Logo
  • Home
  • About
  • AI Tools
    • Tax Research
    • Tax Planning
  • Pricing
  • Resources
    • Tax AI Answer Library
    • Company News
    • Blog Articles
    • Events
    • Case Studies
  • Join a Demo
  • Log in
  • Sign Up Now
  • About
  • AI Tools
    • Tax Research
    • Tax Planning
  • Pricing
  • Resources
    • Tax AI Answer Library
    • Company News
    • Blog Articles
    • Events
    • Case Studies
  • Join aDemo
Log in Sign Up Now

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
hive icon

Billing

2
  • How to Subscribe to a Tool
  • How to Manage your Subscription
client assistant icon

Client Support Assistant

2
  • How to Use the AI Customer Support Assistant
  • Customer Support Assistant – CPA FAQs
HIVE Tax Research Assistant Icon

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 assistance

Tax Planning Assistant

3
  • 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)

3
  • Creating Your Account
  • Changing Your Account Settings
  • Accessing Hive Tax AI – Client FAQs
HIVE AI Tax Assistant client support chatbot icon

Support Assistant (Tax Clients)

2
  • Using the Customer Support Assistant
  • Customer Support Assistant – Client FAQs
View Categories

Changing Your Account Settings

1 min read

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 Products tab of the left settings menu, then select Edit Services. From here you can add or remove Hive AI services that you have access to.

‎

To change your firm information select the Firm Information tab of the settings menu. From here you can change the information that you entered for your firm during the sign up process such as the firms name, services you provide, website, and whether or not you want to allow the Customer Support Assistant to answer questions about your firm.

‎

To change your Customer Support Assistants avatar, select the branding tab at the top right, then the Edit Branding option. From here you can select any of the pre-made avatars or select Upload Image to add your own image if it meets the 256×256 pixel size and PNG, JPEG, or ICO file requirements.

‎

We appreciate any feedback you may have, you can submit your feedback here.

Updated on December 20, 2023

What are your Feelings

  • Happy
  • Normal
  • Sad
Share This Article :
  • Facebook
  • X
  • LinkedIn
  • Pinterest
How to View Client InformationAccessing Hive Tax AI – CPA FAQs
  • About
  • AI Tools
  • Pricing
  • Resources
  • Join aDemo
  • Security
  • Privacy Policy
  • Terms & Conditions

Copyright © 2023-2025 Hive Tax AI