Pay only for the stages you turn on, only for the returns you file. No minimums, no annual contracts, no per-preparer pricing.
Clients self-onboard in minutes. Grove's AI interviews each client, builds personalized checklists from last year's return, and organizes every document automatically.
Extracts data, prepares draft returns, and catches errors before you finalize. Hands-free.
Branded presentations, embedded video walkthroughs, e-signature with KBA, and free client document access for up to 7 years.
No platform fees, no per-seat charges, no surprises at renewal. The price you see is the price you pay, and only when you actually use it.
Grove gives every client a personalized intake experience: an AI that asks the right questions, a checklist built from their prior-year return, and a workspace that organizes itself. Firms using Grove cut intake time by more than half.
Clients have a conversation with an AI that picks up on life changes and new tax situations. Zero effort for you.
Analyzes prior-year returns and builds a tailored document request list for each client.
Send clients a link to self-register and upload. No account setup needed on your end.
Builds organized workpapers with bookmarks, annotations, and tick marks your team can collaborate on.
Every uploaded document gets identified by form type and renamed to match your firm's naming convention.
As documents come in, they're matched to the right checklist items automatically.
Extract data, prepare draft returns, and run quality checks. Catch errors and surface missed deductions before you finalize.
Pulls data from your organized documents and fills in return fields for you.
AI prepares draft returns from your documents so you can focus on reviewing, not data entry.
Works with W-2s, 1099s, K-1s, and more, no matter how complex the client situation.
Catches calculation errors and inconsistencies across the return before you ever see it.
Spots deductions and credits your clients might be missing.
Highlights big changes from last year so you can catch anomalies early.
Branded presentations, embedded video walkthroughs, e-signature with KBA, and free 7-year document access.
Clients verify identity with knowledge-based authentication and sign their returns in one step.
A polished, branded breakdown of their tax picture with forward-looking recommendations.
Record a personalized video walkthrough and embed it right in the client's delivery page.
Clients get free access to their documents for up to 7 years from the tax year. No extra charge.
Download client-facing, preparer, or combined PDFs in a single click.
Collect signature and payment in the same client experience. No separate invoice tool.
"The AI questionnaire alone saved us 15 hours per week during tax season. Clients actually enjoy filling it out, and we get better data than we ever did with PDF questionnaires."
"We switched from a legacy system and the checklists feature is a game-changer. It pulls from prior-year returns so accurately that our staff barely has to touch the request list."
"The delivery experience blew us away. Branded presentations, embedded walkthroughs, and e-signatures. Our clients think we're a Fortune 500 firm now."
Your first 25 returns are completely free. On each one you can turn on Collect, Deliver, or both — whatever fits the client. The 25-return cap applies across all of them combined; it isn't 25 of Collect and 25 of Deliver.
You keep using Grove the same way. New returns are billed at $25 (Collect), $10 (Deliver), or $30 bundled — only on returns where a client uploads documents through Grove. We'll prompt you to add a card before the 25th return; nothing is auto-charged behind your back.
No. No annual commitment, no monthly minimum, no platform fee. You can stop using Grove at any time and your bill goes to zero.
No per-seat fees, ever. Add as many staff as you need. Pricing is per return, not per preparer.
Only when a client actually goes through Grove and uploads documents. Returns where you upload everything yourself are free. Returns you never touch are free.
Yes — turn Collect or Deliver on or off per return. If both are on for the same return, the bundled rate ($30) applies automatically instead of $25 + $10.
The full intake workflow: prior-year return parsing, tailored document checklists, client uploads, auto-categorization, multi-page splitting, and a return-ordered workpaper packet with bookmarks and annotations.
We're building it now. Join the waitlist and we'll get you in as soon as it's ready.
All data is encrypted in transit and at rest, hosted in U.S. data centers. We follow IRS Publication 4557 and FTC Safeguards requirements and operate under a written WISP. Read the full breakdown on our security page.
Yes — for you and your clients, no extra fee, up to 7 years.
Tell us. Missed checklist items, workpaper issues, anything else — we'll make it right or refund the return.
