docs and quit.
Global coverage
You need to support tax preparers across regions and time zones with one set of content.
No insights
You lack data on which steps confuse customers most during setup.
The Chatref solution
Answer tax prep questions instantly.
A customer asks about deductions during tax filing. AI pulls the exact answer from your guide. The issue resolves instantly. They finish their return – no queue, no wait, no frustration.
Real questions
What Chatref answers here.
Answer ‘How do I switch CRMs?’ from your help docs – no extra work.
Resolve ‘Where’s my data?’ with one click – no back-and-forth.
Capture leads from customers asking about CRM moves.
Turn chat insights into fixes for your migration gaps.
Under the hood
The features that power it.
Loved by support teams
SaaS teams deflect repeat questions instantly
How brands scale support without adding headcount or sacrificing quality
Imports used to stall halfway and land in our queue. Now Chatref walks users through field mapping from our own guide, and most finish without us. Our admins handle the real migrations again.
Chatref answers 80% of our repeat questions from our own docs – no more generic chatbot nonsense. Our team handles only the tricky cases.
New users now onboard 3x faster. Chatref pulls the exact steps from our guides when they get stuck – no more dead-end links.
of import questions answered before they reach the team
One set of content now supports every region and time zone. We finally sleep at night.
Won’t outdated content cause bad answers?
You pick what to import. Start with your best guides, then use insights to update what’s needed. Your AI only answers from your content.
How fast is setup during migration?
Minutes. Upload your content, add one widget snippet, and your AI starts answering – no coding or waiting.
Does it work with different file types or languages?
Yes. It handles help docs, guides, site pages, and files – answering across languages from one set of content.
Can I keep my content private?
Absolutely. Your content stays yours. Chatref only answers from what you import – never searches the web or shares data.
Will customers notice changes?
No. Your AI answers in your brand’s voice using your content – same help, just faster.
Can it handle import format questions?
Yes. It pulls answers straight from your import guides, showing the exact steps you wrote.
What if imports fail?
It lists common issues from your docs and hands off to your team with full context for anything unusual.
Does it help with field mapping?
Yes. It guides users through matching columns to fields using your documentation rules.
Stop repeating yourself – for free
Paste your help docs and let AI answer tax prep questions instantly in your brand’s voice.
Part of Chatref for Tax Law Support Chatref · Legal Services hub · pricing.