You can export your data from your Vivid account and choose how to share with the tax advisor. Vivid does not send any of your data to the tax advisor. We’ll provide you with best‑practice steps in the onboarding email.
When will advisors be able to view my Vivid data directly?
Vivid is currently working on allowing secure access for advisors so, with your permission, they are able to view your data stored within your Vivid account. We will let you know once this feature is live and how the data will be made available to the advisors.