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Getting Started (Tax Clients)

1 Sub Category | 3 docs

Creating Your Account

Last Updated: December 20, 2023

When your CPA / Tax Firm invites you to Hive Tax AI you will receive an email similar to the example below, inviting you to Opt-In to Hive Tax AI Assistant Tools. ‎ You will then be taken to the Sign up page where you enter your name, email, and select a password to create...

Changing Your Account Settings

Last Updated: December 20, 2023

To edit your account settings click on the Client Settings button below your name at the bottom left of the sidebar menu. ‎ This is your Client Settings page. From this page you can edit your information, change your profile picture, or change your password. ‎ Click on the Edit option top the right of...

Accessing Hive Tax AI – Client FAQs

Last Updated: December 15, 2023