Grove - AI Tax Workflow Automation

Grove Tax
Terms of Service
Last modified: December 9, 2025

Grove Tax, Inc. (“Grove Tax”, “we”, “us”, or “our”) has made these Terms of Service (the “Agreement”) available to explain the terms and conditions by which you (“Customer” or “you”) may access and use Grove Tax’s AI-powered tax preparation assistant for tax professionals (the “Grove Tax Platform”).

If you are accessing or using Grove Tax Platform on behalf of your company, you represent that you are authorized to accept this Agreement on behalf of your company, and all references to “you” or “Customer” reference your company.

You must read this Agreement carefully as it governs your use of Grove Tax Platform. By accessing or using Grove Tax Platform, you signify that you have read, understand, and agree to be bound by this Agreement in its entirety. If you do not agree, you are not authorized to access or use the Grove Tax Platform.

Our Services
1. Grove Tax Platform. Subject to your compliance with the terms and conditions of this Agreement, Grove Tax hereby grants you a limited, non-exclusive, non-transferable, non-sublicensable right to access and use the Grove Tax Platform. You will comply with this Agreement and all applicable laws when using Grove Tax Platform. We and our affiliates own all right, title, and interest in and to Grove Tax Platform, including the underlying technology and intellectual property rights therein.
2. Use of AI; Customer Responsibility; No Legal or Tax Advice. The Grove Tax Platform uses artificial intelligence and other automated technologies to assist with data processing, document preparation, and related workflows. You acknowledge and agree that the Grove Tax Platform and any output, recommendations, or other results generated by or through the Grove Tax Platform (collectively, “AI Output”) are provided as tools for your internal use only, and do not constitute legal, tax, accounting, or other professional advice. AI Output may be incomplete, inaccurate, or inconsistent, and may not reflect the most current legal, tax, or regulatory developments. You are solely responsible for reviewing, validating, and approving any AI Output before using it, relying on it, or providing it to any third party (including taxpayers, clients, or governmental authorities), and for determining whether and how to use the Grove Tax Platform in connection with any particular tax return or filing. Grove Tax does not create, and you agree that you will not represent that Grove Tax creates, any attorney-client, tax advisor-client, or other professional relationship between Grove Tax and any taxpayer, client, or other person. You are solely responsible for any decisions made based on any AI Output or other information obtained through the Grove Tax Platform.
3. Registration. In order to use certain portions of Grove Tax Platform, you must register an account by providing us with your email and other information requested in our registration form. You agree to provide us with complete and accurate registration information. You may not attempt to impersonate another person in registration. If you are registering for Grove Tax Platform on behalf of an organization, you warrant that you are authorized to agree to this Agreement on their behalf. You agree to be responsible for the security of your account. You accept that you are solely responsible for all activities that take place through your account, and that failure to limit access to your devices or browser may permit unauthorized use by third-parties.
4. Data Security. Grove Tax implements reasonable and appropriate technical and organizational measures designed to protect the security, confidentiality, and integrity of any data, information or other content that you make available to Grove Tax in connection with your use of the Grove Tax Platform (“Customer Data”). Such measures include access controls, encryption in transit, regular security assessments, and safeguards designed to prevent unauthorized access to or disclosure of Customer Data. You are responsible for maintaining the confidentiality of your account credentials and for all activities that occur under your account. Grove Tax shall use commercially reasonable efforts to promptly notify you of any confirmed unauthorized access to Customer Data of which we become aware, consistent with applicable law.
