Published on 11-02-2021

SMS & text templates for CPAs, tax professionals, bookkeepers

Sample SMS and text templates for tax professionals, CPAs, bookkeepers

Schedule and send clients messages for your bookkeeping, CPA and tax services business with SMS and text templates.

Grow your business by increasing client attendance with personalized reminders and messages. The appointment reminder app helps you schedule the right messages with the templates for your business.

1. Tax business and CPA confirmation text & SMS templates

Hi [TAX-CLIENT], you’ve booked an appointment on [DATE] [TIME]. Reply YES to confirm or call [PHONE-NUMBER] for help. [TAX-CONSULTANT].

Hello [BUSINESS-PERSON], confirm your appointment at [CPA-BUSINESS] on [DATE] [TIME] by replying YES. Call [PHONE-NUMBER] for help. [CPA-PROFESSIONAL].

Hey [CLIENT-NAME]! Reply YES to confirm your [DATE] [TIME] appointment. Call [PHONE-NUMBER] for help. [BOOKKEEPER-NAME].

2. SMS reminder text templates for bookkeeping and tax services

Hello [TAX-CLIENT], remember your [DATE] [TIME] appointment is coming up in three days. For help call [PHONE-NUMBER]. [PROFESSIONAL-NAME], [TAX-BUSINESS].

Hi [CLIENT-NAME], your tax session booked at [TAX-BUSINESS] on [DATE] [TIME] is in 24 Hrs. Help line [PHONE-NUMBER]. [YOUR-NAME].

Hey [BOOKKEEPING-CLIENT]! It’s three hours to your appointment booked on [DATE] [TIME] with [BOOKKEEPING-BUSINESS]. Reply to this message or call [PHONE-NUMBER] for help. See you there. [YOUR-NAME].

3. Bookkeeping & tax businesses cancellation & rescheduling text & SMS samples

Hey [CLIENT-NAME], you’ve cancelled your appointment with [TAX-BUSINESS]. Schedule again at [LINK]. [TAX-PROFESSIONAL].

[TAX-CLIENT], you’ve successfully cancelled the appointment you booked on [DATE] [TIME]. Book at [LINK] whenever you’re ready. [BOOKKEEPER-NAME].

Hi [CLIENT-NAME] you’ve rescheduled your bookkeeping appointment to [DATE] [TIME]. Reply to this message or call [TEL] for help. [YOUR-NAME].

4. Notify clients to share essential documents SMS & text templates

Hello [CLIENT-NAME], come with [REQUIREMENT-A] and [REQUIREMENT-B] for your tax appointment on [DATE] [TIME]. Call [TEL] or reply to this message for help. [NAME], [TAX-BUSINESS].

Hi [CUSTOMER-NAME], please carry with you [DOCUMENT-A] and [DOCUMENT-B] for you book keeping consultation at [BOOKKEEPER-BUSINESS]. Call [TEL NO.] or reply to this message for assistance. [YOUR-NAME].

5. Send tax business and booking offers with SMS and text templates

Hi [CLIENT-NAME]! Book your business tax session before [DATE] and get 20% regular charges. 5 chances remaining. Book at [LINK]. Reply to this message or call [TEL NO] for help. [TAX-CONSULTANT].

30% off for you [CLIENT-NAME] for your weekly book keeping consultancy when you book us for the next one month. Book at [LINK]. Call [PHONE-NUMBER] or reply to this message for help. [YOUR-NAME], [TAX-BUSINESS].

6. Follow-up text message templates for tax and CPA business services

Hi [CLIENT-NAME], it’s [CPA-EXPERT] checking to ensure everything went on well with you tax files. Reply to this message or call [PHONE-NUMBER] for help.

Hello [CLIENT-NAME]. Let me know if you need any help with the last week’s bookkeeping service. Reply to this message or call [TEL NO]. [YOUR-NAME], [BUSINESS-NAME].

7. SMS and text templates to share virtual meeting link

Hi [BUSINESS-OWNER], attend your upcoming appointment on [DATE] [TIME] via Zoom link [INSERT-LINK]. Reply to this message or call [PHONE-NO.] for support. [TAX-CONSULTANCY].

Hello [CLIENT-NAME]. Access your virtual appointment schedule with [CPA-PROFESSIONAL] via Zoom link [INSERT-LINK]. Call [PHONE-NO.] or reply to this message for help.

8. Tax professionals review request text and SMS samples

Thank you [CLIENT-NAME] for letting us prepare your tax returns. Please drop us a Google review at [INSERT-LINK] to help us reach out and assist more business owners. [YOUR-NAME], {TAX-BUSINESS].

Hey [CLIENT-NAME], it’s [BOOKKEEPER] at [BUSINESS-NAME]. It was great serving you anytime you need help, let me know. Please share a review on my business page on Google at [INSERT-LINK].

9. Text and SMS message templates to fill last-minute appointment cancellations

Hey [CLIENT-NAME], an appointment just came up on [DATE] [TIME]. If you’re available, book at [LINK] by [TIME] today or reply to this message I book for you. [CUSTOMER-SERVICE] at [TAX-BUSINESS-NAME].

Hi [CLIENT-NAME], there’s an appointment opening later today at [TIME]. If you’re available, book at [LINK] or call [PHONE-NUMBER] for booking help. [YOUR-NAME], [TAX-BUSINESS].

10. Payment reminder text templates

Hi [CLIENT-NAME], please clear your 30-day overdue bill for your business tax consultation offer on [DATE] [TIME] appointment by [DATE]. Reply to this message or call [PHONE-NUMBER] for help. [TAX-CONSULTANT], [BUSINESS-NAME].

Hello [BOOKKEEPING-CLIENT], its [BOOKKEEPER-NAME] at [BUSINESS-NAME] reminding you clear pending payments for services offered on [DATE]. Call [TEL-NO.] or reply to this message for help.