Grove
AI tax workflow automation platform for professional tax firms, automating client intake, document collection, return preparation, and delivery.
Where Grove ranks
Current edition · updated Oct 20, 2026About Grove
Tax preparers spend 65% of their time not doing taxes. They chase documents, do manual data entry, and manage clients back-and-forth. The result: 75% have retired in the last decade, a third of those left want to quit, and the gap between demand and supply widens every year.
You cannot close that gap with people. You close it with AI agents. Grove builds autonomous agents that handle the full tax return lifecycle: intake, document extraction, return preparation, and delivery.
Grove launched with design customers this past season. Preparers are handling returns through Grove 3x faster and paying 3x more than what they pay for their tax software.
The Grove team is currently in talks with institutional tax companies for partnership opportunities.
Products
AI-powered client intake and document collection workflow featuring auto-generated checklists, magic-link onboarding, and smart workpapers.
AI agent that drafts tax returns from organized workpapers, performs accuracy checks, and flags anomalies for preparer review.
Client-facing delivery platform providing branded tax summaries, embedded video walkthroughs, e-signature with KBA, and payment collection.
Security and compliance
No security details published yet
Grove hasn't published certifications or security practices that we could find. Ask their team for audit reports.
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