5. Customer Data Rights and Consents. You are solely responsible for the accuracy, content, and legality of any Customer Data that you or your users submit to or make available through the Grove Tax Platform. You represent and warrant that you have obtained and will maintain all rights, licenses, consents, and permissions necessary to provide Customer Data to Grove Tax and to authorize Grove Tax’s access to, use of, and processing of Customer Data as contemplated by this Agreement, without violating any applicable law, rule, or regulation or any rights of any third party (including any privacy, data protection, or intellectual property rights).
6. Beta or Evaluation Access. From time to time, Grove Tax may make certain features, functionality, or versions of the Grove Tax Platform available to you on a preview, beta, or evaluation basis (“Evaluation Access”). Customer acknowledges that any Evaluation Access is provided for evaluation and testing purposes only, may contain bugs or errors, and is provided “as is” without warranty or support of any kind. Grove Tax may modify, suspend, or discontinue your Evaluation Access at any time in its sole discretion, and any beta features or functionality may never be made generally available. Your Evaluation Access is subject to all limitations and restrictions set forth in this Agreement.
7. No Children Permitted. Grove Tax Platform is not intended for use by individuals under the age of 18. If you are an individual under the age of 18, please do not register to use Grove Tax Platform or send any personal information to us. If you have reason to believe that a child under the age of 18 is using Grove Tax Platform, please let us know immediately at contact@grove.tax and we will seek to revoke access and delete any associated information as quickly as possible.
Usage Requirements
1. Restrictions. You may not (i) use Grove Tax Platform in a way that infringes, misappropriates or otherwise violates any person’s rights; (ii) reverse assemble, reverse compile, decompile, translate or otherwise attempt to discover the source code or underlying components of models, algorithms, and systems of Grove Tax Platform (except to the extent such restrictions are contrary to applicable law); (iii) use output from Grove Tax Platform to develop products or services that compete with Grove Tax; (iv) use any automated or programmatic method to extract data or output from Grove Tax Platform, including scraping, web harvesting, or web data extraction; (v) use the Grove Tax Platform to create, transmit, or store any malicious code, viruses, or other harmful components; or (vi) use Grove Tax Platform in violation of any applicable laws and regulations (including any export control laws). You will comply with any rate limits and other requirements in our documentation.
2. Feedback. We appreciate feedback, comments, ideas, proposals and suggestions for improvements (collectively, “Feedback”). If you provide any Feedback to Grove Tax, you hereby grant Grove Tax the right to freely use such Feedback to maintain, improve, and enhance Grove Tax’s current and future products, services and technologies without restriction or compensation to you.
3. Confidentiality. In connection with your use of the Grove Tax Platform, each party (the “Disclosing Party”) may disclose or make available certain Confidential Information to the other party (the “Receiving Party”). The Receiving Party may use the Disclosing Party’s Confidential Information only as needed to exercise its rights and perform its obligations under this Agreement, may not disclose such Confidential Information to any third party, and will protect it in the same manner that the Receiving Party protects its own confidential information of a similar nature, and in any event using at least reasonable care. “Confidential Information” means nonpublic information that a Disclosing Party or its affiliates or third parties designate as confidential or should reasonably be considered confidential under the circumstances, including software, specifications, and other nonpublic business or technical information, but does not include information that: (i) is or becomes generally available to the public through no fault of the Receiving Party; (ii) the Receiving Party already possesses without any confidentiality obligations when it receives it under this Agreement; (iii) is rightfully disclosed to the Receiving Party by a third party without any confidentiality obligations; or (iv) the Receiving Party independently developed without using the Disclosing Party’s Confidential Information. The Receiving Party may disclose the Disclosing Party’s Confidential Information when required by law or valid order of a court or other governmental authority, provided that the Receiving Party (where legally permitted) gives the Disclosing Party reasonable prior written notice and uses reasonable efforts to limit the scope of disclosure, including by assisting the Disclosing Party in challenging or narrowing the disclosure requirement.
