Customer Support Assistant – Client FAQs

  • What is the AI Customer Support Assistant?
    • This GPT-4 powered chatbot answers tax questions and provides tax advice 24/7.

  • How do I access the AI Customer Support Assistant?
    • You will receive an activation email from Hive when your CPA has activated your account to receive access to the AI Customer Support Assistant. 

  • How do I ask the AI Customer Support Assistant a question?
    • Click the Support Chatbot button in the sidebar menu, then Ask Tax Questions, and either select a pre-made question or use the text box to ask a question.

  • What types of questions can I ask the AI Customer Support Assistant?
    • You can ask the AI Customer Support Assistant tax related questions, from basic queries about tax forms and filing deadlines, to more complex questions about deductions, tax laws, and state-specific tax issues. 

  • Can my Tax advisor view my AI Customer Support Assistant chats?
    • Yes, your Tax advisor can view your chat history with the Assistant in order to help provide further clarification about a tax question you may have. 

  • Can the AI Customer Support Assistant answer questions about my tax firm?
    • Yes the AI Customer Support Assistant can answer specific questions about the tax firm you are using if that feature is supported by them.

  • Can the AI Customer Support Assistant answer questions about my financial history?
    • The AI Customer Support Assistant can answer questions about your financial history that you have given it either in chat or with the AI Financial Planning Assistant. Please do not give the AI Customer Support Assistant personal identifiable information such as your SSN or date of birth. 

  • Are the AI Customer Support Assistants answers backed by my Tax advisor?
    • Consider reaching out directly to your CPA if you have an important tax question you would like them to double-check and confirm.