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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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
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.
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.
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.
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.
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.
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].
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.
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.
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Open the generatorFrequently asked questions
Should the greeting change during tax season?
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.
Should I mention the client portal?
Yes. Many tax-season questions are document-related — point callers to the portal first, voicemail second.
Can I give tax advice via voicemail?
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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