4. Third-Party Integrations. The Grove Tax Platform may integrate with or otherwise make available certain applications and materials that are developed or otherwise provided by a party other than Grove Tax (collectively, “Third Party Services”). Grove Tax does not warrant or guarantee the functionality, availability, or reliability of any such Third Party Services. In addition, the use of such Third Party Services may require you to agree to additional terms and conditions imposed by the respective service providers, which are independent of this Agreement. Grove Tax reserves the right to modify or discontinue any of its integrations with any Third Party Services at any time without prior notice. Grove Tax will not be liable for any damages or losses resulting from such modification or discontinuation.
5. Product Usage Data. Grove Tax may collect and use data and information relating to your access to and use of the Grove Tax Platform, including technical logs, performance metrics, feature usage, configuration data, and other information about how the Grove Tax Platform and related services are accessed and used (“Product Usage Data”). Product Usage Data may be collected through automated means such as system logs, analytics tools, cookies, or similar technologies. Grove Tax may use Product Usage Data for purposes including: (i) maintaining, securing, and improving the Grove Tax Platform; (ii) developing new features or services; (iii) analyzing usage trends and performance; and (iv) ensuring compliance with this Agreement and applicable laws. To the extent Product Usage Data is aggregated or de-identified, Grove Tax may use and disclose such data for its business purposes without restriction, provided that it does not identify you or any individual user.
Fees and Payments
1. Fees and Billing. To the extent Grove Tax Platform is made available to you for a fee, you will pay all fees charged to your account (“Fees”) according to the prices and terms on the applicable pricing page, or as otherwise agreed between us in writing. We have the right to correct pricing errors or mistakes even if we have already issued an invoice or received payment. You will provide complete and accurate billing information including a valid and authorized payment method. We will charge your payment method on an agreed-upon periodic basis, but may reasonably change the date on which the charge is posted. You authorize Grove Tax, and our third-party payment processor(s), to charge your payment method for the Fees. If your payment cannot be completed, we will provide you written notice and may suspend access to Grove Tax Platform until payment is received. Fees are payable in U.S. dollars and are due upon invoice issuance. All payments are nonrefundable except as provided in this Agreement.
2. Payment by Invoices. If you have executed an order form with Grove Tax with respect to Grove Tax Platform (each an “Order Form”) which states that you will be billed via invoice, then invoices will be sent to you via email in accordance with the Order Form. Except as otherwise set forth in an Order Form, you will make all of the undisputed fees set forth in the corresponding Order Form within thirty (30) days of the date of the invoice.
3. Usage Credits. Certain features or services may be accessed through the purchase and use of credits (“Usage Credits”). You may purchase Usage Credits through your account at the rates and terms specified by Grove Tax from time to time. Usage Credits have no cash value, are non-transferable, and may be used solely to access eligible services within the Grove Tax Platform. All purchases of Usage Credits are final and non-refundable, except as required by applicable law or expressly stated otherwise by Grove Tax. Usage Credits will be deducted automatically based on your use of the applicable features or services. Grove Tax may, at its discretion, modify the credit pricing, usage rates, or the services for which Usage Credits may be redeemed at any time. Any changes will apply prospectively. Unused Usage Credits may expire after the period set forth in your account or purchase documentation.
