Turn guides into an AI support agent

Instantly answer tax questions with accurate info from your own content – no extra headcount needed.

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Why it matters

The problem this solves.

Tax filing confusion

Customers can't follow outdated steps in your software during tax season.

Support ticket spikes

Your team gets overwhelmed by the same tax-filing questions repeatedly.

Hard-to-find answers

Customers can't quickly find tax-specific help in your guides.

Reduce support tickets about tax filKeep customers on track with up-to-dateScale support without hiring seasonalTurn questions into insights to

The Chatref solution

Turn tax guides into an AI support agent.

Fig. 1 · Turn tax guides into an AI support agent – AI answers tax questions instantly from your own content – no guesswork, no dead ends.

Real questions

What Chatref answers here.

'How do I switch CRMs?' – AI pulls the answer from your guides.

'Where’s my data?' – One-click access – no email loops.

Capture leads from customers asking about CRM moves.

Fix gaps in your migration docs with chat insights.

Under the hood

The features that power it.

AI Agents

Your own AI assistant, trained on your business.

Insights & Analytics

See what people ask and how your agent is doing.

Lead Capture

Turn chats into contacts, captured for you.

Shared Inbox

Watch chats live and step in when a human is needed.

Conversation Tags

Auto-label chats by topic so you can filter and report.

Pay as you go

Pay only for what you use, with simple prepaid credits.

Solve the next job too.

See all of them on the Accounting Software Support hub.

User access & roles

Connect other tools

Global currency handling

Track every dollar spent

View all Accounting Software Support solutions

Loved by support teams

Real teams cut tax filing questions in half

How SaaS companies keep customers moving with instant answers from their own guides

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.

Northwind Analytics

Tax filing used to stall users mid-process and land in our queue. Now Chatref walks them through the steps from our own guide – most finish without us.

Pinehook

Our tax filing guide used to get buried in search results. Now Chatref pulls the exact steps users need – no more 'how do I file' emails.

Cardinal CRM

68%

of import questions answered before they reach the team

Users see the exact filing steps from our own docs – not generic advice. Trust in our product went up.

Modio

FAQ

Questions, answered.

Still not sure? Talk to our team.

Won’t customers still need humans for complex questions?

AI handles simple questions – humans step in only when truly needed.

What if the AI gives wrong answers?

It only answers from your approved content – no made-up responses.

Is this just another chatbot?

It’s trained on your own guides – it speaks your language.

How do we handle regional differences?

One set of content covers all regions – no extra work for you.

Won’t importing old content bring in outdated answers?

You choose what to import. Start with your best guides, then use insights to spot updates.

How long does setup take?

Minutes. Upload content, drop in one snippet – your AI starts answering.

What if my content is in different formats or languages?

Chatref works with docs, guides, and files. It answers across languages from one set of content.

Can I keep my old content private?

Yes. Your content stays yours – Chatref never searches the web or shares your data.

Turn your guides into an AI support agent – free start

Paste your content and let AI answer tax filing questions in your brand’s voice.

Start for free Talk to an expert

Part of Chatref for Accounting Software Support · Financial Services hub · pricing.