Adaptive branching
Forks on filing status, state, life events, business and rental activity. Covers sole proprietors, multi-state filers and new parents.
Stop sending tax questionnaires.
Grove replaces your 40-page intake form with one adaptive conversation. It asks what's relevant for each client, skips what last year's return already answers, and records every answer against the return.
Grove · 2025 return
Personalized for Sarah Chen
Personal
Income
Deductions
Review
Same household as 2024: married to Marco, kids Liam (8) and Noa (5)?
Yes, plus Lily was born in March 2025.
Congrats, I'll add Lily as a new dependent. Did you contribute to your HSA in 2025? W-2 shows $4,150 already.
Yes, I added $1,000 extra outside payroll.
Got it, recorded. Any childcare expenses for Lily this year?
Yes, daycare for Lily
I'll add Form 2441. About how much for the year?
$9,600
Recorded. That qualifies for the full $1,200 dependent care credit.
Recorded · Childcare $9,600 → Form 2441 → $1,200 credit
Reply to Grove…
$9,600
A client picks a suggestion, types an amount, and Grove records each answer against the return.
From a 40-page PDF to a conversation that actually gets finished.
01
Grove reads the prior year.
It knows the client's filing status, entities, dependents, and history before the conversation starts.
02
Questions adapt in real time.
Only the topics that matter for this client appear. Anything answered by the prior return is skipped.
03
Answers flow into the draft.
Every response is tagged to a return line or workpaper for review.
A real conversation, not a questionnaire dressed up in a UI.
Plain English, not IRS jargon
No "qualified joint venture" or "QBI threshold." Clients hear what to do, not what the form is called.
Skips what's already known
If the prior year answers a question, Grove doesn't ask it again. Returning clients see fewer questions.
Pause & resume
Clients finish on their own schedule. State persists. Progress is shared with your team.
Smart follow-ups
Vague or incomplete answers get a clarifying question in the client's own thread.
Multi-state and edge cases
Handles part-year residency, multiple K-1s, foreign income, and dependents with complex situations.
Common questions, answered.
How long does a typical interview take?
It depends on the return. A returning W-2 client with few changes gets a short conversation. New clients with multiple income sources or businesses get more questions, and can pause and come back.
Can I add firm-specific questions?
Yes. Add custom questions globally or per client segment (e.g., "Did you make any crypto sales?" for a niche practice). Questions can be conditional on prior answers.
What languages are supported?
English at launch. Spanish is in private beta. Tell us what else your client base needs.
Does it handle multi-state or international situations?
Yes. Multi-state residency, part-year moves, K-1s in multiple states, foreign accounts (FBAR/8938 triggers), and basic non-resident situations are all in scope.
How does Grove know which questions to skip?
It cross-references the prior-year brief, the documents already uploaded, and answers given earlier in the conversation. If a topic is settled, it doesn't come up.
What if a client gives an unclear answer?
Grove asks a follow-up. If the answer is still unclear, the question gets flagged for preparer review instead of being guessed at.
Retire the questionnaire.
One adaptive conversation per client, with every answer tagged to the return for review.