4. Taxes. Unless otherwise stated, Fees do not include federal, state, local, and foreign taxes, duties, and other similar assessments (“Taxes”). You are responsible for all Taxes associated with your purchase, excluding Taxes based on our net income, and we may invoice you for such Taxes. You agree to timely pay such Taxes and provide us with documentation showing the payment, or additional evidence that we may reasonably require. Grove Tax uses the name and address in your account registration as the place of supply for tax purposes, so you must keep this information accurate and up-to-date.
5. Changes in Fees. We may change our prices by posting notice to your account and/or to our website. Price increases will be effective fourteen (14) days after they are posted, except for increases made for legal reasons or increases made to any free or beta services, which will be effective immediately. Any price changes will apply to the Fees charged to your account immediately after the effective date of the changes.
Term and Termination
1. Termination; Suspension. This Agreement takes effect when you first use Grove Tax Platform and remain in effect until terminated. You may terminate this Agreement at any time for any reason if you do not have any Order Forms then in effect by discontinuing the use of Grove Tax Platform. We may terminate this Agreement for any reason by providing you at least 30 days’ advance notice. We may terminate this Agreement immediately upon notice to you if you materially breach this Agreement, if there are changes in relationships with third party technology providers outside of our control, or to comply with law or government requests. We may suspend your access to Grove Tax Platform, with or without notice, if you do not comply with this Agreement, if your use poses a security risk to us or any third party, or if we suspect that your use is fraudulent or could subject us or any third party to liability.
2. Effect on Termination. Upon termination, you will stop using Grove Tax Platform and you will promptly return or, if instructed by us, destroy any Confidential Information. The sections of this Agreement which by their nature should survive termination or expiration should survive, including but not limited to Sections 2, 3, 4, 5, and 6.
Indemnification; Disclaimer; Limitations on Liability
1. Indemnity. To the maximum extent permitted by applicable law, you agree to hold harmless, release, defend, and indemnify us and our officers, directors, employees, contractors, agents, affiliates, and subsidiaries from and against all claims, damages, obligations, losses, liabilities, costs, and expenses arising from: (a) your unauthorized access or use of Grove Tax Platform; or (b) your violation of any term or condition of this Agreement, the right of any third party, or any other applicable law, rule, or regulation.
2. General Disclaimer. GROVE TAX PLATFORM ARE PROVIDED “AS IS.” EXCEPT TO THE EXTENT PROHIBITED BY LAW, WE AND OUR AFFILIATES AND LICENSORS MAKE NO WARRANTIES (EXPRESS, IMPLIED, STATUTORY OR OTHERWISE) WITH RESPECT TO GROVE TAX PLATFORM, AND DISCLAIM ALL WARRANTIES INCLUDING BUT NOT LIMITED TO WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, SATISFACTORY QUALITY, NON-INFRINGEMENT, AND QUIET ENJOYMENT, AND ANY WARRANTIES ARISING OUT OF ANY COURSE OF DEALING OR TRADE USAGE. WE DO NOT WARRANT THAT GROVE TAX PLATFORM WILL BE UNINTERRUPTED, ACCURATE OR ERROR FREE, OR THAT ANY CUSTOMER DATA WILL BE SECURE OR NOT LOST OR ALTERED. GROVE TAX DOES NOT GUARANTEE ANY SPECIFIC RESULTS, OUTCOMES, OR PERFORMANCE IMPROVEMENTS WILL BE ACHIEVED THROUGH USE OF THE GROVE TAX PLATFORM.
3. Limitations of Liability. UNDER NO CIRCUMSTANCES SHALL WE OR ANY OF OUR OFFICERS, DIRECTORS, EMPLOYEES, CONTRACTORS, AGENTS, AFFILIATES, OR SUBSIDIARIES BE LIABLE TO YOU FOR ANY INDIRECT, PUNITIVE, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR EXEMPLARY DAMAGES, INCLUDING, BUT NOT LIMITED TO, DAMAGES FOR LOSS OF PROFITS, GOODWILL, USE, DATA, OR OTHER INTANGIBLE PROPERTY, ARISING OUT OF OR RELATING TO ANY ACCESS OR USE OF OR INABILITY TO ACCESS OR USE OF OUR SERVICES, NOR WILL WE BE RESPONSIBLE FOR ANY DAMAGE, LOSS, OR INJURY RESULTING FROM HACKING, TAMPERING, OR OTHER UNAUTHORIZED ACCESS OR USE OF OUR SERVICES OR THE INFORMATION CONTAINED WITHIN IT, WHETHER SUCH DAMAGES ARE BASED IN CONTRACT, TORT, NEGLIGENCE, STRICT LIABILITY, OR OTHERWISE, ARISING OUT OF OR IN CONNECTION WITH AUTHORIZED OR UNAUTHORIZED USE OF OUR SERVICES.

