Smart form recognition
W-2, 1099 family (INT, DIV, B, MISC, NEC, R, K), K-1, 1098, brokerage statements and foreign forms are all identified on arrival.
All your client documents, in return order.
Grove files every upload into your firm's workpaper structure in return order, flags duplicates and wrong-year documents, and gives you bookmarks, annotations and tick marks.
Income (3 docs)
1/3
2/3
3/3
W-2 · Acme Corp
1099-INT · Chase Bank
1099-NEC · ABC Consulting
Deductions (2)
2/2
1098 · Wells Fargo
Charitable · 7 receipts
+ 19 more across Credits, Worksheets, Notes
W-2 · Acme Corp · 2025
1 of 1
Form W-2 · Wage and Tax Statement · 2025
c · Employer name & address
Acme Corp · 240 W 35th St, NY 10001
1 · Wages, salaries
142,500.00
2 · Fed income tax
28,415.20
12a · 401(k) D
22,500.00
12b · HSA W
4,150.00
SR
Sarah R. · Preparer
just now
Confirm 401(k) deferral matches plan limit ($23,000 for 2025). Cross-ref to Schedule 1 line 20.
Just exported
Grove Workpapers
Reyes Martinez
Tax Year 2025 · Bound
- 1000 Income · 5 docs
- 2000 Deductions · 7 docs
- 3000 Credits · 4 docs
- 4000 Schedules · 6 docs
- 5000 Notes · 6 entries
28 pp
Reyes-Martinez-Workpapers-2025.pdf
Documents process in parallel and Grove files each one. Annotate inline, then export the bound PDF from the same workspace.
From inbox chaos to a workpaper binder that builds itself.
01
Documents arrive from any source
Client upload, bulk PDF, email forward, scanner output.
02
Grove identifies and files each one
By form type, year, and entity. Renamed to your firm's convention.
03
You annotate, tick, and cross-reference
Without leaving the page. Annotations carry into the final return PDF.
Everything a paper binder did, built automatically.
Auto-rename to your convention
"1010 W-2 Acme.pdf" instead of "Scan_20250214_001.pdf". You set the format once.
Bulk PDF splitting
A merged 80-page PDF becomes 23 individual workpapers, each filed in the right folder.
Tick marks, highlights, notes
Click-to-tick, drag-to-highlight, sticky notes. Everything survives into the final binder PDF.
Duplicate & wrong-year flagging
Duplicate uploads consolidated. Prior-year forms flagged before they slip through. Inappropriate uploads quarantined.
Side-by-side compare
Open this year's workpaper alongside last year's. Every figure is one click from its prior-year match.
Common questions, answered.
Can I import workpapers from another platform?
Yes. Drop in a binder PDF, a folder of PDFs, or an export from common workpaper tools. Grove re-categorizes everything to your structure.
How is the firm's naming convention set up?
A simple template per file type (e.g., {number} {form} {payer}.pdf). Set it once per firm; override per client if needed.
Are annotations preserved if a document is re-uploaded?
Yes. Annotations are stored separately from the source file and re-anchor automatically when a document is replaced with a corrected version.
How are tick marks shared between team members?
Tick marks are scoped to the workpaper, with an audit trail of who added each. Reviewers see who ticked what; partners can require sign-off.
Can workpapers be exported as a single PDF binder?
Yes. One click produces a bookmarked binder PDF with annotations baked in. Use it for archive or partner review.
What happens to duplicate uploads?
Grove detects exact duplicates and near-duplicates (same form, same payer, same year). They're consolidated; the client doesn't get nagged for something they already sent.
Workpapers that build themselves.
Every document filed, labeled and in return order, ready for review.