Auto-prepared from workpapers
1040 and every applicable schedule drafted from documents in scope. Every figure traces to a source page.
Product
Prepare & Review
05 · Prepare & Review
A drafted return, ready for your review.
Grove reads the workpapers, drafts the 1040 and every schedule that applies, and runs diagnostics before you open the file. Spend your time reviewing — not entering.
Form 1040
Reyes Martinez · TY 2025
Draft
Reading W-2 · Acme
Running diagnostics
6 of 6 processed
Source docs
W-2
Acme Corp
1099-INT
Chase
1099-DIV
Vanguard
K-1
Hartwell LLC
1099-B
Schwab
1098
Mortgage
Line
Label
2025
2024
1a
Wages, salaries
—$198,420
$182,100
2b
Taxable interest
—$3,142
$2,418
3b
Ordinary dividends
—$8,914
$14,260
YoY anomaly · dividends -37%
Current 1099-DIVs total $8,914 vs. $14,260 last year. Expected Fidelity form is missing.
8
Other income · K-1 pass-through
—$4,250
$3,800
7
Capital gain · 14 lots reconciled
—$12,408
$9,870
Schedule D ties to line 7
10
Adjustments · HSA + SE health
—($7,500)
($7,000)
11
Adjusted gross income
—$219,634
$205,448
Estimated refund
$—
$3,412
$5,512
vs 2024
$214
$2,314
Saver's Credit applied · Form 8880
AGI under threshold + 401(k) deferrals
+$2,100
Grove drafts the 1040 from six source docs (W-2 through 1098), fills the YoY line table as each finishes, flags the dividends anomaly + Schedule D confirmation, then surfaces a missed Saver's Credit that bumps the refund from $3,412 to $5,512.
How it works
From workpapers to a reviewable draft, with diagnostics already run.
01
Grove reads the workpapers.
Every figure is drafted from a source document, traced to a specific line.
02
Diagnostics run automatically.
YoY anomalies, missing forms, cross-form calculation checks — all surfaced before you open the file.
03
You review, edit, approve.
Click any line to see source PDF, prior-year value, and Grove's reasoning. Override anytime.
What's inside
Diagnostics, traceability, and second-opinion checks built into prep.
YoY anomaly detection
Wages off 30%, dividends missing, K-1 vanished — flagged automatically before you open the draft.
Missed deduction sweep
Surfaces credits and deductions the client may qualify for, with supporting evidence already attached.
Cross-form calculation checks
Schedule totals, AGI math, form-to-form references — all checked before sign-off.
Side-by-side line review
Click any line: source PDF, prior-year value, Grove's reasoning. Approve, edit, or override in one click.
Audit-trailed overrides
Every change you make is logged with reason and reviewer. Partners and reviewers see a clean diff.
FAQ
Common questions, answered.
Does Grove file the return or just draft it?
Grove drafts and reviews. E-filing is on the near roadmap. Until then, exports drop into your existing prep platform (ProConnect, Lacerte, UltraTax CS, Drake) for e-file.
Which forms and schedules are supported?
1040 with Schedules 1, 2, 3, A, B, C, D, E, SE, and common forms (8606, 8889, 8880, 8863, 2441, etc.). Schedule the demo for the full current list.
How does Grove handle complex situations like basis tracking, depreciation, AMT?
Basis is tracked per security and per K-1 across years. Depreciation schedules carry forward. AMT is computed in parallel with regular tax. Edge cases are surfaced for human judgment, not silently calculated.
What if Grove gets something wrong?
Every figure is overridable, and Grove flags low-confidence values rather than burying them. The draft is a starting point, not the final word.
Are diagnostics customizable per firm?
Yes. Add firm-specific checks (e.g., "always flag charitable above $X") on top of the built-in diagnostic library.
Can I integrate with my existing prep software?
Yes — exports to the major prep platforms today. Direct API integration is in private beta with select partners.
Ready when you are
Review the return, don't retype it.
Diagnostics, traceability, and a draft that's actually ready for your eyes.