SMS for CA firms and tax consultants

Bulk SMS for CA firms and tax consultants

Remind every client of GST, TDS and advance tax dates, chase missing documents before the deadline week and confirm each return the day it is filed.

Start free trial Talk to sales

Chartered accountant firmsGST practitionersTax return preparersAccounting and bookkeeping firms

SMS from a CA firm header confirming an ITR has been filed with acknowledgement number and asking the client to e-verify by a date

How do CA firms use SMS for client reminders?

CA firms and tax consultants use SMS to remind clients of GST return, TDS and advance tax due dates, request Form 16, bank statements and purchase bills for ITR, confirm a return has been filed with its acknowledgement number, prompt e-verification and send fee reminders. These go as service implicit messages to existing clients from the firm's own header.

Updated 15 Nov 2026

Key facts: SMS for CA firms and tax consultants

Channel: Bulk SMS
Best for: GST and TDS due-date reminders; ITR document checklist; Return filed acknowledgement
SMS categories: Service implicit
Who it suits: Chartered accountant firms, GST practitioners, Tax return preparers, Accounting and bookkeeping firms
Rules: TRAI DLT: registered entity, header and content template for every SMS; promotional SMS only 10 am to 9 pm and not to DND numbers
Pricing model: Prepaid credits quoted by volume, GST extra. How pricing works
Integration: REST API and webhooks (message.delivered, message.failed, message.clicked) into your own software. SMS API

What problems does SMS solve for CA firms and tax consultants?

Documents arrive on the last dayClients send sales data for GSTR-1 or Form 16 for ITR two days before the due date, and the whole team works late for a month.

Unverified returnsA filed ITR is not complete until it is e-verified, and clients who never open the portal miss the window without realising it.

Fees collected months laterPartners hesitate to call clients about pending invoices, so fees for last season's returns are still outstanding when the next season starts.

Which SMS should CA firms and tax consultants send?

Service implicit

GST and TDS due-date remindersA reminder a few days before each due date that applies to the client, with the data you need from them and the cut-off for sending it.→ Data in before the deadline week

Service implicit

ITR document checklistAt the start of the filing season, asks each salaried or business client for the specific papers you need from them.→ Earlier filings

Service implicit

Return filed acknowledgementConfirms the return type, assessment year and acknowledgement number on the day of filing.→ Clients stop calling to check

Service implicit

E-verification promptReminds clients who have not yet e-verified, with the last date and how to do it through Aadhaar OTP or net banking.→ Returns completed in time

Service implicit

Advance tax instalmentsBefore each instalment date, tells the client the estimated amount you have worked out and asks them to confirm payment.→ Less interest under 234C

Service implicit

Fee and outstanding remindersSends invoice and outstanding balances straight from Tally using the MsgClub plugin, with a UPI link where you use one.→ Fees collected sooner

Ready-to-use SMS templates for CA firms and tax consultants

Copy, edit and use these as a starting point.

GST data requestService implicit

Dear {#var#}, please share your {#var#} sales and purchase data for {#var#} by {#var#} so we can file {#var#} on time. -Bhandari and Co, Chartered Accountants

ITR filedService implicit

Dear {#var#}, your income tax return for AY {#var#} ({#var#}) is filed. Acknowledgement no. {#var#}. Please e-verify by {#var#}. -Bhandari and Co, Chartered Accountants

Fee reminderService implicit

Dear {#var#}, our invoice {#var#} for {#var#} of Rs {#var#} is pending since {#var#}. Pay via {#var#} or ignore if already paid. -Bhandari and Co

How does SMS work for CA firms and tax consultants?

Tag clients by complianceGroup clients in the MsgClub phone book or your practice software by GST monthly, quarterly, TDS, ITR and advance tax.
Schedule the seasonSet reminders for each group ahead of the due dates, using auto-repeat for monthly and quarterly returns.
Trigger filing messagesWhen staff mark a return as filed, the acknowledgement SMS goes out with the number filled in.
Follow up from reportsDelivery reports show who received each reminder, so staff call only the clients who still have not sent data.

Connect your softwareFirms that bill in Tally, BUSY or Marg can send invoice and outstanding SMS through the MsgClub plugins; practice management software or a Google Sheet can trigger filing confirmations through the API. SMS API · API and webhooks · Pricing

ComplianceReminders and confirmations to your own clients are service implicit. Never put full PAN, Aadhaar or bank account numbers in an SMS; mask them, and keep income figures out of the message under the DPDP Act 2023.

Which other channels suit CA firms and tax consultants?

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

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

IVR for CA firms and tax consultantsHow can a CA firm use IVR to manage client calls?See IVR

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 bulk SMS for CA firms and tax consultants

Can a CA firm send bulk SMS to clients about due dates?

Yes. Due-date reminders to existing clients are service implicit messages, so they reach DND numbers and can go out at any hour. Register the firm as an entity on DLT, register a six-letter header and the reminder templates, then schedule them for each client group.

Is it allowed to advertise CA services by SMS?

Be careful. The ICAI code of ethics restricts members from soliciting clients or advertising beyond what its guidelines permit, so promotional SMS to people who are not your clients is generally a poor fit for a CA firm. Stick to service messages for existing clients and check ICAI's current guidance before any outreach.

Should we send acknowledgement numbers by SMS?

Yes, it is common and useful. The acknowledgement number lets the client check status on the income tax portal. Mask part of it if you prefer, as in the sample above, and avoid putting the income or refund amount in the text, because SMS can be read on a locked screen.

How do we handle different GST filing frequencies?

Use separate groups. Monthly filers and quarterly QRMP filers have different dates, so keep them in separate phone book groups and schedule the right template for each. The date in the message is a variable, so one registered template can serve every return type.

Can clients send documents back by SMS?

No, SMS only carries short text. Ask clients to upload documents to your portal or email, or use WhatsApp for document collection if they have opted in. SMS works best as the nudge that reaches every client, including those who rarely check email.

Can we send reminders in Hindi or Gujarati?

Yes. Register the template in that language and MsgClub sends it as Unicode SMS. Each part then holds 70 characters instead of 160, so keep regional-language reminders short, or the cost per message doubles.