Agentic AI for Tax Professionals
and Financial Planners
Tax research, tax planning, and advisory.
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Why Tax Professionals Love the HIVE
Accurate tax research tool
Save 10+ hours a week
Personalized tax planning
Grow your service offerings 2x
Try the AI Tax Assistant for FREE!
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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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Elevate Your Tax Practice with AI Tools
Streamline Workflows with an AI Tax Assistant
Tax professionals need tools that save time and enhance accuracy. Our AI Tax Assistant is designed to handle everything from client queries to complex tax research. Whether you’re looking for an AI tax bot or a comprehensive AI tax software , Hive’s assistant ensures you stay ahead of deadlines while delivering precise results.
Why Choose HIVE?
- Save 10+ hours per week on tax research.
- Get accurate answers backed by citations from trusted sources.
- Provide exceptional client support with instant responses.
“Hive Tax AI doesn’t just save me time—it delivers unmatched accuracy.”
— Andy Rios, Senior Tax Associate at RSM
Discover the Best AI Tax Software for Your Needs
Finding the best AI tax software can be challenging, but HIVE stands out as the ultimate solution for modern tax professionals. Our tax AI software integrates seamlessly into your workflow, offering advanced features like tax planning strategies and tax research—all powered by agentic AI.
Key Features
- Real-time updates on tax laws and regulations.
- Customizable workflows tailored to your firm’s needs.
- Generate detailed reports in minutes, not hours.
“With HIVE Tax AI, I’m saving at least 80% of the time I used to spend on tax research.”
— Homa Moaddel, EA, CA
Empower Your Practice with AI Tools for Tax Professionals
The future of tax planning lies in leveraging AI tools for tax professionals. HIVE’s suite of solutions includes everything from tax research to tax planning, helping you grow your service offerings exponentially.
How We Can Help
- Expand into tax planning with confidence using our intuitive tools.
- Automate routine tasks so you can focus on high-value advisory services.
- Deliver actionable insights to clients faster than ever before.
“HIVE Tax Planning generates detailed strategies and calculates potential savings within seconds.”
— Torre Turner, Caldwell Wealth Management, TX
Stay Ahead with Advanced Tax AI Software
Our tax AI software combines the latest advancements in artificial intelligence with practical applications for tax professionals. From compliance checks to strategic planning, HIVE ensures you’re always one step ahead.
What Sets Us Apart:
- Proprietary task-based AI agent framework (“Paul”) for seamless workflows.
- Continuous updates based on changing tax regulations.
- Verifiable reference links attached to responses.
“Among all the AI-driven solutions I’ve tried, HIVE stands out for its precision and clarity.”
— Carlos Pimentel, MA, CP Tax Service
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.