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ADVISOR HUB

Downloads              Dates              Links

Everything you need to guide your clients through Vivify's tax season - all in one place.

Free Downloadable PDFs

Preview of Vivify's Who We Serve guide for financial advisors
Download

Who We Serve

Outlines who Vivify is best suited to serve - including supported income types and the key traits of clients who thrive in our process.

Preview of Vivify's 6-step tax preparation process
Download

Our Process

A step-by-step overview of how Vivify guides clients from intake to e-filing - all with a secure, virtual, and video-supported experience.

Preview of Vivify's pricing sheet, starting at $400
Download

Pricing

An at-a-glance breakdown of Vivify’s starting rates, what’s included, and optional services like Vivify's Tax Scorecard and tax planning.

Preview of Vivify's tax season add-ons sheet
Download

Our Add-Ons

Outlines elective services your clients can add during tax season to complement their tax preparation.

Dates

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.

Ready to Partner with Vivify?

Subscribe to our free advisor partnership list to be the first to know about updates, offerings, and news at Vivify. Your first email will also include the option to schedule an introduction meeting.

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