WHAT service we offer

You don't need more hustle. You need infrastructure.

WHAT'S INCLUDED

  • Indeed Recruiting Strategy

  • Job Post Templates

  • Candidate Screening

  • Recruitment Funnel

  • Interview Calendar

  • Interview Scripts

  • Automated Follow-Up

  • No-Show Follow-Up

  • Onboarding Automation

  • Recruiting SOP

  • 30-Day Recruiting Sprint

  • KPI Tracking

GET THE RECRUITMENT SYSTEM

WHAT'S INCLUDED

  • Al Avatar Instructors

  • Ready-Made PTIN

  • Curriculum

  • White-Label Branding

  • Training Modules

  • Quizzes & Assessments

  • Worksheets

  • Knowledge Checks

  • Training Paths

  • Completion Tracking

WHAT'S INCLUDED

  • B.E.E. Hive CRM

  • CRM Snapshots

  • Workflows

  • Automations

  • Funnels

  • Pipelines

  • Opportunities

  • PTIN Onboarding System

  • SOP Library

  • Follow-Up Systems

  • Team Management Tools

WHAT'S INCLUDED

  • All Assets from Tier1 - Tier3

  • Recruitment System

  • Al Training Academy

  • CRM & Business Operations

  • ERO Launch Blueprint

  • 30-Day PTIN Recruitment Sprint

  • ERO KPI DashboardI

  • Implementation Training

Without a system

  • Manual recruiting

  • Chasing applicants

  • Missed interviews

  • Repeating training

  • Disorganized onboarding

  • Manual follow-up

  • Everything depends on the ERO

With B.E.E. Hive

  • Recruitment pipeline

  • Automated follow-up

  • Scheduled interviews

  • AI-powered training

  • Automated onboarding

  • Documented SOPs

  • Repeatable business processes

Do I need my own CRM?

You can use an existing compatible CRM, or choose optional B.E.E. Hive CRM hosting and ongoing support. Your first month is free, then $97/month. Additional services are priced separately. Our team will confirm compatibility and setup requirements.

What is B.E.E. Hive?

B.E.E. Hive is an all-in-one business operating system designed to help Electronic Return Originators (EROs) recruit PTIN partners, streamline training, automate onboarding, and manage daily business operations.

Instead of juggling multiple tools and manual processes, B.E.E. Hive helps you build an organized, repeatable system for growing your tax business.

Who is B.E.E. Hive designed for?

B.E.E. Hive is built for tax professionals, EROs, tax business owners, and entrepreneurs looking to establish or expand their tax preparation businesses.

Whether you're just getting started or managing an existing team, our systems are designed to support your growth.

What systems are available through B.E.E. Hive?

B.E.E. Hive offers four solutions designed to support different stages of your business:

PTIN Recruitment Engine: Attract, screen, interview, and onboard potential PTIN partners through an organized recruitment process.

ERO Academy-in-a-Box: Train your PTIN partners using AI-powered instructors, structured learning modules, assessments, and progress tracking.

ERO Business-in-a-Box: Organize your business operations with CRM tools, automated workflows, pipelines, onboarding systems, and team management resources.

B.E.E. Hive ERO Growth Suite: Get a comprehensive solution combining recruitment, training, CRM infrastructure, and business operations into one growth-focused system.

Do I need an established tax business to get started?

Not necessarily! B.E.E. Hive offers solutions for both new and experienced tax business owners.

If you're starting from scratch, our systems can help you establish your recruiting, training, and operational infrastructure.

If you're already operating, B.E.E. Hive can help you organize your workflows and reduce repetitive administrative tasks.