AI Tax Assistant for Tax Professionals
and Financial Planners
Tax research, tax planning, and advisory.
Trusted by over 800 Professionals










Why Tax and Financial Professionals Love Hive Tax Assistant?
Efficient Tax Research
Save 10+ hours a week
Personalized Tax Planning
Grow your advisory service offerings 10x
Try the AI Tax Assistant for FREE!
Sign up for a free, 7-day trial. No credit card required.
Research efficiently with the power of generative AI
Personalized Tax Planning and Year-Round Advisory Powered by an Agentic Assistant
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.
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.
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.
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.
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.
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.
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.
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.