Grove Collect
AI-powered client intake and document collection workflow featuring auto-generated checklists, magic-link onboarding, and smart workpapers.
What it does
AI-powered client intake and document collection workflow featuring auto-generated checklists, magic-link onboarding, and smart workpapers.
- Automated client document collection and organization
- AI-driven tax return drafting and review
- Branded client delivery with e-signature and payment
- Category
- Tax and financial reporting
- Users
- Tax preparation firms, CPA firms, Enrolled Agents
- Public API
- Not offered
Not yet disclosed: deployment options, platforms, languages and support channels.
Pricing
Pricing isn't published
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Security and compliance
No security details published yet
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