Your client workspace, free forever.
$0
/ year
Unlimited clients
- Client portal, file sharing & messaging
- Per-client document checklists
- 50 MB storage per client
- Upgrade to the AI platform anytime
Pay for the Grove platform (AI Intake, Workpapers and AI Delivery) per return or at one flat price, and add AI Prep return by return.
Paid upfront · save $2,000
The platform covers AI Intake, Workpapers and AI Delivery. AI Prep is added per return on either paid plan. Larger firm? Book a 15-min demo.
AI Prep is an add-on to either paid plan. Grove prepares the return, including the tax-treatment calls, with evidence for your reviewer. You see the tier and the price before any work starts.
Pre-purchase AI Prep returns and save 10%: $22.50 Simple · $45 Standard · $90 Advanced.
The Grove platform handles intake, workpapers and delivery for every client. It's also the foundation AI Prep runs on, so a return can go from documents to a reviewed draft in your tax software without leaving Grove.
Unlimited is one flat price for every client.It covers every return, including multiple or amended returns. Paid annually, that's about $10 a return at 1,000 returns.
The more returns you run, the less each one costs.Your estimate updates as you type.
Optional. AI Prep costs the same on both paid plans.
| Free$0 free forever | Pay-as-you-go$24 per return · first 5 free | Unlimited$9,999 / yr or $1,000 / month ($11,999 / yr) | |
|---|---|---|---|
| Price | |||
| Platform price | $0 | $24 per return (first 5 each season free) | $9,999 / year upfront, or $1,000 / month ($11,999 / year billed monthly) |
| Clients | Unlimited (manual) | Unlimited | Unlimited |
| Returns | Pay per return | Unlimited | |
| Commitment | None | None | Annual or monthly |
| Client intake | |||
| Client portal, messaging, file sharing | |||
| Per-client document checklists | |||
| Adaptive AI intake chat | |||
| Prior-year extraction with year-over-year comparison | |||
| Workpapers & prep | |||
| Smart Workpapers: classify, rename, split, tick marks | |||
| Duplicate / wrong-year detection | |||
| AI Prep with preparer judgment (per prepped return) | $25 / $50 / $100 | $25 / $50 / $100 | |
| Return drafting: 1040 + Sch 1, 2, 3, A, B, C, D, E, SE | With AI Prep | With AI Prep | |
| Year-over-year anomaly checks, missed-deduction sweep, cross-form checks | With AI Prep | With AI Prep | |
| Delivery & tax software | |||
| E-signature (8879), client summary, video walkthrough | |||
| Works with ProConnect, Lacerte, UltraTax CS and Drake | |||
Yes. Free is a real free plan, not a trial: client portal, file sharing, messaging and per-client checklists for unlimited clients, with 50 MB of storage per client. It doesn't include the AI features. Upgrade to the platform whenever you're ready.
Pay-as-you-go is $24 per return with no commitment, and your first 5 returns every season are free. Unlimited is one flat price for unlimited clients and returns: $9,999 a year paid upfront, or $1,000 a month ($11,999 a year billed monthly). The calculator above shows which is cheaper for your firm.
AI Prep is an add-on on either paid plan, charged only for returns Grove prepares: $25 for a Simple return, $50 for Standard and $100 for Advanced. You see the tier and the price before any work starts.
Yes. Pre-purchase returns upfront and save 10%: $22.50 Simple, $45 Standard and $90 Advanced.
No. Grove works alongside it: it works with ProConnect, Lacerte, UltraTax CS and Drake. You keep preparing and filing where you always have.
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.