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Meet the HIVE AI tax assistant platform

Delight customers, boost productivity, and offer new services with this powerful suite of AI tools for tax professionals.

Why Tax Professionals Love the HIVE

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Efficient client support

Provide your clients with 24/7 support and keep them happy, while you focus on high value tasks.

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Accurate, efficient tax research tool

Unlock unprecedented efficiency in your tax research process with verifiable authoritative reference links.

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Expand your services with tax return analysis and planning

Demand for tax advisory and planning services is year round. Extend your services beyond the 4/15 deadline!

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HIVE AI Tax Tools for Professionals

Client Support

This AI-powered Client Support offers 24/7 virtual support for tax professionals, answering client inquiries on tax topics and your firm service while keeping you in the loop. Using specialized AI and up-to-date tax data, it adapts to client communication styles, ensuring efficient support with CPA oversight.

A chat history of the client screen

Tax Research Tool

The Tax Research Tool generates precise response to tax research by question, keyword, or citation, complete with authoritative reference links and customizable response formats. Leveraging multiple AI models fine-tuned for specific tax specialties, it ensures up-to-date data and expert-level accuracy for tax professionals.

Tax Return Analysis

This Assistant provides in-depth analysis of 2021-2023 personal tax returns. It offers a detailed summary, review checklist, and tax savings strategies. Using advanced OCR technology, it delivers personalized insights and downloads results into firm-branded letterhead for a professional, seamless experience.

Dashboard showing returns
Example of a tax planning output report

Tax Planning Assistant

The AI-Powered Tax Planning toolhelps build personalized tax strategies and answers any tax strategy-related questions using the latest data from the HIVE tax strategy library. Backed by a specialized AI model, it provides up-to-date tax insights and techniques tailored to your clients’ unique financial goals.

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. 

Joey Geter, CPA, CRS CPAs, TN

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.

Micha Brookins, CPA at AM CPA, Kansas

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.

Andy Rios, Senior Tax Associate at RSM

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.

Torre Turner, Caldwell Wealth Management, Texas

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.

D. Anderson, CPA, San Diego, CA

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.

Homa Moaddel, EA, CA

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.

Carlos Pimentel, MA, CP Tax Service

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.

Gery G Gencheva, EA at GG Income Tax, IL