Hive Tax AI
AI Tax Planning Tool
Hive Tax AI is an AI-native tax planning tool that turns messy meeting notes, tax returns, and client documents into tailored, actionable tax-saving strategies—instantly.
Most tax planning tools (like Holistiplan) are excellent, but they share one major limitation: they only work after you have a completed 1040.
That means you miss the biggest opportunity of all—the discovery meeting, when you only have rough notes, partial information, or a conversation.
Hive Tax AI fills that gap.
We work before the 1040—and far beyond it—acting as a powerful sales enabler for tax professionals.
How Hive helps you win more business
Instantly convert prospects
Upload raw meeting notes or documents → one click → immediate, client-ready tax strategies you can walk through on the spot.
No client limitations
Handle simple W-2 clients, complex business owners, and high-net-worth families—cases most tools can’t touch.
Zero learning curve
No manual data entry. No rigid workflows. Just upload, analyze, and advise.
FPA Advantage
Hive Tax AI is a powerful sales enabler for tax professionals. Financial advisors use Hive to turn raw meeting notes into tailored tax planning opportunities—helping them convert more clients, faster.
Benefits
How Hive helps you win more business
Instantly convert prospects
Upload raw meeting notes or documents → one click → immediate, client-ready tax strategies you can walk through on the spot.
No client limitations
Handle simple W-2 clients, complex business owners, and high-net-worth families—cases most tools can’t touch.
Zero learning curve
No manual data entry. No rigid workflows. Just upload, analyze, and advise.
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