Per-client checklist
Auto-generated from the prior year. Each client gets exactly the list they need, not a generic template.
Product
Document Checklist
02 · Document Collection
Ask only what's needed.
Grove builds a document request list for every client based on what they actually filed — not a generic template. Clients upload from their phone, you get everything on the first round.
1
Drop the prior-year return to build the checklist
Reyes-2024-Return.pdf · 47 pages · TY 2024
Analyzing prior return…
11 documents auto-identified for TY 2025
Sent to Aisha · uploads.grove.tax/r/xK9p
Hi Aisha
3 of 114 of 11
- 1040 · prior reference
- W-2 · Acme Corp
- 1098 · Wells mortgage
- 1099-INT · Chase
- Charitable receipts
Live activity
- Magic link sent · aisha@reyes.co
- Aisha opened · iOS · 2 min ago
- W-2 uploading · 2.3 MB
- W-2 received · auto-filed to Income / W-2
Back-office · preparer Sarah R.
Import directly from
or drop docs here
Drop a folder, a bundle, or 50 PDFs at once
Processing queue
0 of 4 processed4 of 4 · auto-routed
w2_acme_corp.pdfprocessing…→ Income / W-2 ✓
1099_chase.pdfprocessing…→ Income / 1099-INT ✓
1098_wells.pdfprocessing…→ Deductions / 1098 ✓
receipts-bundle.pdfsplitting…→ 7 receipts ✓
Build the checklist from a prior return, then either send it to the client to fill — or work it yourself in back-office mode. Same checklist, two ways to fulfill it.
How it works
From last year's return to a personalized request list — in one click.
01
Grove reads last year's return.
Every form filed becomes a checklist item this year — pre-personalized for each client.
02
Send the magic link.
No portal setup, no client login. They open and start uploading from any device.
03
Documents land sorted.
Each upload is OCR'd, categorized, and routed to the right workpaper folder automatically.
What's inside
A collection experience clients actually finish.
Magic-link delivery
No portal, no password. Clients click and start uploading. Works on any device.
Mobile capture & OCR
Snap a photo. Grove auto-crops, deskews, OCRs, and files it under the right line.
Bulk upload handling
Drop 50 PDFs at once. The system splits, identifies, and routes each one.
Live progress visible to both sides
You see what's collected. Clients see what's left. Reminders go out on their own.
SOC 2 controls, bank-grade encryption
Encryption at rest and in transit. Audit trail for every action.
FAQ
Common questions, answered.
Does the client need to create an account?
No. Clients open a magic link and start uploading immediately. They can optionally save credentials to come back later, but it's never required.
What file types can clients upload?
PDF, JPEG, PNG, HEIC (iPhone photos), and TIFF. Grove also accepts direct imports from common brokerages and payroll providers where the client connects an account.
Can we add custom checklist items per client?
Yes. The auto-generated list is the starting point; you can add, remove, or edit any item, and save reusable templates per client segment.
Do reminders go out automatically?
Yes — with the cadence and tone you set. You can also disable automatic reminders entirely for white-glove clients and send manual nudges when you choose.
What if a client uploads the wrong document?
Grove detects mismatches (wrong year, wrong form, duplicate) and flags them. The client sees a friendly message asking for the right doc; you see the flag in your queue.
Can the firm white-label the client experience?
Yes. Logo, colors, sender name, and email/SMS copy are all customizable on every plan.
Ready when you are
Stop chasing documents. Start receiving them.
Magic links, mobile capture, and a list that's personalized for every client.