Grove Tax
AI Workforce for Tax Firms from ex Airbnb, Intuit team
About
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.
From their website
www.grove.tax ↗Grove Tax offers AI-driven workflow automation for tax firms, automating collection, preparation, and delivery of returns. It emphasizes reducing manual data entry and enabling firms to handle more clients faster.
The product provides a three-stage workflow: collect, prepare, deliver. It includes Prior-Year Brief to read the previous return and flag changes, a Document Checklist that generates client-specific requests, an AI Questionnaire that replaces long PDFs, Smart Workpapers that label and deduplicate forms, Prepare for auto-drafting returns from workpapers, and Walkthrough Delivery for personalized video, branded summary, e-sign and payment in one place. Some components are free (Prior-Year, Document Checklist, AI Questionnaire, Smart Workpapers, Prepare, Delivery) with Deliver priced at $10 per return; there is a summer promo and beta pricing mentioned. The platform emphasizes auto-extraction, auto-categorization, OCR, and an integrated client portal with e-signature and submission features.
Who it’s for: Tax firms and modern firms that handle tax preparation and want to automate intake, data collection, and return preparation.
- AI intake chat
- Automated data entry
- Smart document organization
- Auto-categorization and OCR
- Document collection and checklists
- Adaptive AI questionnaire
- One-place delivery with e-sign and payment
Customers: NEPA Tax Associates, RDG Tax, Hidden Cove Financial, Tejas Star Tax
In-progress beta pricing (MCP Beta Pricing), mentions of summer promo, ongoing sign-up and scheduling demos; multiple named customer logos listed; notable hiring/training indicators not explicit beyond employee mentions in text.
Founders · 2
Early engineer at Indeed, leader at Airbnb and Cloud Kitchens. Building Grove to automate the tax industry
I've spent a decade building tax software from the inside. I co-founded Intuit Link, led Product at IBM Watson, ProConnect and Lacerte at Intuit, and served as Head of Product for UltraTax at Thomson Reuters. Now I'm building Grove to disrupt what I helped create.
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