OUR PROCESS
At Vivify, we simplify tax preparation with a human-centered approach. We prioritize efficiency, transparency, and making sure you understand the process.
1. Intake
Complete our brief intake and open your secure portal. Upload last year’s return so we can confirm fit and provide a quote.
4. Video Review
Get a personalized video walkthrough of your return - clear, on your time, no live meeting required.
2. Upload Docs
Use our guided organizer to upload this year’s tax documents. If anything’s missing, we’ll message you directly in your secure portal.
5. E-Sign
Approve your return with a secure signature right in the portal.
3. Prepare Taxes
We handle the prep while you live your life. Every return goes through rigorous CPA review before it’s sent your way.
6. File Taxes
We e-file your federal and state returns and let you know when they're accepted.
More questions? Check out our FAQs.
Contact Us
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