Verified Partner Program
Collaborate with community.
We’re happy to team up with community partners to help their clients complete their taxes. If you work with clients who are eligible for our CVITP tax program but would benefit from having someone they know and trust help them through the process, then you or your organization might be a good fit for our Verified Partner Program.
As a Community Financial Verified Partner, you can help your client to fill out our Verified Partner Drop-Off form, confirm and vouch for their identity, assist them with collecting any information they may be needing, and depending on the situation, communicate with Community Financial and the tax preparers on their behalf regarding the client’s financial circumstances.
Who is This Program For?
Examples of partner organizations include hospitals, shelters, local non-profits, correctional facilities, and resource centres. The individuals who are verified with us are often social workers, and direct-to-client service delivery staff—folks who work in close contact with clients who could benefit from our tax preparation services. We require our Verified Partners to be staff and not volunteers of the partner organization.
Already Verified? Click HERE to access e-Courier and Drop Off Forms
How do I Become a Verified Partner?
Fill out this form to request verification for our Verified Partner Program. We’ll follow up with you as quickly as we can with any relevant questions, and if approved, a statement for you to sign as well as training on how to correctly complete and submit forms.
Let’s Talk
Find out more about how we can support your organization with financial literacy.