Client Support Assistant Documentation | Hive AI

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About
AI Tools
- Tax Research
- Tax Planning
Pricing
Resources
Book a Demo

Log in Sign Up Now

Getting Started (Tax Pros)

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

Billing

How to Subscribe to a Tool
How to Manage your Subscription

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Client Support Assistant

How to Use the AI Customer Support Assistant
Customer Support Assistant – CPA FAQs

Tax Research Assistant

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

Tax Return Analysis

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

Tax Planning Assistant

Tax Planning Tool Summary
How to Build a Tax Planning Strategy
How to Ask a Tax Strategy Question

client assistant icon

Getting Started (Tax Clients)

Creating Your Account
Changing Your Account Settings
Accessing Hive Tax AI – Client FAQs

Support Assistant (Tax Clients)

Using the Customer Support Assistant
Customer Support Assistant – Client FAQs

View Categories

Client Support Assistant

How to Use the AI Customer Support Assistant
Customer Support Assistant – CPA FAQs

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