To further enhance your digital support options and provide a more seamless and convenient experience, we've designed the Access Tax Digital Assistant.
For users who are 'named support contacts' of customers on an active Access Tax Support Plan, you'll be able to type your query straight into the digital assistant. Named support contacts are users who are registered to raise support cases via the Customer Success Portal. Typically, this is two contacts for Essential, four contacts for Standard, and eight contacts for Premier plans.
Our dedicated Support Team is on hand to deal with more complex or technical queries.
Achieve more from Access Tax using the Digital Assistant
Instant assistance: Looking to perform common tasks in your software? We've designed your Digital Assistant to ensure you can get instant answers to our most frequently asked questions.
Convenient access: Access knowledge articles directly from your software, saving you time when looking for the answers you need.
24/7 availability: Your Digital Assistant is available around the clock, helping you to get answers day or night.
Use the Support Assistant
To use the Digital Assistant, follow the steps below:
From within Access Tax, in the bottom right-hand corner, click the Digital Assistant icon.
Click Ask a question, to interact with the AI feature.
Type your specific query then press the green arrow button, or press the Enter key on your keyboard. The assistant searches the full knowledge base to return a suitable answer.
Review the answer or click the article referenced for more guidance. Please type Yes if the advice helped you.
If the advice was not helpful, you can share more details.
If you are a named support contact, you will be asked if you need to raise a case with support. The Digital Assistant will then create a case, and you will receive a confirmation email, and your case will then be assigned to a support analyst.
If you are not a named support contact, you will be directed to the Customer Success Portal to review our extensive knowledgebase.
Play the video below to see how to use our Digital Assistant.