Say Goodbye to No-Shows with these Text Reminder Templates for Accountants

As an accountant, staying organized and on top of appointments is crucial to the success of your business. One of the ways to do this is by utilizing automated text message reminders. With nearly everyone having a mobile phone, text reminders are a convenient and efficient way to communicate with clients. Here’s how you can use text message appointment reminders to improve your business: Want to send text reminders to your clients? Try GoReminders for free today!

Appointment Reminder Templates

All these templates can be copied and pasted into GoReminders. Anything that looks like {{This}} is a template tag that will get automatically filled with the correct customer and appointment details.

Template 1:

Appointment Confirmation: “Hi {{First Name}}, this is {{Accountant Name}} from [Accounting Firm]. Just a friendly reminder that you have a scheduled appointment with us on {{Date}} at {{Time}}. If you need to reschedule, please let us know. We’re looking forward to helping you with your financial needs!”

(Try this template in GoReminders)

Template 2:

Deadline Reminders: “Hi {{First Name}}, this is {{Accountant Name}} from [Accounting Firm]. This is a friendly reminder that your tax deadline is approaching on {{Date}}. Please let us know if you need any assistance or have any questions.”

(Try this template in GoReminders)

Template 3:

Follow-Up Reminders: “Hi {{First Name}}, this is {{Accountant Name}} from [Accounting Firm]. Just wanted to follow up on our recent meeting and see if you have any updates or questions regarding your finances. Let us know if you’d like to schedule another appointment.”

(Try this template in GoReminders)

Template 4:

Quarterly Review Reminders: “Hi {{First Name}}, this is {{Accountant Name}} from [Accounting Firm]. Just a friendly reminder that it’s time for your quarterly review. Let us know if you’d like to schedule an appointment to go over your financial progress and set new goals.”

(Try this template in GoReminders)

Template 5:

Year-End Review Reminders: “Hi {{First Name}}, this is {{Accountant Name}} from [Accounting Firm]. Just a friendly reminder that it’s time for your year-end review. We’ll go over your financials and see what you can do to minimize your taxes for the next year. Let us know if you’d like to schedule an appointment.”

(Try this template in GoReminders)

Template 6:

Thank You: “Hi {{First Name}}, this is {{Accountant Name}} from [Accounting Firm]. Thank you for your business and for choosing us to handle your finances. If there’s anything else we can do for you, please let us know.”

(Try this template in GoReminders)

Final Thoughts

By sending these text reminders, you can ensure that your clients are informed and prepared for appointments and deadlines, which will lead to a better customer experience. Additionally, you can reduce the risk of missed appointments, freeing up your time and resources to focus on other aspects of your business.

With GoReminders, managing the hectic pace of tax season is simple. Just pause your account once tax season ends and easily reactivate it later—with all your settings, contacts, messages, and past appointments intact and ready for the next busy period. Lastly, you can adjust the volume of reminders according to the season’s demands.

Start using text message appointment reminders today to improve your accounting business! With an automated system like GoReminders, you can save time, reduce no-shows, and ensure that your schedule is filled with paying clients who will show up on time. Try GoReminders for free today!