3x More Clients
AI agents conduct personalized client interviews, extract data from tax documents, prepare draft returns, and handle client communications—while you focus on strategy and growth.
Launching Fall 2025 • Limited Alpha Access
Join your peers shaping the future of tax practice
The Problem
Tax season shouldn't mean 16-hour days.
But for most firms, it does. Manual workflows, fragmented tools, and endless paperwork drain tax professionals and hurt client relationships.
Endless document requests
Back-and-forth emails and hours of manual data entry consume your valuable time. Clients send incomplete documents, you chase missing forms, and deadlines loom over everything.
Outdated, clunky tools
Legacy software that slows you down instead of speeding you up. Multiple systems that don't talk to each other.
No time for strategy
Buried in busy work with no time left for client strategy or practice growth. The important work gets pushed aside.
AI agents handle it all—so you can focus on what matters
Grove's AI conducts personalized client interviews, processes documents with human verification, and delivers completed returns.
Our Solution
Not just a tool—an AI-powered team.
Save hours on every return, reduce burnout, and deliver a smoother client experience with intelligent automation.
AI-Driven Client Interviews
Replace static forms with dynamic conversations. Our AI interviews each client personally, adapting questions based on their responses, uncovering details traditional intake misses, and delivering the thorough consultation your clients expect.
AI-Powered Data Extraction with Human Verification
AI extracts and organizes data from tax documents, then routes uncertain items to you for verification. This human-in-the-loop approach eliminates errors while maintaining speed—giving you confidence every number is accurate before proceeding.
Draft Preparation & Error Detection
Prepares draft returns and flags potential errors before you review. Catch issues early and deliver accurate returns faster than ever.
Return Review & Client Portal
Clients can review completed returns, see important dates, digitally sign documents, make payments, and track their refund status—all in one seamless portal.
Tax Return
Deductions
Documents
Protection
Works with your existing tax software
Grove Tax integrates seamlessly with all major professional tax preparation platforms. No need to switch software or retrain your team—we enhance your existing workflow.
Don't see your tax software? We work with any professional platform.
Proof In The Numbers
Real results from early testing.
Based on discovery calls and early prototype testing with 20+ tax professionals across the country.
Less Time Per Return
Tax preparers save hours on every return with AI client interviews and verified data processing.
More Returns Processed
Handle 3x more clients during tax season without working longer hours.
Client Satisfaction Rate
Clients love the smooth, professional experience and faster turnaround times.
How It Works
From interview to delivery in 4 simple steps.
Watch as your AI team transforms chaotic tax season into a streamlined, professional experience.
Interview
AI conducts personalized interviews for comprehensive client insights.
Replace static forms with dynamic conversations. Our AI interviews each client personally, adapting questions based on their responses, uncovering details traditional intake misses, and delivering the thorough consultation your clients expect—available 24/7.
Automation
AI extracts data, you verify—eliminating errors completely.
Our AI teammates extract and organize data from tax documents, then route uncertain items to you for verification. This human-in-the-loop approach combines AI speed with your expertise, ensuring every piece of data is accurate before proceeding.
Draft
Complete draft returns with sophisticated error detection.
Built from the ground up for AI, not retrofitted. Our system prepares complete draft returns with sophisticated error detection, compliance checking, and optimization suggestions—going far beyond simple data entry.
Delivery
You're the hero, we handle logistics.
Grove helps clients understand their return with clear explanations and highlights the specific value you provided. You become the hero while we handle the logistics—making it easy for clients to sign, pay, and file. Plus, we create a seamless portal where they can return next year, strengthening long-term relationships.
Alpha Program
Three AI services. One powerful platform.
Grove offers modular AI services that work together or independently. Alpha participants receive special early-access pricing.
Alpha participants receive custom pricing. Final rates available at launch.
Smart Client Interviews
- Personalized client interviews
- Dynamic conversation flow
- Adaptive question sequencing
- Prior year context awareness
- Document completeness verification
Draft Return Preparation
- AI data extraction with human verification
- Tax form population
- Error detection & flagging
- Compliance verification
- Review-ready draft preparation
- Supporting documentation
Return Delivery Suite
- Client portal access
- E-signature integration
- Payment processing
- Tax document delivery
- Filing confirmation
- Client communication automation
Full End-to-End Automation
Get all three AI services working together for complete workflow automation
Built By Category Creators
We built the software you use today.
Now Grove is reimagining tax preparation from the ground up with AI-native design, not traditional integration.
Traditional AI Integration vs. AI-Native Approach
Why architecture matters in AI tax preparation
Traditional AI Integration
Adding AI features to existing systems
Legacy system constraints limit AI capabilities
Manual processes with AI "assistance" layers
Same time-consuming workflows
Incremental improvements, core problems persist
Reality: You still handle the heavy lifting—AI just helps around the edges.
Tax season still means 16-hour days
Limited scalability and growth potential
Grove's AI-Native Approach
Built from the ground up for AI automation
AI as the foundation, not an add-on
Autonomous AI agents handle complete workflows
Fundamentally new processes designed for automation
Category-defining approach to tax preparation
Result: AI handles the work. You focus on strategy and client relationships.
70% time savings on every return
Unlimited scalability for practice growth
"Having built professional tax software for decades, we've seen the pain points firsthand. Now we're taking a fundamentally different approach: AI-native tax preparation. While others add AI features to existing systems, we're building AI teammates from the ground up."
The Founding Team
FAQ
Common questions about the AI tax assistant.
Everything you need to know about joining the future of tax preparation.
How is Grove different from existing tax software?
What services does Grove offer?
How accurate is Grove's AI?
When will Grove be available?
Is client data secure with Grove?
Will Grove work with my existing tax software?
What makes Grove 'AI-first' instead of 'AI bolt-on'?
Be the first to experience the future of tax prep.
Join our private alpha launching Fall 2025 and help shape the product.