Chat Widget - Taxify360 - AI Powered Tax CRM & Automation Platform

Chat Widget

Having potential customers visit your website is great, but wouldn't you rather have the opportunity to speak with them in real time to answer any questions they may have? With our Chat Widget, we make that possible! Have auto-responses set up, or answer their questions live to help close more deals and increase your customer service.

✦ Feature 01 · Engagement

Chat
Bubble

Add a Chat Bubble to the bottom right corner of any website or landing page with our easy-to-add code snippet. One small piece of code is all it takes to turn your passive website into a live conversation channel — no developer needed and no complex setup required.

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Chat Bubble Preview
Live on Site
taxify360.com/tax-services
Get Your Max Refund
Professional tax prep for W2, self-employed, and business filers.
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T3
Taxify360 Support
● Online Now
Bot
👋 Hi! How can we help you today?
You
What's your pricing?
Bot
Great question! Plans start at $99/mo. Want to book a free demo?
Type a message...
💬
1
Paste 1 line of code — widget is live on any site instantly
Easy Install

✦ Feature 02 · Automation

Create
a "Bot"

Set up automatic replies based on your customers' inquiries so that they can receive the answers they're searching for — even when you're not at your desk. Map keywords to instant responses, guide visitors to book an appointment, and handle the most common questions without lifting a finger.

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T3
Taxify360 Bot
Auto-replies enabled
Bot Active
Bot — Instant Reply
👋 Welcome! I'm here to help. What are you looking for today?
Pricing
Book Appointment
Tax Services
Visitor
What are your hours?
Bot — Auto Reply
⏰ We're open Mon–Sat 9am–6pm. You can also book online anytime at taxify360.com/book!
Keyword → Auto-Reply Rules
pricing
Send pricing page link
book
Send booking calendar link
hours
Send business hours message

✦ Feature 03 · Lead Capture

Collect Inquiry
Information

Not available to respond in real time? No problem. Taxify360's Chat Widget automatically collects your visitor's name, email, and phone number so you can follow up at your convenience — and every submission lands directly in your CRM as a new contact, ready for outreach.

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T3
Taxify360 Support
Away
👋 Hey there! We're currently away but we'd love to follow up with you. Leave your info below and we'll be in touch shortly!
Leave Your Details
👤
John Smith
📱
(555) 000-1234
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Submission auto-creates a new CRM contact + triggers follow-up workflow