Partner with Vivify

Trust us to handle the tax returns while you focus on the financial plan.

Why Vivify?

We obtain consent to communicate with you during the onboarding process, allowing us to provide seamless service from day one.

We share the completed tax returns, ensuring you have all the necessary insights to plan for your clients' financial future.

Our fully virtual platform allows us to serve clients across the nation, providing them with a secure, stress-free tax experience.

Your clients are in good hands. Our clients love that we are on a team with you so they don't need to play the middle person.

How we partner for your clients' success

Subscribe to our free advisor partnership list. Your first email will include the option to schedule an introduction meeting.