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Trusted by over 1000 professionals

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Tax Research, Planning and Advisory on One Integrated, Secure Platform

Efficient Tax Research

Accurate tax answers with precise citations — plus multi-use case workflows to support a wide range of tax analyses.

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One-Click, Beyond-1040 Tax Planning

Translate any tax document into actionable, holistic plans with human-expert-level insights.

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Why Choose HIVE Tax AI?

Accurate Tax Research Results

Hive Tax AI is powered by a highly curated database containing only the most trusted tax resources, updated regularly to keep up with changes in tax laws. By investing in data quality at every stage of our processes, we ensure answers you can verify using sources you can trust.

With AI tax software like Hive Tax AI, you can rely on accurate results that eliminate guesswork and ensure compliance. Whether you’re using it as your go-to AI Tax Assistant or integrating it into your existing workflows, Hive ensures precision at every step.

Personalized Tax Planning Insights

Powered by multiple AI models and an agentic workflow, Hive Tax Planning Assistant offers in-depth, personalized tax plans trained on over 100 constantly updated tax strategies.

Hive Tax Planning assistant enables tax professionals to tailor strategies for each client’s unique needs—whether it’s estate planning, multi-state income allocation, or maximizing deductions. Our AI tax assistant analyzes client circumstances to deliver actionable insights that maximize savings and simplify complex scenarios.

Collaborative Assistant Experience

Whether receiving help with a tax query, utilizing your assistant to create tailored tax plans for clients, or providing continuous client tax guidance, you will consistently encounter collaborative interaction with your assistant.

The AI Tax Assistant ensures seamless integration into your daily tasks, empowering you to focus on high-value advisory services. With tax AI software like Hive, you’ll have a reliable partner to handle everything from research to strategy implementation.

Secure Work Space

We prioritize security and data privacy. This includes automatic PII redaction, encryption, strict data access controls, and adherence to SOC II standards.

Rest assured that your clients’ sensitive information is protected at all times when using AI tax software like Hive. Whether you’re leveraging our AI tax assistant for quick queries or utilizing our advanced tools for tax planning, Hive upholds the highest standards of security and compliance.

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

Book a Demo

Note: If you’re primarily interested in our AI Tax Research tool, we recommend starting with a 5-day free trial instead of booking a demo. The AI Tax Research tool is highly intuitive and designed for immediate use. If you have questions about data sources or security, please visit our FAQs section. We also host weekly group training sessions every Thursday.

FAQs

Answers to the most frequently asked questions.

For our AI tax research tool, we employ a smart routing system: straightforward tax questions are directed to a low- or non-reasoning model for maximum speed, while complex tasks are routed to a high-reasoning model for superior accuracy.

The AI tax planning tool utilizes a multi-step agentic workflow. This structure deploys multiple models and reasoning capacities across various steps to guarantee optimal results for diverse planning tasks.

We are committed to continuous evaluation and updating of our AI models, ensuring the best possible models are deployed for every task.

We want to emphasize that we do not use any user input or output data to train our AI models. As a vertical AI application developer, we do not rely on open-source AI models for training. Instead, we have developed a specialized, extensive tax data pipeline. This data is either meticulously curated by our domain and data engineering teams or consists of our proprietary tax data.

Our data foundation includes:

For the AI tax research tool: Comprehensive primary federal and state tax data, including the IRC, Treasury Regulations, IRS PLRs, CCAs, TAMs, Revenue Procedures, Rulings, Notices, Forms, Publications, Dawson Tax Court Cases, State Codes, State Regulations, State Admin Websites, and Tax Foundation resources.

For the AI tax planning Tool: Over 150 built-in, proprietary tax strategies.

Our AI tax research tool benefits from real-time IRS and state tax data updates.
For the AI tax planning tool, we update our tax strategies every quarter.

We prioritize accuracy, as lapses can occur when tax data isn't current or due to AI model drift. To ensure the highest level of accuracy, we employ the following measures:

Weekly Testing & Auditing: Over 200 tax questions are tested every week.

Rapid User Feedback Loop: Feedback received from real users is reviewed within 24 hours.

Continuous AI Monitoring: We maintain a dedicated mechanism for ongoing monitoring of our AI models.

Your data is never retained, shared, or reused beyond your request.

PII Redaction: Files are automatically scrubbed before processing.

Secure Processing: All transfers and processing are encrypted.

See our Security Page for details.