Use every part of Grove free through the October 15 extension deadline — no limits, no card. After that, your first 25 returns are free, every season. Past 25, we'll tailor simple per-return pricing to your firm.
Collect and Deliver are live and free this extension season — and part of your first 25 free returns every season after. Prepare & Review is on the way.
AI document collection, from intake to organized workpapers. Send clients a magic link to self-onboard — or run it as a back-office tool.
AI agents that extract, draft, and check — so you spend your time on judgment, not data entry.
A delivery experience clients remember — branded, walked-through, signed, and paid in one flow.
Every feature, unlimited returns, through Oct 15.
Your first 25 returns are always free.
Simple per-return pricing, tailored to your firm.
Past 25 returns in a season? Tell us about your firm and we'll send back a simple per-return quote — no platform fees, no surprises.
No platform fees, no per-seat charges, no surprises at renewal. Once you're past your free returns, it's simple per-return pricing — and only when you actually use it.
Every capability Grove ships today, tagged by which product it lives in. All of it is free this extension season — and free for your first 25 returns every season after.
Every uploaded document is identified by form type and renamed to your firm's convention.
Built automatically from prior-year returns so the request list is tailored to each client.
Bookmarks, tick marks, and annotations your whole team can work on simultaneously.
Send clients a link, they self-register and upload. No app, no signup, no portal training.
Conversational intake that picks up life changes and new tax situations. 3× higher completion than PDFs.
As documents come in, they match to the right checklist items automatically.
Drafts return data from your organized documents so you can review instead of type.
Catches calculation errors, inconsistencies, and credits or deductions a client might be missing.
Highlights big changes from last year so anomalies get caught before you finalize.
A polished, branded breakdown of each client's return with forward-looking recommendations.
Identity verification, e-signature, and payment collection in the same delivery flow.
Free document storage for clients and your firm — no extra fees, ever.
"The AI questionnaire alone saved us 15 hours per week during tax season. Clients actually enjoy filling it out, and we get better data than we ever did with PDF questionnaires."
"We switched from a legacy system and the checklists feature is a game-changer. It pulls from prior-year returns so accurately that our staff barely has to touch the request list."
"The delivery experience blew us away. Branded presentations, embedded walkthroughs, and e-signatures. Our clients think we're a Fortune 500 firm now."
Yes — Grove is completely free all extension season, through the October 15 deadline. Every feature is unlocked with no return limit and no card required. When extension season ends you don't lose access: your first 25 returns each season stay free, and we only talk pricing once you're past 25.
Nothing breaks. We'll reach out — or you can contact us anytime — to set up simple per-return pricing that fits your firm's volume. There are no platform fees and no surprises, and you'll always know the price before anything is charged.
No. No annual commitment, no monthly minimum, no platform fee. You can stop using Grove at any time and your bill goes to zero.
No per-seat fees, ever. Add as many staff as you need. Pricing is per return, not per preparer.
A return counts when you actively run a client through Grove for the season. The first 25 are free; returns you never start don't count. We only talk pricing once you're past 25.
Because firms vary a lot in volume, and we'd rather right-size pricing to your firm than post a one-size-fits-all number. Contact us and we'll send back a straight, simple per-return quote — usually the same day.
The full intake workflow: prior-year return parsing, tailored document checklists, client uploads, auto-categorization, multi-page splitting, and a return-ordered workpaper packet with bookmarks and annotations.
We're building it now. Join the waitlist and we'll get you in as soon as it's ready.
All data is encrypted in transit and at rest, hosted in U.S. data centers. We follow IRS Publication 4557 and FTC Safeguards requirements and operate under a written WISP. Read the full breakdown on our security page.
Yes — for you and your clients, no extra fee, up to 7 years.
Tell us. Missed checklist items, workpaper issues, anything else — we'll make it right or refund the return.
