HIVE Tax AI Agentic AI for Tax Professionals and Financial Planners

What is HIVE Tax AI?

HIVE Tax AI provides a suite of artificial intelligence tools specifically developed for tax professionals and financial planners. It assists with core tasks such as tax research, tax planning, and client advisory services. The platform leverages agentic AI to streamline workflows and enhance productivity.

By utilizing HIVE Tax AI, professionals can access accurate tax information quickly, including federal and state laws, tax court cases, and IRS publications. It also facilitates the generation of personalized tax plans and automates aspects of tax return analysis, enabling users to save significant time and potentially expand their service offerings. The tool aims to improve client support and ensure reliable, well-cited tax insights.

Features

Client Support: Answer client tax and firm service questions 24/7.
Tax Research: Conduct unlimited tax research across Federal and State laws, tax court cases, and IRS publications with inline citations.
Tax Return Analysis: Upload unlimited tax returns for instant analysis and observations presented on customizable letterhead.
Tax Planning Strategy: Generate personalized tax strategies with potential savings calculations using an updated strategy library.
Agentic AI Framework: Integrates tax planning and return analysis into a seamless agentic workflow.

Use Cases

Streamlining tax research processes for CPAs and tax associates.
Developing personalized tax planning strategies for clients.
Analyzing client tax returns to identify key insights and opportunities.
Enhancing client communication and support with automated responses.
Expanding service offerings for tax firms into advisory and planning.
Improving accuracy and efficiency in tax preparation and consultation.
Verifying tax information with cited references from official sources.

FAQs

What sources does HIVE Tax AI utilize for tax research?

HIVE Tax AI conducts research using Federal and State laws, tax court cases, and IRS publications.
Can HIVE Tax AI analyze uploaded tax returns?

Yes, the platform allows unlimited tax return uploads to perform instant analysis and generate observations.
Does HIVE Tax AI provide citations for its research findings?

Yes, the tool provides inline references and documented citations to support its tax research answers.
Is a free trial available for HIVE Tax AI?

Yes, there is a 7-day free trial available, and no credit card is required to sign up.
Can the output format for tax return analysis be customized?

Yes, the tax return analysis report can be generated on customizable firm letterhead.