Firm-customized branding
Logo, colors, sender name and summary layout are all set by your firm.
Delivery that makes clients get their taxes.
Send each client one link with a branded summary of their return, an optional video walkthrough from you, e-signature, payment, and seven years of document access.
Grove Tax LLC
· Maya R., CPA
Welcome back, Carlos
Review
Key pages
Sign
Done
Your refund this year
$0
$480
$1,200
$1,820
$2,400
$2,900
$3,180
$3,245
+$840 vs 2024
Federal +$2,100
California +$1,145
Local $0
Wins this year
-
Home-office captured
-
Lily added · dependent
-
Estimates well-timed
Ask Grove anything about your return
AI
Why is my refund larger?
Two drivers: your home-office deduction on Schedule C added $1,840, and your Q3 estimated payment matched rental income better. Net: +$840 vs last year.
What if I sell the rental?
Selling would trigger about $28k in capital gain after depreciation recapture. Holding through 2026 keeps rental losses offsetting AGI: same income, roughly $4k less tax. Want me to model both scenarios?
Pages your preparer flagged
123 of 3 · annotated
Form 1040 · Return summary
Filing statusMFJ · 2 deps
1a Wages$142,500
8 K-1 pass-through$24,800
11 AGI$184,250
24 Total tax$27,328
Refund$3,245
MMaya
Final figures reviewed. AGI traces correctly across schedules.
Schedule C · Maria's adjunct income
1 Gross receipts$28,400
22 Supplies$1,200
27a Other expenses$2,400
30 Home-office (new)$1,840
31 Net profit$22,960
MMaya
Home-office line is new this year. Saved ~$800 in federal tax.
Schedule A · Itemized deductions
5e SALT (capped)$10,000
8a Mortgage interest$11,420
11 Charitable · cash$2,200
12 Charitable · non-cash$1,220
17 Total itemized$24,840
MMaya
We chose standard ($29,200), the better outcome.
Authorize your return
Identity verification, then sign Form 8879
Identity check · KBA
Confirming…
✓ Verified
What you're signing
- Form 8879 · IRS e-file authorization
- Federal 1040 · TY 2025
- California 540 · state return
C
Carlos Reyes (you)
Up next
Signing…
✓ Signed
M
Maria Martinez
Pending · notified
Audit trail · IP, timestamp & KBA logged
You're filed.
With the IRS · 14 seconds ago
Refund
$3,245
Filed
Mar 14
Your documents
Reyes-Martinez-2025-Signed.pdf
Plain-English summary.pdf
Workpapers archive.pdf
Saved to your Grove vault · 7-year free access
What the client sees: their refund and what changed, answers from Ask Grove about their own return, the pages you flagged, KBA signing, then a confirmation with every document to download.
From a signed-off return to a delivery clients actually want to open.
01
Grove builds the delivery package.
The branded summary, video slot, e-sign and payment request are assembled from the reviewed return.
02
Record a short walkthrough
(Or skip if you'd rather not.) Loom-style, in the app, two minutes.
03
Client opens one link.
They review, sign, pay and download on their phone, in one sitting.
Review, sign, and pay from one link.
In-app video walkthroughs
Record once per return (or a template per segment). Embedded in the delivery; no Loom subscription needed.
E-signature with KBA
IRS-compliant knowledge-based authentication for 8879 and state e-file authorizations.
Integrated payment
ACH and card. Grove adds no fee on top of processing, so you keep the full invoice.
Seven-year document access
Clients keep free access to their return and supporting docs for seven years. No portal fee.
Next-year recommendations
Strategic suggestions auto-generated and included in the summary (estimated payments, withholding tweaks, retirement gaps).
Common questions, answered.
What e-signature standard does Grove use?
IRS-compliant KBA (knowledge-based authentication) for 8879. State authorizations follow each state's e-sign rules. Full audit trail per signature.
Do clients need a Grove account to receive their return?
No. They open the delivery link and can review and sign without an account. They can optionally create a free account to keep document access.
Can the delivery be white-labeled with our firm's branding?
Yes. Logo, colors, custom domain, and email/SMS copy are all configurable. Clients never see Grove branding unless you want them to.
How does payment work, and what are the fees?
Grove charges zero payment processing markup. You pay processor fees only (typical: 2.9% + 30¢ for cards, ~0.8% for ACH capped at $5). You set the invoice; the full amount lands in your account.
How long are documents retained?
Free seven-year retention for clients (matching IRS recordkeeping recommendations). The firm has indefinite access for active accounts.
Can we record one walkthrough and reuse parts of it?
Yes. Save reusable "video templates" per client segment (e.g., "W-2 + standard deduction" intro). Personalize the numbers per client; reuse the talk track.
A delivery clients want to open.
Branded summary, video walkthrough, e-signature and payment in one link.