Become a

Visor Partner

Learn all the ways Visor can partner to help users, clients, and employees.

Ways We Partner

Corporate Partnerships

We're guessing taxes might impact your users. Let's discuss how we can integrate or share resources.

Tax & Financial Advisors

Whether a financial or tax advisor, hand over clients' personal tax filings to us. We're a great complement. 

Employee Benefit

Employees are stressed out during tax season. Let us help them (and your HR team in the process).

Corporate Partnerships That Drive Mutual Value

Explore some of the ways that we're already helping our partners' customers.

Want to connect? Reach us at

Let Visor Supplement Your Advisory Practice

  • A trusted tax service for your clients
  • Discounted rates for your clients
  • A co-branded signup page 
  • Stay focused on your core business
  • Earn an affiliate fee on all referrals
  • Clients receive discounted access

Interested? Find more info for financial planners and tax professionals / bookkeepers.

Deliver tailored tax advice to your employees

3 Easy Steps to Administer

1) We tailor our content to your benefits

2) CPA delivers onsite seminar or webinar

3) 1-on-1 consultations following the seminar

Contact us to learn more!

Our partnerships team will get back to you as soon as possible.