Automate Discovery Calls and Tax Consultations.
Capture more leads, respond instantly, automate follow-up, and book more appointments with your AI Employee.
Get Your Free Accounting Firms AuditAbsolutely.
What service are you interested in?
We specialize in business taxes. Let's schedule a discovery call.
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.
Dominate Local Search & Get More 5-Star 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
Incredible service! The team was so professional and quick. Highly recommend!
They made everything so easy. Best in the area by far.
Very responsive and great pricing. Will definitely use them again.
Proven Results
See how businesses are transforming their lead generation with Viva Lead.
Challenge
Overwhelmed during tax season, missing new business.
Solution
Automated document request and discovery call booking.
Challenge
No system for following up with past clients for new services.
Solution
Automated reactivation campaigns offering tax planning sessions.
Find Out Exactly Why Your Website Isn't Generating More Clients
Get a Free AI Audit. We'll analyze your current setup and show you how much revenue you're leaving on the table. Identify missed opportunities, and discover how our AI Employee can help you grow.
- Website conversion analysis
- Lead follow-up gap identification
- Custom AI implementation roadmap
Get Your Marketing Report In Seconds
Frequently Asked Questions
Common questions about how our AI Employee helps accounting firms grow.