InfiVoiceFeaturesPricingBlog

Accounting firm phone script template (copy and paste)

InfiVoice ยท 2026-11-14

A caller with a tax question rarely leaves a voicemail. They call the next firm on the list. A written phone script gives every caller the same professional start and captures what your team needs to follow up. Copy the one below, change the bracketed parts, and use it with a person or an AI voice agent.

Before you copy it

Decide a few things first. Which services you offer, whether you take new clients, who handles each type of work, how consultations are scheduled, and who calls people back.

Keep one rule at the top. Never give tax, legal or financial advice on the phone, and never quote a fee unless it is on your own price list. Say who will follow up instead.

1. Greeting

> "Thank you for calling [Firm Name], this is [Name]. How can I help you today?"

After hours, say so and stay useful.

> "Thank you for calling [Firm Name]. Our office is closed right now and opens again [Day] at [Time]. Tell me what you need and I will make sure the right person gets back to you."

2. Understand the request

> "What can we help you with, bookkeeping, taxes, payroll or something else?"

> "Is this for a business or for yourself?"

> "Are you already a client of ours?"

Write down the caller's own words. A new client and an existing client go to different people.

3. Qualify the request

> "What is the name of the business, and what does it do?"

> "Is there a deadline or a notice from a tax agency that you are working against?"

> "Have you worked with an accountant before, or is this your first time?"

> "What is the best way and time to reach you?"

Only route by what you actually offer. If the request is outside your services, say so kindly.

> "That is outside what we do. I would rather tell you now than waste your time."

4. Deadlines and urgent calls

> "Thank you for telling me. I will mark this as urgent and have [Name] call you [today, or the time your team can promise]."

Record the date on the notice and who sent it. Do not interpret the notice or advise on what to do.

> "I cannot advise on that over the phone, but [Name] can go through it with you."

5. Fee questions

> "Our fees depend on [your method, from your own price list]. I can take your details so [Name] gives you an exact quote."

Never invent a fee or a turnaround time. If it is not on your list, say who will confirm.

> "I do not want to guess on that. I will have [Name] confirm it for you."

6. Book the consultation

> "I can offer [Day, Time] or [Day, Time]. Which works better?"

> "Can I have your name, the best number to reach you and your email?"

> "Would you like to meet in person, by phone or by video?"

Repeat the name, the day and time, the format and the callback number.

7. Goodbye

> "Thank you, [Name]. I have you down for [Day] at [Time]. If anything changes, call us at [number]. We look forward to speaking with you."

Run this script as an AI voice agent with InfiVoice

You can turn this script into a voice agent that answers while your team is in meetings, on a call or after hours.

Start with the call flow. Paste the greeting, then add the questions in order: type of help, business or personal, existing or new client, deadline or notice, name, phone and email. Set urgent notices, advice requests and anything you are unsure about as a branch that sends a message to your team and promises a callback.

Then add a knowledge base with your services, hours, how new clients start and your policies. InfiVoice answers from that content instead of guessing. Connect your calendar so consultations land in the right slot.

Finally, test by calling it. Try a new client, an existing client, someone with a tax notice and someone asking for a fee. Fix the flow, then go live.

InfiVoice bills in credits and one credit equals 60 seconds of call time. The Free plan includes 100 credits, enough to build and test the script. Pro costs $79 per month with 250 credits.

Frequently asked questions

What should a receptionist ask when someone calls an accounting firm?

The type of help needed, whether it is for a business or personal, whether they are an existing client, any deadline or notice, and their name, phone and email. Then confirm the details out loud.

How should the team handle urgent or advice questions?

Do not give advice on the phone. Note the details, mark the call urgent and promise a callback from someone who can answer.

Can an AI voice agent handle a call to an accounting firm?

It can ask the questions above, answer from your services and policies, and book a consultation on your calendar. Decide in advance who handles special cases.

Can I try this without paying?

Yes. The Free plan includes 100 credits.

Related

Start free