Voicemail Greetings for Accountants & CPAs

Accounting firms need voicemail greetings that survive tax-season volume, point callers to the client portal first, and set honest expectations about callback times.

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Tax season greeting

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Thank you for calling Harrowgate Accounting. We're currently handling a high volume of calls during tax season. For the fastest response, please send your query through our client portal. Otherwise leave a message and we'll return your call within two working days.

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What to keep in mind for this industry

Tax-season mode
From January through April, call volume can be 3× higher. Update the greeting to mention the longer response window — and switch back in May.

Client portal first
Most document and status questions are faster on the portal. The voicemail should explicitly redirect there.

No tax advice via voicemail
A short disclaimer protects both sides and avoids creating expectations that can't be met by phone alone.

Deadline awareness
Around Apr 15, Sep 15 and Oct 15, callers are anxious. A calm, reassuring tone goes a long way.

Voicemail script examples for voicemail greetings for accountants & cpas

Standard year-round

Thank you for calling [Firm Name]. We can't take your call right now. Please leave your name, number and a brief description of how we can help, and a member of our team will return your call within one business day.

Tax season — standard

Thank you for calling [Firm Name]. We're experiencing higher-than-usual call volume during tax season. For the fastest response, please email [email] with your name and a short description of your question. Otherwise, leave a message and we'll return your call within two business days.

Tax season — portal nudge

Thanks for calling [Firm Name]. During tax season, the fastest way to share documents or check status is your client portal at [URL]. For questions that need a callback, leave a message with your name, number and the topic, and we'll respond within two business days.

Solo CPA — friendly

Hi, this is [Name], CPA. I'm with another client. Leave your name, number and a quick note about your question, and I'll get back to you within one business day. During tax season, please allow up to two business days.

After hours

You've reached [Firm Name]. Our office is closed and will reopen at 9 a.m. tomorrow. For document submissions and status checks, please use your client portal at [URL]. Otherwise, leave a message and we'll be in touch first thing in the morning.

Holiday closure

Thank you for calling [Firm Name]. Our offices are closed for the holidays from [start date] through [end date]. We'll respond to all messages on [reopen date]. For document submissions during this time, please use your client portal at [URL].

Bookkeeping focus

You've reached [Firm Name] bookkeeping. For routine questions about transactions, balances or reconciliations, please email [email] — our team checks it throughout the day. For payroll or tax matters, leave a message and we'll route it to the right specialist.

New client intake

Thank you for calling [Firm Name]. For new client inquiries, please leave your name, number and a brief description of your business and the services you're looking for. A member of our team will return your call within one business day to schedule a consultation.

Other industries

Law firms

Confidentiality-first, professional tone.

Medical offices

Privacy-conscious wording, emergency routing.

Real estate

Buyer / seller / rental routing.

Small business

Solo, team and seasonal scripts.

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Frequently asked questions

Yes. From January through April, expect higher call volume and a lower callback expectation. A "we will respond within two business days during tax season" greeting sets honest expectations.

Yes. Many tax-season questions are document-related — point callers to the portal first, voicemail second.

No. The greeting should make that clear: "Please do not consider any voicemail or return call as tax advice until we have engaged in formal representation."

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