HIVE TAX AI
Lotus Li
Lotus Li is a CPA who has transformed 20 years of professional experience into building products with a mission to simplifying everyone’s tax journey. She is passionate about bringing cutting-edge AI into the world of tax and finance and is deeply immersed in designing, building, and launching innovative AI-powered tax solutions.
Unlocking Efficiency: How AI-Powered Tax Research Tools Revolutionize CPAs’ Work
In the realm of tax preparation and compliance, the landscape is constantly shifting. CPAs (Certified Public Accountants) navigate through a maze of ever-evolving regulations, complex codes, and intricate policies. In such a dynamic environment, staying updated is not...
Will AI Replace Tax Preparers? Navigating the Future of Taxation with Technology
In an era defined by rapid technological advancements, the question looms large: will AI replace tax preparers? For CPAs and tax professionals, this query sparks both curiosity and concern. While AI-powered tools have undeniably transformed the tax landscape, their...
AI Adoption Checklist for the Small CPA Firm
This guide, created by experts in AI and accounting compliance, will equip you with a roadmap for integrating AI into your practice.
AI Revolutionizes Financial Advising: How It Empowers Advisors and Benefits Clients
There was a recent article published in Investopedia how AI can help financial advisors. The article explores the growing impact of Artificial Intelligence (AI) in the financial services industry, specifically on financial advisors and their clients. Key Takeaways...
Case Study: AI Financial Planning Assistant Helps CPA Complete Complex Business Plan in Half the Time
How the HIVE AI Financial Planning Assistant Helped Jeffrey Orr, a CPA, Complete a Complex (Investing in Puerto Rico) Client Case within Half of the Budgeted Time Background Jeffrey Orr is a CPA based in California that specializes in providing financial...
Case Study: Human Financial Advisors vs. HIVE’s AI Financial Planning Assistant
Executive Summary This case study examines the efficiency, quality, and comprehensiveness of retirement financial plans generated for Jeff and Susan Matthews by both a human financial advisor and HIVE’s AI financial planning assistant. The findings reveal that the AI...
AI Adoption Guide for Financial Advisors
Future of Financial Planning is Here. Are You Ready? Financial planning is on the cusp of a major transformation, driven by the emergence of artificial intelligence (AI). While this exciting development holds immense potential, many financial advisors are hesitant to...
2024 AI Adoption Guide for Small CPA Firms
This eBook was created to equip small CPA firms with the knowledge and tools needed to thrive with the coming of Artificial Intelligence.
5 Ways AI is Reshaping Financial Planning: A CPA & CFP’s Guide
The financial planning industry is on the cusp of a major transformation, and at the heart of this change lies artificial intelligence (AI). As CPAs, accountants, and financial planners, we've always strived to provide personalized guidance and insightful strategies....
HIVE AI’s Financial Planning Tool is Your Junior Assistant for Streamlined Success
In the world of financial advisory services, efficiency and accuracy are paramount. HIVE AI's Financial Planning Assistant emerges as a game-changer, revolutionizing the way financial professionals manage their client interactions and business operations. This...