Co-founder & CEO
Uday Nandam
12+ years in professional tax software. Co-founded Intuit Link, led product for Lacerte and ProConnect Tax, and was Head of Product for UltraTax CS at Thomson Reuters, where he led AI strategy.
AI advisory for tax firms
Where does AI actually fit in your practice?
A short advisory engagement for firms weighing AI. We learn how your firm really works, find where AI genuinely helps — and where it doesn't — and leave you with a plan you can act on. Led by the team behind Intuit Link, Lacerte, and UltraTax CS.
About three weeks · a few hours of yours · vendor-neutral · no lock-in
The engagement
A short, focused piece of work — not a software rollout.
- Format
- A few conversations and a working session with your team.
- Time
- About three weeks. A few hours of yours; we handle the rest.
- You keep
- A written assessment of your workflow and a prioritized plan.
- To start
- An intro call to scope the work and see whether it's a fit.
What working together looks like.
How we work together
An engagement, not a sales call.
01
We start with a conversation
A call to understand your firm — how you work, what software you run, and where busy season actually hurts. No pitch.
02
We learn how your firm works
We sit down with the people who do the work and map your process end to end, from the first organizer to the signed return.
03
We find where AI fits
You get an honest read: where AI saves real time, where it isn't worth the trouble, and what to be careful with.
04
We hand you a plan
A prioritized roadmap you own. If a pilot makes sense, we'll help you run one — but there's no obligation and no lock-in.
Who you'll work with
Led by the founders, backed by the team.
Your engagement is led by Grove's founders — the people who built the tax software your firm already uses. You won't be passed to a sales rep or a junior analyst.
Co-founder & CTO
Gaurav Mathur
Engineering leadership from Airbnb, Indeed, and CloudKitchens. Builds the AI behind Grove — fast, reliable, and secure enough for tax season, when downtime isn't an option.
What you come away with
A plan you own — vendor-neutral.
A written assessment
How your workflow looks today, and where AI genuinely fits — walked through stage by stage.
A prioritized roadmap
Sequenced from quick wins to bigger moves, so you know what to do first and what can wait.
An honest time estimate
A realistic sense of the hours each change could give back — based on your firm, not a vendor's claims.
Tooling that fits your stack
Recommendations that work with what you already run — Drake, Lacerte, UltraTax, ProSystem fx, and more.
Guidance on client data
What's safe to do with client information today — and the lines a tax practice shouldn't cross.
A working session
We walk you and your team through all of it, answer the hard questions, and leave you set up to act.
Why us
We know tax — and we've built the tech.
Most AI advice comes from people who know one side or the other. Our team has spent a decade inside professional tax software and decades more building technology at scale — so we can tell you what's real and what's just hype.
30+ years
in technology across the team, from IBM Watson to Airbnb
A decade
inside professional tax software
4 products
you may already use: Intuit Link, Lacerte, ProConnect, UltraTax CS
We know the workflow
A decade in professional tax software — the 1040 and the business return, from the first organizer to the signed e-file.
We build the AI too
Grove is a working platform, not a deck. The advice comes from what we've actually shipped and run during tax season.
Security comes first
We don't need your live client data to advise you. We map process, not PII — and we'll point out the real risks.
Vendor-neutral
If a tool other than Grove fits you better, we'll tell you. The plan is yours to keep either way.
If Grove turns out to be a fit, we'll show you where — and you can try it on a small slice of clients before committing to anything. If it's not the right fit, the plan still stands on its own.
FAQ
Questions firms ask first.
What does it cost?
It depends on the size and scope of your firm, so we scope it together on the intro call — no surprises. Whatever we recommend, the assessment is yours to keep and act on, even if you never work with us again.
Do we have to use Grove?
No. The recommendations are vendor-neutral, and some may be tools we don't make. You're free to implement the plan however you like.
Is our client data safe?
We don't need live client data to advise you — we map your process, not your clients' information. If you later decide to try Grove, our security posture is documented on our security page.
How much of our time does it take?
A first call, a working session or two with whoever knows the workflow best, and a readout. About three weeks end to end, and most of the legwork is ours.
What size firm is this for?
Solo preparers up to firms of about fifty. It helps most when busy season is stretched thin and you suspect AI could help but aren't sure where to begin.
We run Drake / Lacerte / UltraTax / ProSystem fx. Does that matter?
No. The plan is built around the software you already use — we're finding where AI fits alongside it, not asking you to replace it.
Who actually does the work?
Grove's founders lead every engagement, working with our team — the people who built the professional tax software your firm likely runs, and the systems behind it. You won't be handed off to a junior analyst.
No obligation
Start with a conversation.
A short call to see whether an engagement makes sense for your firm. If it doesn't, we'll say so.