Keep your tax support running smoothly
24/7 AI agents answer customer questions instantly from your own help content, so your team handles only the cases that need a person.
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Why it matters
The problem this solves.
Customers stuck in docs
Your help content isn’t finding customers when they need it most.
Repeat questions
Your support team is drowning in the same old questions over and over.
24/7 coverage
You can’t hire enough people to cover every time zone.
Slow onboarding
New users can’t find the exact next step in your help docs and give up.
The Chatref solution
Keep answers alive during a switch.
A prospect hits a snag during CRM migration and pauses their trial. They ask Chatref. AI pulls the exact next step from your old migration guide. The switch finishes. They upgrade – no queue, no wait, no trial lost to friction.
Real questions
What Chatref answers here.
AI answers ‘How do I switch CRMs?’ from your help docs instantly.
Customers get instant answers about software compatibility.
AI handles ‘How do I file an extension?’ – your team focuses on complex cases.
Capture leads from customers asking about premium features.
Under the hood
The features that power it.
Loved by support teams
Teams cut support questions by half
How Chatref deflects repeat questions with your own content
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 instantly – no more dead-end article links. Our team handles only the real issues.
We cover every region and time zone from one set of content. No more overnight backlog of support tickets.
of import questions answered before they reach the team
Chatref turns support questions into insights. We fix what users struggle with most – directly from their chats.
Won’t the AI give wrong answers about tax laws?
Chatref only answers from your own content – no made-up responses. Your team handles complex cases with full context.
We already use H&R Block's support – why add Chatref?
Chatref deflects repeat questions before they reach H&R Block's team, freeing them for complex cases.
Isn't this just another chatbot that links to articles?
Chatref resolves issues – not just links to articles. If needed, it hands off to your team with full context.
We don't have the budget for another support tool.
Chatref is pay-as-you-go – no per-seat fees. It scales with your support volume.
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. Your AI only answers from what you give it.
How long does setup take during a migration?
Minutes. Upload your content, drop in one widget snippet, and your AI starts answering – no rewrites or coding.
What if my content is in different formats or languages?
Chatref works with help docs, guides, and files. It answers across languages from one set of imported content.
Can I keep my old content private?
Yes. Your content stays yours. Chatref only answers from what you import – it never searches the web or shares data.
Keep your tax support running smoothly – free start
Paste your help docs and let AI answer questions instantly in your brand’s voice.
Part of Chatref for Tax Software Support · Financial Services hub · pricing.