New AI Prep preps like your most senior preparer Import clients from Intuit ProConnect

Prior year
How long to re-learn each client?
Intake
How many organizers never came back?
Documents
How many emails for one missing 1099?
Sorting
How many hours went to sorting PDFs?
Prep
How much of your season was data entry?
Delivery
How many “what does this mean?” calls?

Grove is your client portal, AI organizer, document collection, AI prep, 8879 e-signature and client payments, in one place.

One login replaces your portal, organizer, scanning tool and e-sign app. Returns still file from the tax software you already use.

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One answer for every stage.

Every question above has a product behind it.

app.grove.tax / hartwell-cpa / tax-returns

Tax return · TY 2025

Reyes Martinez

Awaiting documents

Prior year Questionnaire Document checklist Workpapers AI Prep Delivery

Tax Year 2024 · filed Apr 9, 2025

Prepared by Hartwell & Co.

AGI

$184,310

+8.2% vs 2023

Federal tax

$32,940

+6.1% vs 2023

Refund

$2,180

Direct deposit

Effective rate

17.9%

Federal only

Carryover: $4,200 capital loss available against 2025 gains.

Watch: Schedule C income jumped 22%. Confirm quarterly estimates this year.

Document: Charitable contributions claimed last year. Gather receipts again.

8 of 13 questions answered

Did you have any rental income in 2025?

Yes. Single-family in Austin, TX. Schedule E will be generated.

Any contributions to retirement accounts beyond your 401(k)?

Yes. $7,000 to a backdoor Roth IRA in February.

Did you sell any equity, RSUs, or crypto this year?

Yes No Not sure

Grove found 1099-B from Charles Schwab. We'll pre-fill cost basis.

Did you make any energy-efficient home improvements?

Did you pay estimated taxes during the year?

DocumentTypeStatus

Income documents

Consolidated 1099, Charles Schwab 1099-B/DIV/INT Received Feb 12

1099-INT, Chase Sapphire 1099-INT Received Feb 8

Closing statement, Austin rental Settlement stmt Awaiting ·

Deductions & credits

Mortgage interest, 1098 1098 Needs review Feb 14

Charitable contributions log Schedule A Awaiting ·

Schwab_Consolidated_1099_2025.pdf

Sorted to Schedule D · 42 pages

Linked

Fidelity_1099-R_2025.pdf

Sorted to Form 8606 · 1 page

Linked

Austin_Rental_Ledger.xlsx

Sorted to Schedule E · flagged for review

Needs review

Drop additional files here

PDF, JPG, HEIC · Max 25 MB each

Schwab_Consolidated_1099_2025.pdfPage 14 of 42

Form 1099-B · Covered salesTax Year 2025

Recipient · Reyes MartinezAcct ****-7712

RSU sale · 120 shBasis reported $0.00

ESPP sale · 85 shOrdinary income in W-2

Wash sale loss disallowed$1,284.00

Box 1e · Cost basisAdjust on Form 8949

PreppingIllustrative

Schwab consolidated 109942 pp
1099-Rbackdoor Roth
HSA 5498-SA / 1099-SA
Rental closing statement

2 judgment calls for your CPA

Home office: claim or skip2026 estimates: safe harbor

Form 1040 · 2025

Sch D · gain–

8606 · taxable–

8889 · HSA ded.–

Sch E · depr.–

Return prepared & reviewed

Mar 14, 2026 · 2:14 PM by Maria Chen, EA

Sent to client for e-signature

Mar 14, 2026 · 2:18 PM · Form 8879

Awaiting client signature

Reminder scheduled for Mar 17, 9:00 AM

Filed from ProConnect

Your team files once the client signs

Confirmation & archive

Final PDF + workpapers stored in client portal

Last year's return, summarized before the season starts. Learn more →

An organizer clients actually finish, with smart follow-ups. Learn more →

A personal list per client, so nothing goes missing. Learn more →

Every document sorted into return order. Learn more →

The return, prepped before you open the file. Learn more →

A return clients understand without a call. Learn more →

Tabs auto-cycle. Click any tab to pause and explore.

“How many emails for one missing 1099?”

