IVR for CA Firms and Tax Consultants

IVR for CA firms and tax consultants

During ITR and GST deadlines every client calls the partner's mobile. Route GST, income tax, audit and payroll calls to the article or manager who handles them.

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Chartered accountant firmsTax return preparers and consultantsGST practitionersCompany secretaries and compliance firmsAccounting and bookkeeping outsourcers

CA firm IVR menu with GST, income tax, audit and ROC, and accounting options, with income tax returns selected

How can a CA firm use IVR to manage client calls?

A CA firm uses IVR to manage client calls by putting a keypress menu on its office number that separates GST returns, income tax filing, audit and ROC work, accounting and payroll, and new client enquiries. Each option rings the team that handles that work, the partner's mobile stays private, and every call is logged so managers can see who called about what.

Updated 15 Nov 2026

Key facts: IVR for CA firms and tax consultants

Channel: IVR
Best for: Menu by type of work; Client to their relationship manager; Partner line kept private
IVR features: Inbound menu, Call routing, Webhook to CRM
Who it suits: Chartered accountant firms, Tax return preparers and consultants, GST practitioners, Company secretaries and compliance firms, Accounting and bookkeeping outsourcers
Numbers: Toll-free (1800), virtual numbers, or IVR on your existing number where supported. Toll-free numbers
Pricing model: Monthly number rental plus usage for call minutes. How pricing works
Integration: REST API and webhooks (ivr.input, call.completed, call.missed) into your own software. IVR API

What problems does an IVR solve for CA firms and tax consultants?

The partner's phone is the helpdeskClients call the CA directly about a GSTR-3B challan or an ITR refund, interrupting audit work that needs full attention.

Deadline weeks are chaosAround 31 July, the 11th and 20th of each month and audit due dates, calls double and nobody knows which article is handling which client.

Advice given on calls is untrackedWhen a client later says the firm told them a deduction was allowed, there is no log of the call or who took it.

What can an IVR handle for CA firms and tax consultants?

Inbound menu

Menu by type of workGST, income tax, audit and ROC, accounting and payroll, and new enquiries each get an option that rings the team responsible.→ Right team, first call

Call routing

Client to their relationship managerSticky agent routing sends a regular client to the manager or article who last handled their file.→ No repeating the story

Call routing

Partner line kept privatePartners take calls only through a 'speak to partner' option during set hours, forwarded without exposing their mobile.→ Uninterrupted audit time

Inbound menu

Deadline-day messageA short prompt before the menu reminds callers of the due date and documents still needed, answering the most common question.→ Fewer routine calls

Webhook to CRM

Calls logged on the client filecall.completed posts the caller, the team and the recording link to your practice management software.→ Complete client history

IVR prompt scripts for ca firms and tax consultants

Copy, edit and use these as a starting point.

CA office greetingInbound menu

Welcome to Agrawal and Jain, Chartered Accountants. For GST returns and notices, press 1. For income tax returns and refunds, press 2. For audit, ROC and company matters, press 3. For accounting and payroll, press 4. To become a new client, press 5.

ITR season noticeInbound menu

The last date to file income tax returns for individuals is 31 July. If you have not yet shared your Form 16, bank interest certificates and capital gains statement, please upload them on our client portal or WhatsApp them to us today. To speak to the income tax team, press 2.

Office closed messageAfter-hours

Our office is open Monday to Saturday, 10 am to 7 pm. For a GST or income tax notice with a deadline in the next 48 hours, leave your name, PAN or GSTIN and the notice date after the beep, and the duty manager will call you back first thing tomorrow.

Record these prompts in your own voice or use text-to-speech in the MsgClub panel.

How does an IVR work for CA firms and tax consultants?

Publish the office numberPut one virtual number on letterheads, engagement letters and invoices instead of partners' mobiles.
Menu by service lineGST, income tax, audit and ROC, accounting and new enquiries each ring their own team.
Seasonal promptsChange the pre-menu notice in the panel before each due date to answer the most common question.
Track every callDaily reports and webhooks show calls by service line and staff, so partners see workload before deadlines.

Connect your softwarePractice management or client tracking software that accepts webhooks can attach each call to the client by phone number; smaller firms can send call.completed and call.missed events to a Google Sheet through Zapier. IVR API · API and webhooks · Pricing

ComplianceCalls may involve PAN, income and bank details, which are personal data under the DPDP Act 2023, so restrict recording playback to partners and managers. The ICAI code of ethics limits solicitation, so use the IVR for client service, not cold promotion.

Which other channels suit CA firms and tax consultants?

Use them together from one account, with shared contacts, reports and webhooks.

SMS for CA firms and tax consultantsHow do CA firms use SMS for client reminders?See SMS

WhatsApp for CA firms and tax consultantsHow do CA firms use WhatsApp Business API?See WhatsApp

RCS for CA firms and tax consultantsShould a CA firm use RCS messaging?See RCS

Voice broadcast for CA firms and tax consultantsHow can CA firms use voice broadcast calls?See Voice broadcast

Missed call for CA firms and tax consultantsIs a missed call number useful for a CA or tax consultant?See Missed call

AI calling for CA firms and tax consultantsTwo-way AI agents that talk to callers in Hindi, English and other Indian languages, unlike a recorded message.See AI Voice

Compare every channel for CA firms and tax consultants

Questions about IVR for CA firms and tax consultants

Does a small CA practice need an IVR?

A small practice benefits once calls start interrupting the partner's work. A virtual number with four options for GST, income tax, audit and new enquiries ringing staff mobiles costs a monthly rental plus usage, and needs no exchange or desk phones.

Can clients reach the same article or manager each time?

Yes. Sticky agent routing remembers who last spoke to a caller and connects them first. If that person is busy, the call rings the rest of the team so the client is not left on hold during deadline weeks.

Can the IVR remind clients about GST and ITR deadlines?

The IVR can play a deadline notice to everyone who calls in. To remind clients who do not call, send SMS or WhatsApp reminders, or use MsgClub AI Voice to call clients whose documents are pending and note what they still need to send.

Should a CA firm record client calls?

Recording helps settle disputes about advice given and missed instructions, but calls contain financial data. If you record, play a notice, limit access to partners, and keep recordings no longer than your firm's document retention policy.

How do we handle extra calls on the 20th of the month?

Add more staff phones to the GST option for the days around the 11th and 20th, play a short pre-menu notice listing what clients must send, and let missed calls create callbacks. Reports show call peaks so you can plan article leave around them.

Can new client enquiries go to a separate person?

Yes. A new client option can ring a partner or business development manager, and the webhook adds the caller to your CRM or sheet as an enquiry. Existing clients stay on the service options.