Hive Tax AI is a comprehensive suite of AI-based software tools designed to enhance various aspects of a CPA practice, offering support not only during tax time but throughout the year.

The software suite includes a range of AI assistants which aim to transform how CPAs serve their clients with improved productivity and the offering of new services.

The AI Tax Research Assistant tool has advanced keyword search capabilities and houses up-to-date content libraries for efficient tax research. It allows for comprehensive search of tax codes, tax court rules and cases using authoritative sources.

The AI Tax Client Support Assistant is a client support chatbot, powered by GPT-4 Turbo, that can conduct new client interviews, handle onboarding, answer tax and financial planning queries, and even provide tax and financial advice round the clock.

The AI Financial Planning Assistant tool is aimed at expanding the scope of financial advisory services, which are not limited to high net worth clients.

The tool renders valuable financial planning services, including generating planning reports which then only require reviewing and presenting to clients.

Lastly, Hive Tax AI offers custom AI solutions, which can be tailored to your specific requirements, such as training an AI Assistant on your proprietary knowledge base, with options for cloud hosting, a vector database and API, or fine tuning AI for advanced results.