Creating a Hive Tax AI Account

To create an account, go to https://dashboard.hivetax.ai/onboarding/ and fill out your name, email address and choose a password. After accepting the Terms & Conditions you can create your account by selecting the yellow Sign Up button. ‎ On the next page you will choose the Hive AI products that you are interested in using. After...

How to Activate a Free Trial

Take advantage of a free, no-obligation 14-day trial of Hive Products. Experience the benefits firsthand, including: No payment details required until you’re ready to subscribe. Notifications will be sent as your trial ends. Start exploring Hive’s powerful tools today! ‎After signing up and logging in, click on any of the Start 14 Day Trial buttons...

How to View Client Information

To view your client information select the Clients option on the left sidebar menu which will take you to the Clients page. ‎ From the Clients page you can see your Clients, when their account was created, their email address, phone number (if given), what Hive AI services they have access to, and their account...

Changing Your Account Settings

To change your account settings, select the Firm Settings button located at the bottom of the left sidebar. ‎ From the settings screen you can manage the Hive AI services that you use, change your firm information, and change the branding of your Customer Support Assistant avatar. ‎ To change your services, select the Manage...

Accessing Hive Tax AI – CPA FAQs