Grove
Pricing: Not published Last checked: November 2, 2026 Visit website
What is Grove?
Grove is an AI tax workflow platform for professional tax preparers. It combines a client portal, an adaptive AI organizer, document collection, workpapers, an AI Prep add-on that drafts the return, 8879 e-signature and client payments, while returns still file from the firm's own tax software.
Who it's for
Tax and accounting firms preparing individual (1040) returns, especially firms on ProConnect, Lacerte, Drake or UltraTax CS. Grove was founded by Uday Nandam, who led product for Lacerte and ProConnect Tax at Intuit and was Head of Product for UltraTax CS at Thomson Reuters.
Key features
- Document checklists built from last year's return or from a Lacerte, ProConnect, Drake, UltraTax CS or CCH backup
- Prior-Year Brief that reads last year's return and asks clients only what changed
- Adaptive AI questionnaire and client portal with messaging and no-login client invites
- Smart Workpapers: classify, rename, split and tick-mark documents, with prior-year extraction and year-over-year comparison
- AI Prep add-on that drafts the 1040 and schedules with its reasoning shown, and checks for year-over-year anomalies and missed deductions before review
- Walkthrough Delivery: 8879 e-signature, plain-language client summary, personalized video walkthrough and payment
- Direct import of clients and prior-year 1040 data from Intuit ProConnect Tax (business returns coming soon)
- MCP server in beta for Claude, Codex or Cursor: Checklist MCP is live, with Workpapers, Questionnaire and Delivery MCPs to follow; access is by invite
Integrations
- Intuit ProConnect Tax
- Intuit Lacerte
- Drake Tax
- UltraTax CS
Grove's pricing page says it works with ProConnect, Lacerte, UltraTax CS and Drake. AI Prep sends returns directly to ProConnect and exports to Lacerte and Drake; UltraTax CS and CCH are marked Coming soon for AI Prep (November 2, 2026).
Pricing
Pricing not published as a price list: the platform is billed per return with no commitment, or as one flat price for unlimited clients and returns billed annually or monthly, quoted on a pricing call; the AI Prep add-on is priced per prepared return (pre-purchase and save 10%) (from the vendor's public pages, last checked November 2, 2026; confirm with the vendor)
- Category
- Income Tax
- Website
- grove.tax/
Frequently asked questions
What is Grove?
Grove is an AI tax workflow platform for professional tax preparers. It combines a client portal, an adaptive AI organizer, document collection, workpapers, an AI Prep add-on that drafts the return, 8879 e-signature and client payments, while returns still file from the firm's own tax software.
Who is Grove for?
Grove is for tax and accounting firms preparing individual (1040) returns, especially firms on ProConnect, Lacerte, Drake or UltraTax CS. Grove was founded by Uday Nandam, who led product for Lacerte and ProConnect Tax at Intuit and was Head of Product for UltraTax CS at Thomson Reuters.
What does Grove integrate with?
Grove lists integrations with Intuit ProConnect Tax, Intuit Lacerte, Drake Tax, UltraTax CS, according to its website.
How much does Grove cost?
Grove does not have a price we could confirm on a public page. See the vendor's site for current pricing.
Sources
- https://grove.tax/
- https://grove.tax/pricing.html
- https://grove.tax/ai-prep.html
- https://grove.tax/proconnect/
- https://grove.tax/mcp/
- https://grove.tax/about.html
Last checked: 2026-11-02