Eliminate no-shows with these text reminder templates for your accounting firm
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!
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.
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)
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)
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)
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)
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)
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)
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. 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!
Great product. It solves our problem having to call all of our customers the day before to remind them of their appointments. Saves us a lot of time. Also the customer support is great and very accommodating when we ran short of some reminders. This software is very easy and simple to use. Very easy to show your staffs on how to input the reminders and having both options to either text or email the customer automatically. It’s perfect for what we need to use it for.
I researched quite a few reminder programs and chose GoReminders because it gave me the ability to have data and messages stored for repeat use. I like being able to have several messages saved as we need to remind volunteers of different roles that they have within our organization. We frequently schedule ahead of time and then send the schedules to the volunteers who don’t always put the events on their personal calendars. Now I have a way to gently remind them as the date they are needed gets closer.
We purchased GoReminders in order to have the ability to contact our clients for reminders of appointments. We have seen a decrease in missed appointments. In today's world most clients use their cell phones for scheduling. This program allows us to notify and remind without having to use employee hours to personally phone them. The system is easy to use and is constantly upgrading to make the process more streamlined. Iwouldrecommendthisprogramforanybusinesthatusesappointments.