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HIVE TAX AI

AI Client Support

ai tax assistant icon

Say goodbye to tedious back-and-forth email chains, and hello to efficient interactions on your behalf. HIVE’s cutting-edge assistant is designed to transform the way CPAs engage with clients.

Answer your client’s inquiries about common tax tax topics and your firm practice with you in the loop 24/7.

See HIVE’s Client Support Assistant in Action

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Offer 24/7 Client Support

This helpful assistant never sleeps, and can therefore accommodate diverse client schedules. The client support tool reallocates resources effectively and establishes a seamless client-advisor partnership.

Client invitation
A chat history of the client screen
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Dashboard Visibility

All communications between the client and chatbot are recorded on a professional dashboard. Review all the discussions to ensure accuracy and provide additional context as needed. Gain complete confidence in your assistant’s interactions.

Upcoming Demos

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“As a CPA, I found the AI tax advisor bot to be an invaluable tool. It automated many routine tasks, which freed up my time to focus on more complex tax situations for my clients.”

— Samuel Dodin, CPA

“I appreciate how the client support assistant not only assists with client’s tax questions but also offers insights into potential tax-saving strategies. It’s like having a knowledgeable co-worker on hand 24/7.”

— Paul J Spann, CPA

“The client support assistant is a real game-changer for our firm. It’s sped up our workflows significantly, and the increased efficiency has allowed us to take on more clients.”

— Jaime A Mayorga CRTP, Tax Professional

Try the AI Tax Assistant for FREE!

Sign up for a free, 7-day trial. No credit card required.