Answer “Where’s my refund?” before it becomes a ticket
SiteWhizz learns your help center, pricing pages and rejection-code guides, then answers filers around the clock. Questions about a specific return go straight to your team.
14-day free trial. No credit card required.
- Trained on your content
- Hands off to your team
- Cites the help article it used
Live demo on sample content. Pick a question.
Answers questions about the forms your filers send
Filing season
What the weeks before a deadline look like for your support team
January 31, April 15, August 31, October 15. Every deadline brings the same questions, all at once.
Without SiteWhizz
- Ticket volume spikes in the weeks before every deadline.
- Agents paste the same rejection-code fix dozens of times a day.
- Filers wait in a queue while the deadline gets closer.
- Seasonal hires learn your product during the busiest weeks of the year.
With SiteWhizz
- Repeat questions get answered in seconds from your own help articles.
- Your agents work the tickets that need someone to look at an actual return.
- A filer at 11pm on April 14 gets an answer, or a clear message about when your team is back.
- Questions the agent can't answer reach your inbox with the visitor's name and email attached.
What it answers
The questions that fill your queue every season
Train SiteWhizz on the pages that already answer them. Every reply comes from your content and uses your product's steps.
Rejection codes
“What does IND-181-01 mean?”
Trained on: your rejection-code guide
Acceptance status
“How do I know the IRS accepted my return?”
Trained on: your acknowledgment help article
Refunds
“When will I get my refund?”
Trained on: your refund-timing FAQ
Deadlines and extensions
“Can I still file a 4868?”
Trained on: your deadlines page
Pricing and state fees
“Why was I charged for my state return?”
Trained on: your pricing page
Corrections
“How do I correct a 1099 I already filed?”
Trained on: your corrections guide
How it works
Live on your site in three steps
You don't need a developer or an integration with your filing system.
Add your content
Paste your help-center URL and upload the PDFs and docs your agents already use: rejection-code guides, pricing FAQs, state-support lists.
Set the rules
Write instructions in plain English. Never ask for an SSN or EIN. Decline tax advice. Send return-specific questions to support. Then set your team's working hours and timezone.
Embed and review
Paste one script tag into your site or help center. Read real conversations in your dashboard and fill gaps in your content before the next deadline.
Guardrails
Built to stay out of taxpayer data
Your AI agent works from public help content. It has no connection to returns, so there's no return data for it to use or disclose.
Answers from your content
Replies are grounded in the pages and files you train it on. When the answer isn't there, it offers to connect the filer with your team.
Rules you write
Tell it what it must never do, such as ask for an SSN or give tax advice, and what to do instead.
Hand-off to a person
Escalate automatically or when the filer asks. Your team gets an email alert, and filers see a separate message outside your working hours.
Separate from your filing system
SiteWhizz never touches returns, e-file transmissions or IRS acknowledgments. It only sees what filers type into the chat.
Review your obligations under IRC §7216 and IRS Publication 4557 with your compliance team. Read how SiteWhizz handles data.
Features
What you get in the widget
Suggested questions
Show filers the top questions for the season, like refund timing in February and extensions in April.
Lead collection
When the agent can't answer, it asks for a name, email or phone number (you pick the fields) so your team can follow up. Leads appear in your dashboard.
Escalate to your team
Email alerts, working hours, timezone and an after-hours message filers see when nobody's online.
Train on URLs and files
Help-center pages, PDFs, Word docs and pasted text. Mix sources in one agent.
Your brand
Set the colors, name and welcome message so the widget looks like part of your product.
Cited answers
Every answer names the help article it came from, so filers can open the full steps.
Simple pricing with a 14-day free trial. No credit card required.
See pricing →FAQ
Questions from e-file providers
Have it answering before the January rush
Set it up in an afternoon, then spend December testing it against last season's top questions.
14-day free trial. No credit card required.