SMS Templates for Accounting Firms

SMS is a key channel for accounting firms because it reaches clients and prospects quickly, supports timely replies, and keeps communication practical and conversational. Accounting Firms often use texts for brief check-ins across the lifecycle, from new leads and trial services to follow-ups, document reminders, and renewals. This collection provides ready-to-use SMS templates that help teams keep messages clear, compliant-minded, and consistent in everyday moments.

New Client Inquiries

Accounting firms often receive new client inquiries while staff are in meetings or focused on deadline-driven work. SMS helps because it reaches people quickly and supports short, specific replies. The goal is fast engagement and response so prospects stay interested, book next steps, and provide needed details.

Template 1:

Hi [First Name], thanks for reaching out to [Company Name]. Are you available for a quick call on [Date] at [Time], or would you prefer another time?

Template 2:

Hi [First Name], wanted to follow up on your note to [Company Name]. Can you share what you need help with and the best way to reach you, or book time here: [Scheduling Link]

Appointment Scheduling

Accounting Firms can use SMS when a prospect requests a meeting time during busy workdays. SMS works because it delivers quick, low-effort prompts and captures brief confirmations or reschedule requests. The goal is timely response and follow-through so meetings get set and required details are received.

Template 1:

Hi [First Name], this is [Rep Name] at [Company Name]. Does [Date] at [Time] work to meet, or should I send a few other options?

Template 2:

Hi [First Name], confirming our time for [Date] at [Time] with [Company Name] - can you reply YES to confirm or send a better time?

Document Requests

When clients need to send documents, SMS provides a direct way to prompt for missing files or clarify requirements. This approach supports quick responses, helping accounting firms collect necessary information efficiently and keep workflows moving without unnecessary delays.

Template 1:

Hi [First Name], this is [Rep Name] with [Company Name]. Could you reply with the [Document Name] for [Tax Year] or let me know when you can send it?

Template 2:

Hi [First Name], quick check-in from [Company Name] - we’re still missing [Document Name] to finish [Service Name]. Can you share it here [Link] or reply with your [Next Step]?

Filing Deadline Reminders

As deadlines approach, SMS offers a timely way to remind clients about upcoming filing requirements. This method supports quick acknowledgment or questions, helping accounting firms make sure clients respond promptly and reduce the risk of missed submissions.

Template 1:

Hi [First Name], quick reminder from [Company Name] that your [Service Name] filing is due on [Date]. Can you reply CONFIRM when it’s submitted or send any questions?

Template 2:

Hi [First Name], checking in from [Company Name] as the [Service Name] deadline on [Date] is coming up. Do you want us to review what’s ready, or should I send the upload [Link]?

Status Updates

When project milestones are reached or changes occur, SMS allows accounting firms to deliver concise status updates that clients can review and respond to quickly. This supports ongoing engagement and helps make sure clients stay informed and provide feedback as needed.

Template 1:

Hi [First Name], quick update from [Company Name] - we reached the [Milestone Name] for [Service Name]. Can you reply OK to confirm you saw this, or share any feedback?

Template 2:

Hi [First Name], heads up from [Company Name] - there’s a change to the [Project Name] timeline with the next step on [Date]. Want the updated summary link, or should we keep the current plan?

Payment Reminders

A payment reminder sent by SMS reaches clients directly and is easy to notice, making it more likely they will respond or take action quickly. The marketing goal is to prompt timely payments and reduce outstanding balances through clear, immediate communication.

Template 1:

Hi [First Name], quick reminder from [Company Name] that invoice [Account Type] is due on [Date]. Can you reply PAID or let us know your planned payment date?

Template 2:

Hi [First Name], following up from [Company Name] about the outstanding balance on your account. Would you like a payment link sent here [Link], or should we email it to [Email]?

Engagement Renewals

When it's time to renew ongoing service agreements, SMS offers a direct way to notify clients and confirm their intentions. This approach supports quick responses, helping accounting firms track renewals efficiently and maintain steady engagement throughout the renewal process.

Template 1:

Hi [First Name], this is [Rep Name] from [Company Name] checking in on your [Service Name] renewal for the next term starting [Date]. Would you like to renew as-is, or should we review options on a quick call?

Template 2:

Hi [First Name], your [Plan Name] renewal with [Company Name] is coming up on [Renewal Date]. Can you reply RENEW to continue or HOLD if you want us to pause and send details?

Create and convert pipeline at scale through industry leading SMS software. Book a Demo with TextUs!