Tax Mode is a specialized Hazel Mode designed to help financial advisors analyze tax returns, understand tax outcomes, and explore planning considerations through conversation.
Modes are purpose-built experiences within Ask Hazel. While Ask Hazel is flexible and open-ended, Modes provide structure, intent, and depth for complex workflows. Tax Mode applies this approach specifically to tax planning—bringing together advanced analysis, connected data, and generative reporting in a single guided experience.
Tax Mode is built for paraplanners and advisors who understand core tax concepts and want a faster, clearer, and more flexible way to work through tax analysis without relying on manual workflows.
Tax Mode helps you move from raw tax documents to clear understanding and actionable insight.
With Tax Mode, you can:
Tax Mode is designed to support analysis, exploration, and explanation—helping you form your own recommendations with greater confidence.
Tax Mode follows a structured but flexible workflow that adapts as you engage with it.
Start a conversation in Tax Mode
From the Ask Hazel page, select Tax Mode before beginning your chat.
Upload tax documents
A tax return or supplemental tax document is required to get started. You may upload multiple documents, including large files or multiple years of returns.
Analysis and clarification
Hazel analyzes the uploaded documents and uses relevant connected data—such as CRM information, emails, calendar entries, meeting notes, and custodial data—when available.
If additional information is needed, Hazel will ask clarifying questions before proceeding.