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Getting Started (Tax Pros)

5
  • Creating a Hive Tax AI Account
  • How to Activate a Free Trial
  • How to View Client Information
  • Changing Your Account Settings
  • Accessing Hive Tax AI – CPA FAQs
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Billing

2
  • How to Subscribe to a Tool
  • How to Manage your Subscription
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Client Support Assistant

2
  • How to Use the AI Customer Support Assistant
  • Customer Support Assistant – CPA FAQs
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Tax Research Assistant

3
  • Tax Research Tool Summary
  • How to Ask a Tax Research Question
  • How to Search by Citation

Tax Return Analysis

2
  • Tax Return Redaction and Uploading User Guidelines
  • Hive Tax AI’s AI Prompt Library for Tax Return Scenario Analysis
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Tax Planning Assistant

3
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  • How to Build a Tax Planning Strategy
  • How to Ask a Tax Strategy Question
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Getting Started (Tax Clients)

3
  • Creating Your Account
  • Changing Your Account Settings
  • Accessing Hive Tax AI – Client FAQs
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Support Assistant (Tax Clients)

2
  • Using the Customer Support Assistant
  • Customer Support Assistant – Client FAQs
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Accessing Hive Tax AI – Client FAQs

1 min read

  • How do I sign-up for Hive Tax AI?
    • You will be sent an email with an activation link from your CPA when they have invited you to join. Click the Opt-in for AI Assistant Tools button in the email you received and follow the steps to create your account.

  • Is Hive Tax AI available in my State?
    • Hive Tax AI is available in all 50 US states. 

  • Is Hive Tax AI available in my Country?
    • Hive Tax AI is currently available in the United States. 

  • Where is my account verification code?
    • Your account verification code was sent to the account that you signed up with and may have been mistakenly flagged as spam by your email provider. Please contact support at support@hivetatech.com if you are still not receiving it. 

  • How do I reset my account password?
    • You can reset your account password by sending an email to support@hivetatech.com and requesting a password reset.

  • How do I change my profile information?
    • Select the Client Settings button in the sidebar menu, then the Edit button near your profile picture. From here you can edit your personal information such as your email address, phone number or address. 

  • How do I change my profile picture?
    • Select the Client Settings button in the sidebar menu, then Edit Profile in the Profile section. You can select one of the premade profile images or upload your own image (image size and file type restrictions may apply)
Updated on December 15, 2023

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