During tax season, every minute counts. DoclyChat lets your team and your clients get instant answers about filings, deadlines, and prior-year returns -- always with a source citation.
The same questions -- "Where's my refund status," "What documents do I still need" -- flood staff during peak season.
Finding a specific figure from a client's return two years back means digging through archives.
Every routine question answered manually is time not spent preparing returns.
Ask about any uploaded return, W-2, or 1099 and get an answer with a citation to the exact file.
Embed a chat widget on your client portal so clients can check basic status without calling.
Answer client questions in whatever language they ask, automatically.
"What deductions did we claim last year?" -> DoclyChat finds the prior return and quotes the relevant schedule.Rejoining the server...
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