Remind every tax client about documents and deadlines with a voicemail in your own voice
Tax preparers and small CPA firms use VoiceDrop to message their own clients: the January documents checklist, a booking nudge before the rush, missing-document reminders and every deadline. Each one comes in the voice of the person who prepares their return.
A sample documents reminder, as the client sees it.
Marketing for tax preparers works best when it starts with the clients you already have.
Every message goes to a client who already works with your office and gave you their number, never to a cold list.
- Send the documents checklist to every client in the first week of January
- Offer appointments before the February and March rush fills your calendar
- Nudge clients with missing documents so returns stop stalling
- Remind clients about estimated tax payments on Jan 15, Apr 15, Jun 15 and Sep 15
- Announce the Oct 15 extension deadline to clients who filed an extension
- Tell clients their return is ready to sign, so it gets filed sooner
Here are six voicemails a tax office can send to its own clients.
Every name and business here is invented. Each message carries the client's first name, the firm's name and one reason to call back.
Send the documents checklist in January.
“Hi Dan, it's Beth at Maple Street Tax Co. Your documents checklist is ready for this year. Call me back with questions and we'll get you on the calendar.”
Offer appointments before the rush.
“Hi Priya, it's Beth at Maple Street Tax Co. Appointment times are filling up this season. Call me back and I'll hold a time that works for you.”
Ask for the document that is still missing.
“Hi Sam, it's Beth at Maple Street Tax Co. We're waiting on one more document before we can finish up. Call me back and I'll tell you which one.”
Remind clients before an estimated payment date.
“Hi Marcus, it's Beth at Maple Street Tax Co. Your next quarterly estimated tax payment is coming up on the 15th. Call me back if you'd like to go over it.”
Announce the extension deadline in October.
“Hi Linda, it's Beth at Maple Street Tax Co. Your extension runs out on October 15th. Call me back so we can finish your return in time.”
Tell clients their return is ready to sign.
“Hi Rosa, it's Beth at Maple Street Tax Co. Your return is ready for your signature. Call me back and we'll find a time to go over it.”
Here is a year of tax season reminders, built around the usual US dates.
| When it goes out | What the voicemail reminds clients of | Who gets it |
|---|---|---|
| Early January | Your documents checklist is ready | Every client |
| Jan 15 | A quarterly estimated tax payment is due | Clients who pay estimates |
| February | Book your appointment before the rush | Clients with no appointment yet |
| March | One document is still missing | Clients with an open file |
| Apr 15 | Filing day and an estimated tax payment | Clients who have not filed yet |
| Jun 15 | A quarterly estimated tax payment is due | Clients who pay estimates |
| Sep 15 | A quarterly estimated tax payment is due | Clients who pay estimates |
| Oct 15 | The extension deadline is here | Clients who filed an extension |
| December | Book your spot for next tax season | Every client |
VoiceDrop gives a tax office the tools a reminder campaign needs.
AI Voice Cloning
Clone your voice from a 60-second sample and send warm, human-sounding voicemails at scale - never robotic text-to-speech.
Personalization at Scale
Merge first names, balances, addresses, rates, or any CSV/CRM field into every drop so each message feels one-to-one.
Smart Scheduling
Schedule drops for the perfect local time window and let Multi-Attempt Delivery™ retry until messages land.
AI Inbound Agent
Answer callbacks 24/7, qualify interest, and save each caller's best time to talk - included, not an add-on.
Two-Way SMS
Pair voicemails with follow-up texts so prospects can reply, confirm, or book the moment they're ready.
Compliance Tools Built In
DNC list scrubbing, opt-out handling, and spam-report checks help you stay TCPA-aligned on every campaign.
A tax office can go from client list to scheduled reminders in three steps.
No call blitz in February and no temp staff on the phones. Record once, upload the list and schedule each date.
- 1Step 1
Clone the voice your clients already know.
Record a 60-second sample from the preparer or the firm's owner. Every reminder sounds like a call from your office, never like robotic text-to-speech.
- 2Step 2
Upload your client list and add each first name.
Export clients from your practice software as a CSV and merge each client's first name into the message. Leave amounts and return details out of the script. DNC scrubbing runs before anything sends.
- 3Step 3
Schedule each date and let callbacks come in.
Pick the day and hour for every deadline, and Multi-Attempt Delivery™ retries until the message lands. Clients who call back after hours reach the AI Inbound Agent, which saves the best time for your office to call back.
Each deadline reminder goes out on its own date.
Tax season runs from January to April 15, and the other deadlines come around every year. Build each campaign once, schedule it, and reuse it next year with the dates changed.
- Estimated tax payment reminders for Jan 15, Apr 15, Jun 15 and Sep 15
- An Oct 15 extension reminder for clients who filed an extension
- Pick the local hour each message goes out, with automatic retries until it lands
A friendly voicemail gets the missing documents moving.
A return stalls when one form is missing. A voicemail in your preparer's voice asks the client to call back, and the ones who are ready call you.
- Upload only the clients whose files are still open
- Keep the message general: it asks for a call, not for details
- Two-way SMS follows up so clients can reply when it suits them
Clients who hear from you every year come back every year.
A client who forgets to book can end up at another office. A voicemail when the return is ready to sign, and another in December inviting every client back, keeps your office the first call next season.
- Tell clients the moment their return is ready to sign
- Callbacks reach the AI Inbound Agent, which saves the best time to call back
- Campaign analytics show deliveries and callbacks for each message
Here is what a client reminder campaign looks like inside VoiceDrop.
Type II certified infrastructure
In free credits on every new account
Languages supported for voice cloning
Tax preparer marketing stays personal when every message goes to your own clients.
CPA marketing for a small firm usually means a newsletter nobody opens. A ringless voicemail lands in the client's voicemail box without ringing the phone, plays in a voice they know from your office, and gets heard on their own time. The clients who are ready call back. New to the channel? Read how ringless voicemails work.
Run your export through the phone number validator before each campaign so credits go only to working lines. DNC scrubbing and opt-out handling help you stay TCPA-aligned when you message clients who gave you their number, and two-way SMS lets them reply in a line.
Here are answers to 6 questions tax preparers ask.
Can a tax preparer send ringless voicemails to clients?
Yes, to clients who already work with the office and gave you their number. VoiceDrop includes DNC scrubbing, opt-out handling and spam-report checks to help you stay TCPA-aligned. Rules vary by state, so have your legal counsel review your scripts and consent practices.What should a tax preparer's voicemail say?
Keep it short: the client's first name, your firm's name, one reason for the call and a number to call back. Leave refund amounts, balances and anything from the return out of the recording.Is ringless voicemail good accounting firm marketing?
It works best for reaching people who already know your firm: tax season reminders, deadline alerts and an invitation back for next season. VoiceDrop is built for messages to people who gave you their number.Can I schedule the quarterly estimated tax reminders ahead of time?
Yes. Build one campaign for each date, upload the client list and schedule it. Zapier and Make can also fire a drop from your practice software when a file changes.What happens when a client calls back after hours?
The included AI Inbound Agent answers 24/7, answers common questions about hours and booking, and saves the best time for your office to call back.Does it work with the software my office already uses?
Yes. Any system that exports a CSV works: upload the file, map the name and phone columns and you're ready to send.
Get your clients ready for tax season with a voicemail from your office.
Start with $20 in free credits - about 200 messages. No contracts.