PARTNER WITH US
Trust us to handle the tax returns while you focus on the financial plan.
Why Vivify?
Tailored for Advisors
We obtain consent to communicate with you during the onboarding process, allowing us to provide seamless service from day one.
Proactive Collaboration
We share the completed tax returns, ensuring you have all the necessary insights to plan for your clients' financial future.
Nationwide Services
Our fully virtual platform allows us to serve clients across the nation, providing them with a secure, stress-free tax experience.
Exceptional 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.
Process Overview
How we partner for your clients' success
Frequently Asked Questions
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.