SOME JURISDICTIONS DO NOT ALLOW THE LIMITATION OF LIABILITY FOR PERSONAL INJURY, OR OF INCIDENTAL OR CONSEQUENTIAL DAMAGES, SO THIS LIMITATION MAY NOT APPLY TO YOU. IN NO EVENT SHALL OUR TOTAL LIABILITY TO YOU FOR ALL DAMAGES (OTHER THAN AS MAY BE REQUIRED BY APPLICABLE LAW IN CASES INVOLVING PERSONAL INJURY) EXCEED IN THE AGGREGATE (A) THE AMOUNTS YOU HAVE PAID TO US IN THE SIX (6) MONTHS PRECEDING THE DATE OF THE CLAIM OR (B) ONE HUNDRED U.S. DOLLARS ($100.00 USD) OR ITS EQUIVALENT IN THE LOCAL CURRENCY OF THE APPLICABLE JURISDICTION.

THE FOREGOING LIMITATIONS WILL NOT APPLY TO THE EXTENT PROHIBITED BY LAW.

Miscellaneous
1. Entire Agreement. These terms constitute the entire agreement between you and us with respect to the subject matter hereof. This Agreement supersedes any and all prior or contemporaneous written and oral agreements, communications and other understandings (if any) relating to the subject matter of the terms.
2. Assignment. You may not assign or transfer this Agreement, by operation of law or otherwise, without our prior written consent. Any attempt by you to assign or transfer this Agreement without our prior written consent shall be null and void. We may freely assign or transfer this Agreement. Subject to the foregoing, this Agreement will bind and inure to the benefit of the parties, their successors and permitted assigns.
3. Notice. We may provide any notice to you under this Agreement using commercially reasonable means, including using public communication channels. Notices we provide by using public communication channels will be effective upon posting. Notices to Grove Tax shall be addressed: by hand delivery, courier or by postal mail to Grove Tax, Inc. 28 Geary St. Suite 650 PMB 5188, San Francisco, CA 94108, Attention to Legal Team; or by email (where permissible) to legal@grove.tax.
4. Modifications. We may amend this Agreement from time to time by posting a revised version on the website, or if an update materially adversely affects your rights or obligations under this Agreement we will provide notice to you either by emailing the email associated with your account or providing an in-product notification. Those changes will become effective no sooner than 30 days after we notify you. All other changes will be effective immediately. Your continued use of Grove Tax Platform after any change means you agree to such change.
5. Publicity. Neither party may use the other party’s name or logos without the other party’s prior written consent; except that, during the term, Grove Tax shall have the right to describe you as a customer, to include you in Grove Tax’s customer lists, and to use your name and logos to identify you as a customer on its website and in proposals and presentations to prospective clients and investors.
6. Force Majeure. Except for the payment of money, neither party shall be responsible for any delay or failure in performance resulting from acts beyond its reasonable control to the extent that such acts could not have been prevented or avoided by the exercise of reasonable diligence by the affected party, including, without limitation, act of God, act of war or terrorism, riot, epidemic, fire, flood, or act of government.
7. Equitable Remedies. You acknowledge that if you violate or breach this Agreement, it may cause irreparable harm to Grove Tax, and Grove Tax shall have the right to seek injunctive relief against you in addition to any other legal remedies.
8. Severability. If any provision of this Agreement shall be determined to be invalid or unenforceable under any rule, law, or regulation of any local, state, or federal government agency, such provision will be changed and interpreted to accomplish the objectives of the provision to the greatest extent possible under any applicable law and the validity or enforceability of any other provision of this Agreement shall not be affected.
9. Governing Law. This Agreement will be governed by the laws of the State of California without regard to its conflict of law provisions. You and Grove Tax agree to submit to the personal and exclusive jurisdiction of the state and federal courts located within San Francisco, CA. The failure of Grove Tax to exercise or enforce any right or provision of this Agreement will not constitute a waiver of such right or provision. If any provision of this Agreement is found by a court of competent jurisdiction to be invalid, the parties nevertheless agree that the court should endeavor to give effect to the parties’ intentions as reflected in the provision, and the other provisions of this Agreement remain in full force and effect.
Contact Us

If you have any questions about this Agreement or the Grove Tax Platform, please contact us at contact@grove.tax.