Document Checklist

Every client gets their own list.

Built from last year's return, so clients know exactly what to send, and you see what's still missing.

Learn more about Document Checklist

9:41

Hi Aisha

Hartwell & Co. · TY 2025

Let's wrap up
your tax docs.

60%

6 done 4 left Due Apr 15

Up next

1098, Mortgage interest

Wells Fargo · needed for Schedule A

Upload
Charitable receipts

$2,400 logged last year
Childcare statement

Bright Horizons · Form 2441

Already collected

W-2, Acme Corp

Auto-imported · $148,200
1099-INT, Chase

Pulled from Chase · $312.40

Bank-grade encryption

“How many hours went to sorting PDFs?”

Smart Workpapers

Every document, in return order.

Renamed, split, sorted and tick-marked as it lands. Duplicates and wrong-year forms flagged.

Learn more about Smart Workpapers

Workpapers · TY 2025 42 docs

1000 · Income
1010 W-2 Acme.pdf ✓
1020 1099-INT Chase.pdf ✓
1030 1099-DIV Vanguard.pdf !
2000 · Deductions
3000 · Credits
4000 · Schedules

1010 W-2 Acme.pdf

Form W-2 · Wage and Tax Statement · 2025

c · Employer name & address Acme Corp · 240 W 35th St, New York NY 10001

1 · Wages, tips, other compensation 142,500.00

2 · Federal income tax withheld 28,415.20

12a · Code D · 401(k) 22,500.00

12b · Code W · HSA 4,150.00

SR Sarah R. · Preparer

Confirm 401(k) deferral matches plan limit. Cross-ref to Schedule 1 line 20.

“How much of your season was data entry?”

AI Prep

The prep, done before you open the file.

Grove reads every document, builds every schedule and asks the client what's missing. You review the calls and sign.

Untangled a 38-page consolidated 1099: wash sales, RSU basis
Carried forward $3,000 capital loss from 2024
Filed Form 8606 for the backdoor Roth, $0 taxable
Built rental depreciation from the closing statement
Computed AGI and drafted every schedule
Pushed the return to ProConnect for review

Illustrative example.

See an example return

Form 1040 Hartwell · TY 2025 · Draft Reading 1099-R · Fidelity

Line 2025 2024

1a Wages · from W-2s 198,420 182,100

4b IRA distributions, taxable · backdoor Roth – 0

2b Taxable interest – 2,418

3b Ordinary dividends – 14,260

YoY anomaly · dividends -37% Current 1099-DIVs total $8,914 vs. $14,260 last year. Expected Fidelity form is missing.

5 Rental · depreciation from closing statement – –

7 Capital gain · wash sales & RSU basis adjusted – 9,870

Schedule D ties to line 7

10 Adjustments · HSA + SE health – (7,000)

11 Adjusted gross income – 201,648

Estimated refund

$–

–

Saver's Credit applied · Form 8880 AGI under threshold + 401(k) deferrals

+$2,100

Grove is your client portal, AI organizer, document collection, AI prep, 8879 e-signature and client payments, in one place.

One answer for every stage.

Last year, on one page.

An organizer clients actually finish.

Every client gets their own list.

Let's wrap up
your tax docs.

Every document, in return order.

The prep, done before you open the file.

A return clients actually understand.

Grove preps. You file from your software.

Start free. Pay as you grow.

Start next season
in one place.

Grove is your client portal, AI organizer, document collection, AI prep, 8879 e-signature and client payments, in one place.Grove is yourclient portal, organizer and AI prep.Client PortalAI OrganizerDocument CollectionAI Prep8879 E-SignatureClient Payments

One answer for every stage.

Last year, on one page.

An organizer clients actually finish.

Every client gets their own list.

Let's wrap upyour tax docs.

Every document, in return order.

The prep, done before you open the file.

A return clients actually understand.

Grove preps. You file from your software.

Start free. Pay as you grow.

Start next seasonin one place.

Grove is your client portal, AI organizer, document collection, AI prep, 8879 e-signature and client payments, in one place.

Let's wrap up
your tax docs.

Start next season
in one place.