May 7, 2024 | Case Studies
In an era defined by rapid technological advancements, the question looms large: will AI replace tax preparers? For CPAs and tax professionals, this query sparks both curiosity and concern. While AI-powered tools have undeniably transformed the tax landscape, their...
Apr 8, 2024 | Case Studies
How the HIVE AI Financial Planning Assistant Helped Jeffrey Orr, a CPA, Complete a Complex (Investing in Puerto Rico) Client Case within Half of the Budgeted Time Background Jeffrey Orr is a CPA based in California that specializes in providing financial...
Mar 28, 2024 | Case Studies
Executive Summary This case study examines the efficiency, quality, and comprehensiveness of retirement financial plans generated for Jeff and Susan Matthews by both a human financial advisor and HIVE’s AI financial planning assistant. The findings reveal that the AI...
