We’re excited to announce a major update to the Hive AI Tax Planning Platform that takes tax planning to a whole new level.
Our platform now supports all business types and any documents, making it one of the most versatile and powerful tax planning solutions available for CPAs, tax professionals, and financial advisors. Whether you’re working with business owners, trusts, or partnership clients, Hive Tax AI delivers a seamless and holistic planning experience.
What’s New in This Release
1. Comprehensive Document Support
You can now upload up to three documents at once — such as tax returns, financial statements, or other supporting files.
Our AI automatically:
- Extracts and summarizes tax return data
- Integrates insights from all uploaded documents
- Generates a personalized, holistic tax plan tailored to your client’s unique situation
This makes it easier than ever to provide in-depth advisory services without hours of manual review.
2. Over 100 Built-In Tax Strategies
Our library of 100+ tax strategies spans:
- Personal tax planning
- Business entity strategies
- Estate and trust planning
- Partnership and corporate tax opportunities
All strategies are fully updated with the latest One Big Beautiful Bill Act (OBBBA) changes, ensuring you’re delivering accurate, compliant, and up-to-date advice.
3. Improved User Experience and Deliverables
We’ve redesigned our tax plan report to make the tax strategies easy to follow with highlighting the tax savings at fed and state level.
Plus, client deliverables are now polished and presentation-ready, so you can confidently share them with clients and prospects.
Why This Update Matters
Since launching just a few months ago, hundreds of tax and financial advisors have been using Hive Tax AI to streamline their workflows. Here are some real-world use cases we’ve seen:
- From Tax Prep to Advisory
Transition your practice by running a few client tax returns through Hive.
Show clients strategies and they will appreciate your proactive planning— many will engage you to implement these opportunities. - Prospective Client Consultations
When meeting a prospective client, simply upload their prior tax return and deliver immediate insights, demonstrating your value from the very first meeting. - Complex Partnership or Trust Situations
Quickly analyze one-off transactions and generate strategy recommendations without spending hours digging through forms and documents. - Business Planning for Growth
Help business clients evaluate strategies like equipment purchases, R&D credits, or cost segregation in minutes. - Retirement Planning for High-Net-Worth Clients
Provide holistic retirement strategies, integrating personal and business tax considerations. - Crypto Investor Tax Planning
Handle clients with complex cryptocurrency transactions by running detailed tax analysis and strategy recommendations.
Your Year-Round AI Tax Assistant
Hive Tax AI is not just a one-time tool — it’s a year-round partner for your tax advisory practice.
With support for every type of client and document, you can deliver higher-value services while spending less time on manual research and planning.
Get Started Today
Join the growing community of tax professionals who are transforming their practices with Hive Tax AI.
Upload. Analyze. Advise. All in Minutes.