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- Tax Research
- Tax Planning
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Getting Started (Tax Pros)

5

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

2

How to Subscribe to a Tool
How to Manage your Subscription

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Client Support Assistant

2

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

Tax Research Assistant

3

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

Tax Return Analysis

2

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

Tax Planning Assistant

3

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

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Getting Started (Tax Clients)

3

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

Support Assistant (Tax Clients)

2

Using the Customer Support Assistant
Customer Support Assistant – Client FAQs

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Customer Support Assistant

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

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