HiveTax

Hive Tax AI is a complete set of AI software designed to improve different parts of a CPA business, offering support during tax season and throughout the year.

The software suite provides various AI assistants designed to change how CPAs serve customers by improving efficiency and providing new services.

The AI Tax Research Assistant provides enhanced keyword search capabilities and current content libraries for effective tax research. It enables thorough searches of tax laws, rules, and court cases using trusted sources.

The AI Tax Client Support Assistant is a GPT-4 Turbo-powered client support chatbot. It is able to conduct new client intake, manage onboarding, address tax and financial planning questions, and deliver around-the-clock tax and financial advice.

The AI Financial Planning Assistant is intended to broaden financial advisory services beyond wealthy clients.

This tool provides valuable financial planning by generating reports that need only to be reviewed before being presented to clients.

Finally, Hive Tax AI delivers personalized AI solutions tailored to your unique requirements. This can include training an AI Assistant using your private knowledge base, with options for cloud hosting, a vector database and API, or refining AI for improved performance.