Automate Discovery Calls and Tax Consultations.
Stop drowning in administrative tasks during tax season. Let your AI Employee handle the influx of inquiries, automate document requests, and book discovery calls so you can focus on the numbers.
What we solve for your business:
Trusted by top Accounting Firms
Join businesses automating their growth.
Absolutely.
What service are you interested in?
We specialize in business taxes. Let's schedule a discovery call.
AI Tax Season Lead Automation for Accounting Firms
Handle hundreds of simultaneous tax-season inquiries without adding staff. Viva Lead's AI Employee answers FAQs instantly, securely requests documents, follows up automatically, and books discovery calls — so your accountants focus on the numbers, not the phone.
A powerhouse of productivity.
A complete system designed to replace multiple tools and handle your entire client acquisition process on autopilot.
AI Conversations
Human-like text and chat interactions. Your AI employee understands context, answers questions, and guides prospects to the next step.
Instant Lead Response
Never make a lead wait. Engage within seconds, 24/7.
Missed Call Text Back
Turn missed calls into booked appointments automatically.
Appointment Booking
Seamless calendar integration. Your AI checks your availability, handles timezone math, and books the meeting without lifting a finger.
Follow-Up
Persistent, polite follow-ups until they convert. The money is in the follow-up.
Review Requests
Automatically build your online reputation by asking happy clients for reviews.
Pipeline
Visualize and track every lead's journey from first touch to closed deal.
How It Works For Accounting Firms
The exact automated workflow that turns your visitors into booked appointments.
Tax Inquiry
A business owner reaches out regarding tax preparation or accounting services.
Secure Document Request
The AI provides a secure link for them to upload necessary financial documents.
Automated Follow-up
If they don't upload, the AI automatically follows up via email or text.
Discovery Call
Once documents are received, the AI books a discovery call.
Enterprise-Grade Security
Trusted by professionals. Secured by design.
Strengthen Your Local Visibility & Earn More Reviews.
For accounting firms, showing up first on Google Maps is everything. Our AI automatically requests reviews, manages your reputation, and syncs your business info across 70+ directories using Yext.
Automated Review Generation
AI automatically sends SMS and email review requests right after a successful appointment or job completion.
Google Maps Optimization
Climb the local rankings. More 5-star reviews and consistent NAP data means you show up in the top 3 map pack.
Yext Network Integration
Instantly sync your business name, address, and phone number across 70+ premium directories to boost local authority.
Google Business Profile
+142% Profile Views
They saved my business thousands in taxes this year. Incredible team.
Very thorough and they explain everything in plain English.
I've trusted them with my corporate taxes for 5 years. Always perfect.
What businesses can automate with Viva Lead
See the everyday tasks businesses hand off to their AI Employee and CRM.
Challenge
Overwhelmed during tax season, missing new business.
Solution
Automated document request and discovery call booking.
Calculate Your Hidden Revenue for Accounting Firms
See how much revenue you are missing and how much you could save by automating lead capture and follow-ups in the Accounting Firms industry.
Illustrative scenario based on a 40% relative improvement in lead capture and conversion. This is not a forecast or guarantee. Actual results vary by business, traffic quality, offer and implementation.
Estimated Extra Monthly Revenue
Download Your Free Accounting Firms Growth Blueprint
Get our exclusive guide on how top Accounting Firms are using AI to automate bookings and scale revenue. Enter your details to download instantly.
- Proven AI automation strategies
- Step-by-step implementation guide
- Industry-specific automation examples
Frequently Asked Questions
Common questions about how our AI Employee helps accounting firms grow.