Practice management vs document collection

Answers are general operational information only — not legal, tax, regulatory, clinical, privacy, immigration, or professional advice. Requirements vary by matter, client, and regulator.

Frequently asked questions

Is Hivi-X a TaxDome alternative?

Only for document intake. If you need billing, CRM, and tax workflow in one platform, TaxDome or Canopy may fit better. Hivi-X fixes the document chase alongside your existing stack.

When should a solo CPA choose intake-only software?

When email chaos is the main pain, you already have TaxCycle and QuickBooks, and a full PM migration is too heavy for this tax season.

Does Hivi-X include time tracking or engagement letters?

No. Hivi-X is intentionally scoped to collect, review, and export source documents.

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