HiveGuide GPT

Introducing HiveGuide™ Your All-in-One PTIN Team Coach, Powered by RefundHive™

If you're an EFIN holder managing a team of tax preparers, HiveGuide™ is your new secret weapon. Created by RefundHive™ and curated by Kayla Dixon, this tool is designed specifically for leaders who want structure, compliance, and confidence baked into their tax office operations.

 What It Does

HiveGuide™ is a professional, bestie-style chatbot that helps you:

• Build and streamline onboarding for PTIN preparers
• Host professional Zoom trainings with scripts and prep guides
• Ensure IRS compliance and proper due diligence using SOPs and checklists
• Break down complex tax forms (like the 1040) into simple training moments
• Manage seasonal prep tasks like client communication, refund loans, and readiness

 Why Tax Pros Love It

• Speaks your language — not corporate, not basic
• Ready-to-use checklists, SOPs, scripts, and workflows
• Keeps your team IRS-compliant with due diligence support
• Helps you lead with clarity and professionalism
• Designed for smart, scalable tax teams using RefundHive™ tools

Who It's For

• EFIN holders onboarding seasonal PTINs
• First-time EROs who want to set up a professional, compliant system
• Growing tax teams that need structure without the headache