Advisor Feedback

We’re Always Evolving - With Your Help
At Vivify, one of our core values is Always Evolving. Feedback fuels us - we stay teachable and improve on purpose. Your perspective helps us make the experience better for both you and your clients. This short form takes less than two minutes, and your honesty means a lot to us. Thank you for being a part of our growth.
Name (Optional)

First NameLast Name
How satisfied are you with your Vivify experience?
What kind of feedback did you hear from your clients about working with us?
Example: “They felt taken care of,” “It was a bit confusing at first,” etc.
What’s one thing we could do to make your life easier next tax season?
What part of our process did you appreciate most?
Example: Communication, clear instructions, client videos, etc.
Anything else you'd like to share with us?
Example: Additional service lines or process recommendations.
💌 Thanks so much — we appreciate you!
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We’re Always Evolving - With Your Help