HIVE TAX AI

Tax Planning Assistant

HIVE Tax AI Financial Planning Assistant icon

Build & Grow Your Tax Planning Service
with AI-Powered Insights

Our AI Assistant is specially trained for tax planning tasks! Whether you’re just starting to offer tax planning services to your clients or you’re a seasoned tax planning expert, our AI assistant will help you simplify and optimize your tax planning process.
01

Answers Any Tax Strategy Question

Got a complex tax query? Our AI is ready to tackle it. From basic deductions to complex tax situations, our AI assistant provides accurate answers tailored to your specific situation.

A complicated tax question for the AI assistant
tax strategy output
02

Builds Personalized Tax Strategies

Do you have a high-net-worth individual seeking estate planning or a remote tech worker looking for multi-state income allocation tax strategies? Our AI assistant analyzes your client’s unique circumstances to create custom tax strategies that maximize their tax savings.

03

Instant Access to Up-to-Date Tax Strategies

Want to stay abreast of the latest tax strategies and techniques? Our HIVE tax strategy library is constantly updated with the most recent expert strategies and techniques.

Recent tax strategies list

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“I was amazed at how quickly this assistant produced a comprehensive tax plan. It was a great first draft and saved me a lot of time by pulling together key insights and items for us to review with more detail. I liked that it output 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.”

— Robert Svboda, CPA

“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 assistant Gen at the IRS forum, research has become incredibly efficient. The tool understands the context of our queries, providing relevant case laws, regulations, and interpretations in seconds.”

— Alicia Van, CPA, Managing Director at TaxStrive Consulting