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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
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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
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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
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Getting Started (Tax Clients)

3
  • Creating Your Account
  • Changing Your Account Settings
  • Accessing Hive Tax AI – Client FAQs
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Support Assistant (Tax Clients)

2
  • Using the Customer Support Assistant
  • Customer Support Assistant – Client FAQs
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Creating Your Account

< 1 min read

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.

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You will then be taken to the Sign up page where you enter your name, email, and select a password to create an account. After that you can agree to the Terms & Conditions and select Continue to create your account.

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When your account has been created successfully, you will then be taken to your Hive AI Dashboard homepage with your company name and logo at the top left and your name at the bottom left.

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

Updated on December 20, 2023

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