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Company profile · 2 min read

Grove: tax-return collection and delivery workflows for firms

Grove describes AI tax workflow automation for collecting source documents, preparing returns, reviewing work and delivering returns.

Published · Updated

Grove gives tax firms a return-level workflow for document collection, workpapers, review and delivery.

What it does

The company homepage shows return-level checklists, document status, OCR and workpaper links. The public pricing page says the platform is free through an October 15 extension deadline (the year is not stated on the page), then the first 25 returns each season are free before per-return pricing is tailored.

Buyer and task

Tax firms that need a shared workflow for document requests, organizers, workpapers and review.

Workflow boundaries

Pricing is seasonal and dated; no accuracy or security result is claimed.

What I would ask

Ask how review states map to the firm’s existing tax process, what happens to missing documents, and how per-return pricing is calculated after the free threshold.

Why it fits

Grove is aimed at the operational middle of a tax return: request documents, organize them, connect them to workpapers, review what is missing and deliver the result. The homepage shows return-level checklists, document statuses, OCR, categorization and review states. The pricing page makes the access model explicit for the observed season: the full product is free through an October 15 extension deadline (year unspecified on the page), the first 25 returns are free each season after that and later returns use per-return pricing tailored to the firm.

That is a concrete fit for a tax practice that loses time to client follow-up and document sorting. Collect and Deliver are described as live; Prepare & Review is described as on the way. The distinction matters when a buyer is deciding whether Grove replaces a part of the workflow or the firm’s existing preparation and review system. The checked public pages do not establish OCR accuracy, tax correctness or security performance.

The first evaluation should use a real but controlled return with missing and duplicate documents. Verify the status model, the workpaper links, the reviewer’s correction path and the final delivery handoff. Treat the pricing as seasonal page copy checked September 20, 2026; it is not a permanent free-plan promise.

Quick facts

Field Sourced detail
Buyer Tax firms and preparers
Live workflow named AI document collection and client-ready delivery
Review surface Checklists, document status, OCR and linked workpapers
Public price Free through an October 15 extension season (year unspecified); first 25 returns free each season after

Sources checked

official Speedrun profile · company homepage · source page

Sources checked — September 20, 2026.

About the author

I cofound Lazyweb and publish Mudpie. This is an owner-written publication, not an independent testing organization. Research notes distinguish observations, sourced reporting and editorial judgment.

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