Meet Your Digital Workforce
Secure File Share + AI Tax Chat Widget plus 9 specialized worker bee modules that automatically gather, organize, and transform your business data into honey—clean financial records and valuable insights.
Mobile-First Design
Your clients live on their phones. iOS and Android apps that actually get used daily.
AI-Powered Automation
OCR, smart categorization, and data extraction. AI workers handle the tedious tasks.
Enterprise Security
Bank-level encryption, HIPAA-compliant, SOC 2 Type II infrastructure. Your data is fortress-protected.
Secure File Share + AI Tax Chat Widget
Automated Features
- Unlimited secure file storage (AES-256 encryption)
- HIPAA-compliant infrastructure
- Two-way file sharing with clients
- Real-time live chat with all clients
- 24/7 AI Tax Chat Widget for YOUR website (captures leads)
- AI Tax Assistant in client mobile app (reduces support calls)
- White-label widget with your branding
- Lead capture & analytics dashboard
- Conversation transcripts and follow-up automation
The Honey
Replace expensive file storage providers (save $2,112/year vs ShareFile) PLUS capture 3-9 new $2,000 clients per year with AI. Dual ROI: cost savings + revenue generation.
Mileage Tracker
Automated Features
- Automatic GPS tracking with geofencing
- AI-powered trip categorization (business/personal)
- IRS-compliant mileage logs
- Real-time sync across all devices
- Export to Excel, PDF, or direct tax software integration
- Audit-ready documentation
The Honey
Never miss a deductible mile. Digital workers track every trip automatically.
Business Expenses
Automated Features
- OCR receipt scanning with AI categorization
- Automatic expense classification (IRS categories)
- Multi-currency support for international transactions
- Credit card and bank account integration
- Vendor and category management
- Schedule C ready exports
The Honey
Snap a photo, worker bees handle the rest. Every receipt organized and categorized.
Medical Expenses (MERP/HRA)
Automated Features
- HIPAA-compliant document storage
- AI-powered medical receipt processing
- Provider and dependent management
- Automatic reimbursement calculations
- Plan document generation (105-HRA, ICHRA, QSEHRA)
- Year-end summary reports
The Honey
Transform medical expenses into massive tax savings. Automated compliance and tracking.
Farm Manager
Automated Features
- Crop and livestock inventory tracking
- Income and expense categorization for Schedule F
- Equipment depreciation calculations
- Custom fiscal year support (any start month)
- Harvest yield and sales tracking
- Government payment and subsidy management
The Honey
Complex farm accounting made simple. Worker bees handle ag-specific tax requirements.
Smart Notes
Automated Features
- Voice-to-text note capture
- Client interaction logs with timestamps
- Searchable note archive
- Tag and category organization
- Attach notes to transactions or clients
- Share notes with team members
The Honey
Capture important details instantly. Every client conversation organized and searchable.
File Vault
Automated Features
- Unlimited secure file storage
- Bank-level encryption (AES-256)
- Automatic file organization by client and year
- Version control and change tracking
- OCR search across all documents
- Share files securely with clients or team
The Honey
Every document archived securely. Instant retrieval when you need it.
Task Manager
Automated Features
- Client task assignment and tracking
- Automated deadline reminders
- Team collaboration and assignments
- Task templates for common workflows
- Progress tracking and reporting
- Integration with client communications
The Honey
Nothing falls through the cracks. Worker bees track every deadline and deliverable.
Live Chat
Automated Features
- Real-time secure messaging
- File sharing within conversations
- Read receipts and typing indicators
- Message history and search
- Desktop and mobile notifications
- Team collaboration and handoffs
The Honey
Instant communication with clients. No more email chains or phone tag.
Accountant Tools
Automated Features
- Comprehensive client financial dashboards
- Year-over-year trend analysis
- Custom report builder
- Export to all major tax software (Drake, Lacerte, ProSeries)
- Client data review and approval workflows
- Multi-client consolidated reporting
The Honey
Transform raw data into actionable insights. Everything you need for tax prep and advisory.
Why The Hive Works
For Tax Professionals
Increase retention, generate advisory revenue, and scale effortlessly with automated data collection.
For Business Owners
No paperwork, no chaos, no tax season panic. Just live your life—worker bees build your books.
The Result
Clean books, higher client satisfaction, and more revenue—all from your intelligent digital hive.
Ready to activate your digital workforce?
Start your free 30-day trial and watch worker bees transform your business data into honey.
No credit card required • HIPAA compliant • Cancel anytime