8. The method of claim 1 , wherein the new chat window contains the transcript.
1. A computer implemented method comprising: while a user completes a first page of an online financial document on a display of a computer, receiving a user-generated request for assistance using a link contained within the first page of the online financial document, wherein the online financial document is contained within a web page; in response to the user-generated request, presenting a chat window within the first page of the online financial document, wherein the chat window is configured to allow the user to select a level of expertise required for the user-generated request for assistance; facilitating, on the computer, a discussion between the user and a support agent using the chat window to obtain the assistance in completing the first page of the online financial document, wherein the support agent controls the display to complete a portion of the first page of the online financial document while engaging in the discussion in the chat window with the user; recording a transcript of the discussion within the chat window, wherein the user and the support agent have access to the transcript of the discussion; receiving 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; storing the completed first page of the online financial document; receiving a request to present a second page of the online financial document; presenting the 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; storing the transcript of the discussion for future access by the user and the support agent; closing the online financial document, wherein the chat window closes; reopening the online financial document, wherein the user requests new assistance using the link; in response to the user selecting the link, presenting a new chat window on the display to request different assistance; and facilitating 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.