New Exclusively on Grove

Import straight from ProConnect.

Grove connects directly to Intuit^® ProConnect^™ Tax and brings over your clients and last year's return data, then creates their returns for you. No backup files to request, no weeks of waiting, no follow-ups.

Individual (1040) returns Direct integration Business returns coming soon

Connect Intuit ProConnect

Bring your clients and last year's returns into Grove.

Connect ProConnect Connecting… Connected · Hartwell CPA

Client list & contact details
Prior-year 1040 return data
148 1040 clients found

Import from Intuit ProConnect

Prior-year (2025) returns · Form 1040 · 148 clients selected

ProConnect connected

Creating returns in Grove6 of 6 created

Client	Filing status	Imported	Status
OPOlivia Park	Married filing jointly	W-2 ×2, 1099-DIV, Sch. A	Queued Importing Return created
MBMarcus Bell	Single	W-2, Sch. C, 1099-NEC	Queued Importing Return created
PSPriya & Dev Shah	Married filing jointly	W-2 ×2, K-1, Sch. E	Queued Importing Return created
HOHannah Ortiz	Head of household	W-2, 1098-T, 2 dependents	Queued Importing Return created
TWTom Whitaker	Single	1099-R, SSA-1099, 1099-INT	Queued Importing Return created
GLGrace Liu	Married filing jointly	W-2, 1099-B, capital loss carryover	Queued Importing Return created

0 backup files requested 0 follow-ups

Next: prior-year briefs and checklists

Olivia & James Park

Imported from ProConnect

Filing status: Married filing jointly
Dependents: Ava (9), Leo (6)
Email: olivia.park@example.com
Location: Portland, OR

Document checklist Built from their 2025 return

W-2 · Northwind HealthOlivia · from 2025 W-2
W-2 · Cascade Design Co.James · from 2025 W-2
1099-DIV · Vanguardfrom 2025 Schedule B
1098 · Chase mortgage interestfrom 2025 Schedule A
Property tax statementfrom 2025 Schedule A
Childcare provider statementAva & Leo · from 2025 Form 2441

Send checklist to Olivia Questionnaire drafted from last year's answers, too

Connect once, pick your 1040 clients, and every return arrives with the client's details and a checklist built from last year's return.

Why it matters

Weeks of waiting, down to minutes.

Moving clients out of ProConnect used to mean asking for backup files, then waiting, following up, and waiting some more. Grove skips all of it.

The old way Weeks

Request backup files.

Still waiting

Week 1Request a backup of your client data.Then wait for the export to be prepared.
Week 1Confirm which clients you need.Back and forth before anything starts.
Week 2Follow up.Still waiting. Your season isn’t.
Week 2“It’s in the queue.”No date yet.
Week 3Follow up again.Every follow-up pushes client work back.
Week 4Escalate.Another email. Another ticket.
Week 5Files finally arrive.Now restore the backup.
Week 5Set up each client by hand.One return at a time.
Week 6A few clients are missing.Request another backup…

Week 1Request a backup of your client data.Then wait for the export to be prepared.
Week 1Confirm which clients you need.Back and forth before anything starts.
Week 2Follow up.Still waiting. Your season isn’t.
Week 2“It’s in the queue.”No date yet.
Week 3Follow up again.Every follow-up pushes client work back.
Week 4Escalate.Another email. Another ticket.
Week 5Files finally arrive.Now restore the backup.
Week 5Set up each client by hand.One return at a time.
Week 6A few clients are missing.Request another backup…

With Grove Minutes

Import directly.

Step 1Connect ProConnect.A one-time connection from inside Grove.
Step 2Choose your clients.Select all of them, or just the ones you're ready for.
Step 3Returns are created.Each client arrives with last year's return data, ready to work.
ThenStart the season.Send checklists and questionnaires the same day.

Start importing

How it works

Three steps. No files to wrangle.

Connect ProConnect.

Link your firm's ProConnect account from Grove's integrations page. It's a one-time connection, with no exports and no files to email.

Pick who comes over.

Bring your whole 1040 book over at once, or start with the clients you're working on first. You can import more whenever you're ready.

Returns are ready to work.

Every client gets a return in Grove, with last year's data already in place. The prior-year brief, checklist, and questionnaire start from what ProConnect already knows.

What comes over

Everything you need to start the return.

Your client list

Every client you select, with names and contact details, so you can reach them from Grove on day one.

Filing status & household

Filing status, spouse, and dependents, carried over so nobody has to type them in again.

Last year's income sources

Employers, payers, K-1s, and schedules, which become this year's list of documents to collect.

Deductions, credits & carryovers

What they claimed last year and what carries forward, surfaced before you start prep.

A return, created for you

Each imported client gets a 1040 return in Grove automatically. No manual setup, client by client.

The rest of Grove, pre-filled

Prior-year briefs, checklists, and AI questionnaires all start from the imported data, not a blank page.

Individual (1040) returns are supported today. Business returns are coming soon.

Exclusively on Grove

No other tax AI platform imports from ProConnect.

Everyone else still starts with a backup file. A direct ProConnect integration is available exclusively on Grove.

	Grove	Other tax AI platforms
Getting client data out of ProConnect	Direct import	Request backup files
Time until you can start	Minutes	Often weeks
Follow-ups to chase the data	None	Usually several
Returns set up for each client	Automatically	By hand

Connect ProConnect in minutes. Sign up free

Built by the team that led product for Lacerte and ProConnect Tax at Intuit. We know where the handoffs break, so we built the handoff. Meet the team

Coming soon

Grove AI Return Prep, for ProConnect.

Importing is step one. Next, Grove's AI prepares the 1040 from your clients' documents for the returns you file in ProConnect. Firms that sign up now get it first.

Built for firms that file in ProConnect
Every figure linked back to its source document
Early access for firms that sign up now

FAQ

Common questions, answered.

Which returns can I import from ProConnect?

Individual (Form 1040) returns today. Business returns are coming soon.

Do I still need to request backup files?

No. Grove connects to ProConnect directly, so there's no backup to request, no export to wait on, and no files to restore.

Do I have to import every client at once?

No. Choose the clients you want, whether that's your whole 1040 book or just the returns you're starting first, and bring over more whenever you're ready.

What happens after the import?

Each client gets a return in Grove with last year's data in place. From there, Grove drafts the prior-year brief, the document checklist, and the client questionnaire, so you can send requests the same day.

Is my clients' data secure?

Yes. Client data is encrypted in transit and at rest, with strict access controls and the safeguards the IRS and FTC require of tax preparers. Read about our security.

When will AI Return Prep for ProConnect be available?

Soon. Firms that sign up now are first in line, and we'll turn it on for your firm as soon as it's ready.

Ready when you are

Stop waiting on backup files.

Connect ProConnect, pick your clients, and start working their returns today.

Intuit and ProConnect are trademarks or registered trademarks of Intuit Inc.