HIVE TAX AI

Tax Return Analysis

tax research tool
Securely upload a tax return and review the tax return analysis within seconds!

Discover hidden opportunities for savings.

Wow clients with comprehensive reports, all on your branded letterhead.

Navigate the complexities of your clients’ individual situations and make informed decisions confidently with this intuitive tool and invaluable reporting function. Save time and win over new clients.

Reviewing Tax Returns Has Never Been Easier

01

AI Tax Return Analysis

Advanced OCR technology to scan personal tax returns accurately and AI summarizes the key sections of a tax return.

See a sample report: View / Download
Tax return analysis with multiple outputs
Dashboard showing returns

02

Data Privacy and Security

No tax return data is stored on a database or in the cloud. The scanned tax returns pass through the AI model and is purged immediately as the report is output.

03

Delight Your Clients with Unearthed Savings

Our tool meticulously scrutinizes tax returns, uncovering potential tax saving opportunities. Once the file has been processed, you can ask questions specific to that file and receive insightful answers.

Continuing a conversation after files are uploaded
Sample of a report with a logo

04

Win New Business with Impressive Onboarding

Imagine effortlessly uploading a new client tax return and being able to present a beautiful report, branded with your firm’s logo. This report not only showcases potential savings but also leaves a lasting impression. Harness this capability and watch as satisfied clients become your most effective marketing tool, driving new business your way.

Try it Now for FREE!

Sign up for access to the HIVE AI platform. No credit card required.
You’ll be notified when we add enhanced features or offer live demos.

“The tax return analysis feature was very intuitive to use. We quickly uploaded our client’s return and received a branded report in minutes. This tool is going to save us a lot of time, and better yet it can catch some details that we might miss in the flurry of tax season.”

— Pablo Loreto, CPA

“I was initially skeptical about replacing our extensive content library, but testing the HIVE AI tax research tool has been a revelation. It’s not just a search engine; it’s an interactive research assistant. It suggests related topics and even identifies potential tax-saving opportunities we hadn’t considered.”

— William Robert, CPA, Partner at Legacy Tax &