Firm-customized branding
Logo, colors, sender name, summary layout — every touchpoint is yours, not ours.
Product
Walkthrough Delivery
06 · Delivery
Delivery that makes clients get their taxes.
A personalized video walkthrough. A beautifully branded summary. E-signature, payment, and seven-year document access — all in one place.
Grove Tax LLC
· Maya R., CPA
Welcome back, Carlos
Review
Key pages
Sign
Done
Your refund this year
$0
$480
$1,200
$1,820
$2,400
$2,900
$3,180
$3,245
+$840 vs 2024 · 35% better
Federal +$2,100
California +$1,145
Local $0
Better than 87% of returns we filed in your bracket this year.
Wins this year
-
Home-office captured
-
Lily added · dependent
-
Estimates well-timed
Ask Grove anything about your return
AI
Why is my refund larger?
Two big drivers — your home-office deduction on Schedule C added $1,840, and your Q3 estimated payment matched rental income better. Net: +$840 vs last year.
What if I sell the rental?
Selling would trigger about $28k in capital gain after depreciation recapture. Holding through 2026 keeps rental losses offsetting AGI — same income, roughly $4k less tax. Want me to model both scenarios?
Pages your preparer flagged
123 of 3 · annotated
Form 1040 · Return summary
Filing statusMFJ · 2 deps
1a Wages$142,500
8 K-1 pass-through$24,800
11 AGI$184,250
24 Total tax$27,328
Refund$3,245
MMaya
Final figures reviewed. AGI traces correctly across schedules.
Schedule C · Maria's adjunct income
1 Gross receipts$28,400
22 Supplies$1,200
27a Other expenses$2,400
30 Home-office (new)$1,840
31 Net profit$22,960
MMaya
Home-office line is new this year — saved ~$800 in federal tax.
Schedule A · Itemized deductions
5e SALT (capped)$10,000
8a Mortgage interest$11,420
11 Charitable · cash$2,200
12 Charitable · non-cash$1,220
17 Total itemized$24,840
MMaya
We chose standard ($29,200) — better outcome.
Authorize your return
Identity verification, then sign Form 8879
Identity check · KBA
Confirming…
✓ Verified
What you're signing
- Form 8879 · IRS e-file authorization
- Federal 1040 · TY 2025
- California 540 · state return
C
Carlos Reyes (you)
Up next
Signing…
✓ Signed
M
Maria Martinez
Pending · notified
Audit trail · IP, timestamp & KBA logged
You're filed.
With the IRS · 14 seconds ago
Refund
$3,245
Filed
Mar 14
Your documents
Reyes-Martinez-2025-Signed.pdf
Plain-English summary.pdf
Workpapers archive.pdf
Saved to your Grove vault · 7-year free access
A 48-second walkthrough — Step 1 holds for 26 seconds so the AI exchange can play out: refund hero, wins, then two full Ask-Grove conversations (why is my refund bigger; what if I sell the rental). Then key pages, KBA signing, and a confetti-filled Done.
How it works
From a signed-off return to a delivery clients actually want to open.
01
Grove builds the delivery package.
Branded summary, video slot, e-sign, payment — all assembled from the reviewed return.
02
Record a short walkthrough
(Or skip if you'd rather not.) Loom-style, in the app, two minutes.
03
Client opens one link.
Review, sign, pay, download — on their phone, in one sitting.
What's inside
Review, sign, and pay from one link.
In-app video walkthroughs
Record once per return (or a template per segment). Embedded in the delivery; no Loom subscription needed.
E-signature with KBA
IRS-compliant knowledge-based authentication for 8879 and state e-file authorizations.
Integrated payment
ACH and card. Grove's fees are zero — you keep the full invoice.
Seven-year document access
Clients keep free access to their return and supporting docs for seven years. No portal fee.
Next-year recommendations
Strategic suggestions auto-generated and included in the summary (estimated payments, withholding tweaks, retirement gaps).
FAQ
Common questions, answered.
What e-signature standard does Grove use?
IRS-compliant KBA (knowledge-based authentication) for 8879. State authorizations follow each state's e-sign rules. Full audit trail per signature.
Do clients need a Grove account to receive their return?
No. They open the delivery link and can review and sign without an account. They can optionally create one to keep document access — free forever.
Can the delivery be white-labeled with our firm's branding?
Yes. Logo, colors, custom domain, and email/SMS copy are all configurable. Clients never see Grove branding unless you want them to.
How does payment work — what are the fees?
Grove charges zero payment processing markup. You pay processor fees only (typical: 2.9% + 30¢ for cards, ~0.8% for ACH capped at $5). You set the invoice; the full amount lands in your account.
How long are documents retained?
Free seven-year retention for clients (matching IRS recordkeeping recommendations). The firm has indefinite access for active accounts.
Can we record one walkthrough and reuse parts of it?
Yes. Save reusable "video templates" per client segment (e.g., "W-2 + standard deduction" intro). Personalize the numbers per client; reuse the talk track.
Ready when you are
A delivery clients want to open.
Branded, video-led, signed and paid — all in one place.