17. The computer system of claim 9 , wherein the new chat window contains the transcript.
9. A computer system comprising: a processor; a display; and a memory comprising software instructions which, when executed by the processor, enable the computer system to: present on the display a web page comprising an online financial document; present the online financial document comprising a first page displayed on the display and a link configured to open a chat window to request assistance to complete a portion of the first page in the online financial document, wherein the chat window is configured to allow a user to select a level of expertise required for the assistance; present the chat window displayed on the display with the first page of the online financial document upon selection of the link, wherein the chat window is configured to receive the assistance from a support agent in completing the portion of the first page of the online financial document, wherein the chat window is integrated with the first page of the online financial document, and wherein the support agent controls the display to complete the portion of the first page while engaging in a discussion in the chat window with the user; record a transcript of the discussion within the chat window, wherein the user and the support agent have access to the transcript of the discussion; receive a completed first page of the online financial document from the user, wherein the user used the assistance provided in the discussion via the chat window to generate the completed first page; store the completed first page of the online financial document; present a second page of the online financial document, wherein the chat window is presented, unchanged from the first page, within the second page, wherein the user and the support agent continue the discussion, wherein the transcript of the discussion continues to be recorded within the chat window, and wherein the user and the support agent continue to have access to the transcript of the discussion; store the transcript of the discussion for future access by the user and the support agent; close the online financial document, wherein the chat window closes; reopen the online financial document, wherein the user requests new assistance using the link; in response to the user selecting the link, present a new chat window on the display to request different assistance; and facilitate a new discussion in the new chat window between the user and the support agent using the chat window, wherein the user requests the support agent when selecting the link.