ADVISOR HUB
Everything you need to guide your clients through Vivify's tax season - all in one place.
Free Downloadable PDFs
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Key Dates
January 15
We launch our guided tax organizer.
February
Intake closes once we reach capacity.
March 15
Priority deadline: Submit documents by this date to avoid late-season surcharges.
April 1
Final document deadline. Submissions after this date may not be processed on time.
April 15
Last day to file. It is not our standard practice to extend returns.
April 15 - May 15
Vivify enters rest and recovery mode! No tax work is performed during this time.
May
We regroup, evaluate, and plan for the next tax season.
June
We reopen for off-season projects, consulting, and planning.
June - Year End
Clients secure their spot for the upcoming tax season until we reach capacity.
Important Links
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