Agentic AI for Tax Professionals
and Financial Planners
Tax research, tax planning, and advisory.
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Why Tax Professionals Love the HIVE
Efficient client support
Keep clients happy!
Accurate tax research tool
Save 10+ hours a week
Personalized tax planning
Grow your service offerings 2x
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HIVE AI Tax Tools for Professionals
AI Tax Planning Agent — Paul is Coming!
Built on our proprietary task-based AI agent framework, Paul integrates the latest 60 tax strategies, combining tax planning and tax return analysis into a seamless agentic workflow. Paul generates insightful and personalized tax returns while collaborating with you to finalize the optimal tax plan.
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Testimonials
We used to spend a fortune on content libraries for tax research, and it was a cumbersome process to find the information we needed. Having tried the HIVE AI tax research tool, research has become incredibly efficient. The tool understands the context of our queries, providing relevant citations in seconds.
I was amazed at how quickly the Hive Tax Return Analysis tool produced a comprehensive tax return analysis. It was a great first draft and saved me a lot of time by pulling together key insights. I liked that it outputs the draft on my firm’s letterhead, so all I had to do was review and make modifications as I see fit. This is going to create a huge value add for my clients this tax season and beyond.
Hive Tax AI doesn’t just save me time—it delivers unmatched accuracy. The tool dives into the latest tax laws, regulations, and rulings to provide pinpoint answers that I can trust. Unlike other tools I’ve used in the past, Hive Tax AI consistently provides precise insights and fully cited references that are easy to verify. It even highlights nuances I might have missed otherwise, which has helped me give better advice and avoid potential errors.
With the Hive AI tax planning tool, I can simply describe my client’s situation, and within seconds, Hive Tax Planning generates a detailed set of tax strategies. It doesn’t stop there—it even calculates potential tax savings for each strategy, allowing me to present clients with clear, actionable options that are both insightful and practical. The level of detail and precision is incredible.
Hive Tax AI has provided informative and clear responses. Citations enable me to confirm responses. I also find the option of detailed, summary and client response formats extremely helpful in my practice. I look forward to leveraging Hive Tax AI more in the future.
With Hive Tax AI, I’m saving at least 80% of the time I used to spend on tax research. The tool simplifies everything by providing precise, well-sourced answers in minutes, and it’s incredibly intuitive to use. Whether it’s analyzing new regulations or finding clear guidance on a unique scenario, Hive Tax AI does the heavy lifting.
I’ve been using the Hive Tax Research tool for a while, and I’m genuinely impressed. Among all the AI-driven solutions I’ve tried—even the popular large language models—Hive stands out for its precision and clarity. What really sets it apart, though, is the quality of its citations. Each answer is backed by well-documented references, making it easy for me to trust the insights I’m getting. I also find the option of different response formats is extremely helpful in my practice. After comparing several tax research tools, I can confidently say that Hive is my go-to resource for reliable, accurate information.
As a tax professional, the majority of my services have always been focused on tax preparation. I’ve been wanting to expand into tax planning for a long time, but honestly, I wasn’t sure where to start. It felt overwhelming to dive into such a detailed and strategic area without a clear roadmap.Hive Tax Planning tool has completely transformed my practice. I’ve been able to deliver more impactful advice, faster than I ever thought possible. Clients are consistently impressed by the thoroughness of the strategies I present, and I’ve seen their trust and satisfaction grow as a result.