Hive Tax AI
Hive Tax AI provides an integrated, secure platform for tax research, planning, and advisory work, trusted by over 1,000 professionals. The platform combines AI-powered research with precise citations and one-click, beyond-1040 tax planning that translates documents into actionable strategies. It routes queries across multiple AI models to deliver accurate, timely answers for complex scenarios like estate planning and multi-state income allocation.
- Artificial Intelligence
- AI Agents
- Financial Technology
- Software Only
Funding
Founders
Product
Problem
Tax professionals face time-consuming research processes that require sifting through vast amounts of authoritative sources, including IRS publications, tax court rulings, and state tax sites. Traditional research tools often provide generic answers without the depth or citations needed for complex client scenarios, while planning requires manually translating documents into actionable strategies.
Solution
Hive Tax AI offers a unified platform that combines AI-powered tax research with comprehensive tax planning capabilities. The research assistant delivers accurate answers with precise citations, automatically routing queries to multiple AI models with different reasoning levels to ensure appropriate depth and accuracy. The platform supports multiple use-case workflows beyond simple Q&A, including complex tax analysis, daily client inquiries, and professional memo generation. Its tax planning assistant translates any tax document into holistic, actionable plans with human-expert-level insights, covering areas such as estate planning, multi-state income allocation, and deduction maximization. The system continuously updates from authoritative sources like the IRS, tax courts, and state tax sites, ensuring current and reliable information.
Target Audience
Primary users are tax professionals, including CPAs, tax attorneys, enrolled agents, and advisory firms that need efficient research, planning, and client guidance tools. The platform serves individual practitioners as well as firms handling complex tax scenarios across multiple jurisdictions.
Features
- Multi-use case workflows with built-in prompts for various tax analysis scenarios, from complex research to professional memos
- Multiple-AI model routing that automatically directs questions and files to models with appropriate reasoning capabilities
- Dynamic search across free-form questions, keywords, or citations to specific sources including IRS publications, news releases, tax court rules, and cases
- One-click, beyond-1040 tax planning that translates documents into holistic strategies with expert-level insights
- Continuous updates from authoritative sources such as the IRS, tax courts, and state tax sites
- Collaborative assistant experience for tax queries, tailored client tax plans, and ongoing client guidance