FOR TAX & ACCOUNTING FIRMS

A complete client portal with one capability no competitor has built.

hAIvin for Accounting combines secure client communication, document management, and e-signatures with Norin — a voice AI that answers client calls and drafts response emails using each client's actual tax documents.

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THE DIFFERENTIATOR

Norin answers the phone so your team doesn't have to.

When a client calls, Norin captures their name, number, and reason for calling. hAIvin matches the caller to their client file, pulls their tax documents, and drafts a response email — ready for the accountant to review and send. No voicemail. No digging through files. Just review and send.

Calls Answered
Automatically
Draft Response
In Seconds
Client Matched
From Existing File
Full Feature Set

Everything your firm needs in one platform.

QuickBooks Integration

Connect a client's QuickBooks account and the AI instantly has access to their P&L, balance sheet, and transaction data. Clients ask questions in plain English — "What were my business expenses last quarter?" — and get answers grounded in their actual numbers, not PDFs they had to export and upload.Read-only access. The firm controls the connection. Clients never need to touch it.

Norin Voice AI

Answers client calls, captures details, and drafts response emails grounded in that client's actual tax documents.

AI Client Chat

Clients can ask questions about their own tax situation and get answers grounded in their actual returns — not generic AI responses.

Cross-Year Analysis

AI works across tax years. Ask questions like "How did my income change from 2024 to 2025?"

Secure Messaging

Direct, encrypted messaging between the firm and each client. Simple, chronological, no clutter.

Document Requests

Create checklists of what's needed. Clients upload against each item. Real-time status for the firm.

E-Signatures

Send engagement letters, Form 8879, and tax returns for signature. Clients sign from any device. Full audit trail on every signed document.

Why It's Different

Built beyond traditional client portals.

A voice AI that handles client calls

No other client portal answers the phone, drafts the response, and delivers it to the accountant ready to send.

AI that actually reads each client's documents

Not generic AI responses. Answers grounded in that client's actual tax returns.

Cross-year intelligence

The AI works across tax years, not just the current one. Ask how income, deductions, or refunds changed year over year.

Everything in one place

Messaging, document requests, e-signatures, and AI — one portal, one client relationship, no stitching together separate tools.

QuickBooks built in, not bolted on

Every other portal connects to QuickBooks to sync contacts and invoices. hAIvin uses QuickBooks data to answer client questions — combining live financials with tax documents for complete, accurate answers.

Pricing

Pricing is customized to your firm.

hAIvin for Accounting isn't one-size-fits-all — and neither is the pricing. Every firm is different in size, client volume, and how much they rely on phone-based communication. Reach out and we'll put together something that makes sense for your situation.