The AI Tax Workflow Automation for Modern Firms
Automate 70% of your tax prep work to handle 3x more clients and focus on high-value strategy.
Built by the creators behind
70%
Less Time Per Return
From intake to delivery, Grove handles the work that used to take your team hours. AI intake chat. Automated data entry. Smart document organization. Hours freed up on every single return.
70%
Less Time Per Return
From intake to delivery, Grove handles the work that used to take your team hours. AI intake chat. Automated data entry. Smart document organization. Hours freed up on every single return.
70%
Less Time Per Return
From intake to delivery, Grove handles the work that used to take your team hours. AI intake chat. Automated data entry. Smart document organization. Hours freed up on every single return.
3x
More Returns
Those hours aren't just savings they're capacity. Your team processes 3x more returns without working nights and weekends. Growth without burnout. That's sustainable.
3x
More Returns
Those hours aren't just savings they're capacity. Your team processes 3x more returns without working nights and weekends. Growth without burnout. That's sustainable.
3x
More Returns
Those hours aren't just savings they're capacity. Your team processes 3x more returns without working nights and weekends. Growth without burnout. That's sustainable.
95%
Client Satisfaction Rate
Clients experience faster turnarounds, clearer communication, and the feeling that you actually understand their situation. They return. They refer. They stay.
95%
Client Satisfaction Rate
Clients experience faster turnarounds, clearer communication, and the feeling that you actually understand their situation. They return. They refer. They stay.
95%
Client Satisfaction Rate
Clients experience faster turnarounds, clearer communication, and the feeling that you actually understand their situation. They return. They refer. They stay.
Prior Year Summary
All the details from last year - income sources, deductions, properties, dependents, business specifics organized so you see what matters instantly. Scan it in 30 seconds before you send checklists. Reference it while you prep. Complete clarity on every return.
Prior Year Summary
All the details from last year - income sources, deductions, properties, dependents, business specifics organized so you see what matters instantly. Scan it in 30 seconds before you send checklists. Reference it while you prep. Complete clarity on every return.
Personalized Checklists
AI generates personalized checklists and workpapers from prior year returns automatically. Clients upload or you do, AI auto-renames, auto-organizes, auto-splits instantly. Real-time updates. Annotations. Workpapers. Prep-ready in seconds. No manual work.
Personalized Checklists
AI generates personalized checklists and workpapers from prior year returns automatically. Clients upload or you do, AI auto-renames, auto-organizes, auto-splits instantly. Real-time updates. Annotations. Workpapers. Prep-ready in seconds. No manual work.
AI Questionnaire
Clients answer questions that matter. You get complete, accurate information. The questionnaire adapts to discover what's actually changed. Minutes to completion. They feel the process is smart, not rushed. Clear about what happens next. Both speed and thoroughness, that's the rare combination clients appreciate.
AI Questionnaire
Clients answer questions that matter. You get complete, accurate information. The questionnaire adapts to discover what's actually changed. Minutes to completion. They feel the process is smart, not rushed. Clear about what happens next. Both speed and thoroughness, that's the rare combination clients appreciate.
Automated Data Entry
AI reads documents and populates your software directly. No manual typing. No data entry delays. Your returns move faster through prep because your team isn't stuck on data entry.
Automated Data Entry
AI reads documents and populates your software directly. No manual typing. No data entry delays. Your returns move faster through prep because your team isn't stuck on data entry.
Return Delivery
Clients receive a personalized video summary explaining their return in plain language. A beautiful, branded presentation breaks down their tax picture. Strategic recommendations for next year. All in one experience. Signature and payment in the same place. Delivery that actually makes clients understand their taxes.
Return Delivery
Clients receive a personalized video summary explaining their return in plain language. A beautiful, branded presentation breaks down their tax picture. Strategic recommendations for next year. All in one experience. Signature and payment in the same place. Delivery that actually makes clients understand their taxes.
Experience the Future of Tax Prep
Experience the Future of Tax Prep