HIVE TAX AI
Tax Planning Assistant
Upload. Analyze. Advise. All in Minutes
Securely upload two years of your client’s tax returns and/ or complete a free-form questionnaire—your AI Tax Planning Assistant will instantly generate a detailed tax return analysis and a personalized tax plan.
Specially trained in the latest tax planning strategies and updated quarterly, your AI Assistant doesn’t just identify hidden savings—it calculates them down to the dollar.
Deliver impressive, comprehensive reports on your branded letterhead.
And it doesn’t stop there—tax advisory is a year-round service. Continue engaging with your AI Assistant throughout the year to provide ongoing, proactive advice to your clients.
01
Insightful Tax Return Analysis
Advanced computer vision scans personal tax returns with unmatched precision. Our LLM-powered agentic workflow then transforms that data into a clear visual tax summary, dynamic data visualizations, and expert-level observation notes—delivering actionable insights at a glance.
02
Security You Can Trust
We do not store any tax return data in a database or in the cloud. Uploaded documents are securely processed through our AI models and automatically purged immediately after the report is generated.
To protect sensitive information, we’ve implemented automatic PII redaction, ensuring all personally identifiable information is removed before any data reaches our AI models.
We are proud to be SOC 2 Type I compliant, reflecting our commitment to maintaining the highest standards of data security and privacy.
03
In-depth and Personalized Tax Strategies
Based on your client’s uploaded tax returns and intake form, our high-reasoning AI models generate an in-depth, personalized tax plan—complete with actionable strategies, step-by-step implementation guidance, detailed tax savings calculations, relevant citations, and risk assessments with de-risking recommendations.
04
Proactive, year round Tax Planning and Advice
Your AI Assistant retains the memory of your client’s tax information and is continuously trained on the most current tax strategies—making it your trusted partner for delivering proactive, personalized tax advice all year round
Try the AI Tax Assistant for FREE!
Sign up for a free, 7-day trial. No credit card required.