Meet the HIVE AI Assistant for CPAs
Transform the way CPAs serve client needs, boost productivity, and offer new services.
Why CPAs Love the HIVE AI Assistant
Efficient client onboarding and education chatbot
Provide your clients with 24/7 support and keep them happy, while you focus on high value tasks.
Cost-effective tax research tools
Comprehensive search tax codes and tax court rules and cases from authoritative sources.
Coming Soon!
Expansion in advisory service offerings
Demand for financial advisory services is year round. Extend your tax and financial service offerings beyond the 4/15 deadline!
Try it Now for FREE!
Sign up for access to the AI Assistants. No credit card required.
You'll be notified when we add enhanced features or offer live demos.
Hive Tax AI Tools for Industry Professionals
AI Client Support Assistant
This GPT-4 Turbo powered, client support chatbot conducts new client interviews and onboarding, answers client tax and financial planning questions, and provides tax and financial advice 24/7.
Tax Research Assistant
Advanced keyword search capabilities and up-to-date content libraries combined with an intuitive auto-suggest function.
AI Financial Planner
Financial planning is no longer a high-billing service offered only to high net worth individuals. Let our AI planner do the leg work and generate planning reports. All you need to do is to review and present to your clients!
Transform your practice today with the HIVE AI assistant
Better serve your clients, boost productivity, and grow your business.
What’s the Buzz?
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AI Adoption Checklist for the Small CPA Firm
This guide, created by experts in AI and accounting compliance, will equip you with a roadmap for integrating AI into your practice.
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May 1 Webinar | AI Adoption: A Practical Guide for Small Practitioners
You are invited to join us for a special event on May 1 at 10 am Pacific. Hosted by CPAacademy.org
Case Study: AI Financial Planning Assistant Helps CPA Complete Complex Business Plan in Half the Time
How the HIVE AI Financial Planning Assistant Helped Jeffrey Orr, a CPA,...
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