Financial Planning Assistant – Client FAQs

  • What is the AI Financial Planning Assistant?
    • The AI Financial Planning Assistant generates a personalized financial plan for you based on your answers to a questionnaire and is then looked over and approved by your CPA. 

  • How do I access the AI Financial Planning Assistant?
    • Once your CPA invites you to the AI Financial Planning Assistant you will receive an email from Hive Tax AI with instructions on how to sign up for the service. 

  • How do I see my AI Financial Planning report?
    • If your CPA has given you access to the Financial planning assistant, you can access it by selecting the Financial Planning tab on the sidebar, then clicking the view button in the action column for your report. 

  • How do I fill out the AI Financial Planning Assistant Questionnaire?
    • You will be prompted to fill out a questionnaire once you are invited to the AI Financial Planning Assistant by your CPA. Follow the instructions given by the page to fill out the questionnaire.  

  • Do I have to fill-out the entire questionnaire at once?
    • No, if you are unsure of the answer to a question you can leave and resume the questionnaire at a later time. 

  • What if I do not know the answer to a question from the AI Financial Planning Assistant Questionnaire?
    • If the question does not have a star (*) next to it, it is optional and can be skipped. Otherwise consult with your tax advisor on what you should fill out for the question. 

  • Can I give estimates for the questions on the AI Financial Planning Assistant Questionnaire?
    • Yes but we highly recommend giving the most accurate information as the more accurate your answers are, the more accurate your AI Financial Planning Assistant will be when generating a report for you.

  • Do I need to submit my previous 2 years of tax returns to complete the questionnaire?
    • No, submitting your previous 2 years of tax returns is optional but we do recommend submitting them to provide the most accurate report from your AI Financial Planning Assistant. 

  • Where can I access my AI Financial Planning report after I finish the Questionnaire?
    • Your AI Financial Planning report will be generated then sent to your CPA for review. Once they have reviewed it, they will go over the report with you. You can check the status of your report if you select Financial Planning in the sidebar, then your report status will be shown in the Status column

  • How can I save my AI Financial Planning report?
    • If you wish to save your AI Financial Planning report after your CPA has reviewed and walked you through it, ask your CPA if you can have a copy of the report.