Financial Planning Assistant – CPA/Firms FAQs

  • What is the AI Financial planning Assistant?
    • AI tax planner does the leg work and generates personalized financial planning reports for your client after. All you need to do is to review and present to your clients.

  • How do I give my client access to the AI Financial Planning Assistant
    • Select the Clients tab in the sidebar menu, then select Invite Client to Financial Planning Tool at the top right of the Clients page and fill out the required information.

  • How does the AI Financial Planning Assistant generate a personalized report for my client?
    • The AI Financial Planning Assistant generates a report using the answers given to it by the client filling out the questionnaire.

  • Can I view my clients answers to the questionnaire?
    • Yes, you can view your clients answers to the AI Financial Planning Assistant questionnaire after they submit the questionnaire and it is ready for review. You will receive an email from support@hivetatech.com stating that their is a financial plan ready for review. Clicking the View Plan button at the bottom of the email will take you directly to your clients questionnaire answers. 

  • What happens after my client submits their questionnaire?
    • After your client submits their questionnaire the AI Financial Planning Assistant will take a moment to review the answers and generate a financial planning report from them. You will receive an email when this report is ready for you to review.

  • Where can I view my clients AI Financial Planning report?
    • After the report is generated for your client, you will be able to view and approve the report before your client has access to it.

  • Can I make changes to my clients AI Financial Planning report?
    • Yes, you can change your clients AI Financial Planning report by either adding new context to the Assistant in the chat text box below the report (ex: Asking the Assistant to change the clients retirement age to 70), or by copying the report and manually changing it. 

  • How can I copy my client’s AI Financial Planning report?
    • Yes you can copy your clients AI Financial Planning report by clicking the Copy icon at the bottom left of the Assistants chat box.