The platform
One platform. Five systems. Built and run for you.
Everything a tax, accounting or law firm needs to get found, answer every call, win every client, know what's next, and reach your whole list - working as one and white-labeled to your firm. You stay on the work only you can do; we build it, run it, and keep it improving. Staff-only, and it never needs your clients' tax or financial records.
What's inside
Five systems that run as one
Each one stands on its own. Together they're a growth engine we build, run and keep improving - all on a single login, with nothing for you to wire together.
Pillar 01
Get found - by people and AI
Be a firm people find when they search - and a source answer engines can cite when prospects ask an AI for a tax pro near them. This is Rival Cadence at work - Scan, Compose, Release and Tune, our managed monthly cycle - and we track your visibility honestly on your plan's schedule, reported, not guaranteed.
- An AI-Visibility score with per-question share of voice, tracked over time
- A done-for-you website and content on your own domain
- Google reviews with AI-drafted replies that you approve before they're posted
- Your local market, mapped by Rival Radar
The result: Prospects find you first - in search results and in the AI answers that increasingly replace them.
Pillar 02
Never miss a lead
An AI front desk that answers, qualifies, and books around the clock - so no opportunity slips to the next firm. Every call, chat, text and form lands in one place.
- A 24/7 AI receptionist that books consults and flags callbacks
- AI web chat that answers from your knowledge and captures leads
- Lead forms that become contacts automatically
- One Inbox for calls, texts, replies and new leads
The result: Every caller becomes a booked consult - not a voicemail that calls your competitor next.
Caller: “I got a CP2000 notice - I owe $18k and I'm panicking.”
Agent: “I can help. Let's get you on with an enrolled agent this week.”
Pillar 03
Follow up and win
Turn inquiries into signed clients with a pipeline built for professional intake and follow-up that never forgets - with a person approving before anything sends.
- A visual pipeline with automatic lead-source attribution
- AI follow-up drafts you approve before they go out
- Branded email campaigns with A/B subject tests and open/click results
- Scheduling with automatic appointment reminders
The result: More of the inquiries you already have turn into signed, paying clients.
Pillar 04
Know what's next
A morning snapshot and an AI analyst that tells you what to do next - from your own statuses and metrics, not your clients' records. The whole firm on one screen.
- A Command Center with an Action Queue and an optional Morning Brief
- Ask Rival Intelligence - answers from your pipeline, calls and visibility
- Lead flow, appointments, campaigns and reviews in one view
- Connectors to the practice software you already use (status only)
The result: You always know the one thing to do next - in the 30 seconds it takes to read your morning brief.
Hi Dana - following up on your call. We can stop the collection clock and map your options this week. Do Thursday or Friday work?
Pillar 05
Reach and scale
When you're ready to grow, reach your whole list at once - newsletters, re-engagement, announcements - and have every reply land back in your Inbox beside your calls and leads. High-volume sending and deliverability are handled for you, so your message reaches the inbox, not the spam folder.
- High-volume email sending built in - your whole audience in one campaign
- Every reply routed back to one Inbox, next to your calls and new leads
- Deliverability handled: authenticated domains, drip-pacing, suppression lists
- Segment by pipeline stage, source or tags; schedule, pause and measure results
The result: Your whole audience hears from you on command - and every reply comes back to one place.
Works alongside the practice software you already use. See how we keep it secure, fast and stable.
See how visible your firm is to AI - free.
Run the sweep, get your score, then start building the client-getting engine your firm deserves.