Voice Broadcast for CA Firms and Tax Consultants

Voice broadcast for CA firms and tax consultants

Remind clients to send bills and documents before ITR, GST and advance tax dates with a short call, and see who pressed 1 for a callback.

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Chartered accountant firmsTax return preparers and GST practitionersAccounting and bookkeeping officesFirms serving traders and small manufacturers

Voice broadcast card from a CA firm reminding a client in Hinglish to send monthly GST bills, with keypress options for already sent and callback

How can CA firms use voice broadcast calls?

CA firms and tax consultants use voice broadcast to remind clients to send sales and purchase bills before GST return dates, share documents for income tax returns, pay advance tax instalments and book audit meetings. The call stays generic, naming the deadline but not the client's figures, and a keypress shows who wants a callback from the office.

Updated 15 Nov 2026

Key facts: Voice broadcast for CA firms and tax consultants

Channel: Voice broadcast
Best for: GST bills reminder; ITR document collection; Advance tax instalment
Call types: Reminder call, Text-to-speech, Recorded message
Who it suits: Chartered accountant firms, Tax return preparers and GST practitioners, Accounting and bookkeeping offices, Firms serving traders and small manufacturers
Rules: TRAI's numbering rules (140-series for promotional calls, 1600-series for service and transactional calls), consent, DND and calling-hour limits
Pricing model: Per pulse of answered call time. How pricing works
Integration: REST API and webhooks (call.completed, ivr.input) into your own software. Voice broadcast API

What problems does voice broadcast solve for CA firms and tax consultants?

Documents arrive at the last minuteTraders send a month of bills on the 19th, two days after the date you asked for, and articles stay back late to finish GST returns.

Emails and group messages go unreadMany shopkeepers and small manufacturers do not read email, and a reminder posted in a broadcast group gets buried by the evening.

Juniors spend July on the phoneBefore the ITR deadline, staff call hundreds of clients one by one to ask for Form 16, bank statements and capital gains details.

Which voice broadcast calls suit CA firms and tax consultants?

Reminder call

GST bills reminderA monthly call a few days before your internal cut-off asking clients to send sales and purchase bills, with press 1 if already sent.→ Returns filed without a rush

Text-to-speech

ITR document collectionIn June and July, salaried and business clients hear which documents to share and press 2 to have a staff member call them.→ Fewer chase calls

Reminder call

Advance tax instalmentA reminder before 15 June, 15 September, 15 December and 15 March to clients who pay advance tax, asking them to confirm their estimate with you.→ Fewer interest charges

Reminder call

Audit and meeting slotsConfirms the date of a tax audit visit or a year-end meeting, with press 1 to confirm and 2 to move it.→ Fewer rescheduled visits

Recorded message

Office noticesA short recorded note from the partner about changed office hours during the filing season or a new rule clients should know about.→ Clients informed in one round

Ready-to-use voice broadcast scripts for CA firms and tax consultants

Copy, edit and use these as a starting point.

GST bills reminderReminder call

Namaste, yeh call {firm_name} se hai. {month} mahine ka GST return file karne ke liye kripya apne sabhi sales aur purchase bills {cutoff_date} tak office mein ya email par bhej dijiye. Agar aapne bills bhej diye hain to 1 dabaiye. Agar koi sawal hai aur aap chahte hain ki hum aapko call karein to 2 dabaiye.

ITR documentsText-to-speech

Hello {name}, this is {firm_name}. To file your income tax return for {assessment_year} on time, please share your Form 16, bank interest certificates and details of any property or share sales by {date}. You can drop them at the office or send them by email. Press 1 if you have already sent them, or press 2 for a call from our team.

Advance tax reminderReminder call

नमस्ते, {firm_name} की ओर से कॉल है। अग्रिम कर यानी एडवांस टैक्स की अगली किस्त {due_date} तक जमा करनी है। अपनी इस वर्ष की अनुमानित आय की जानकारी हमें दो दिन पहले तक दे दें ताकि हम सही राशि बता सकें। हमारी टीम से बात करने के लिए 1 दबाएँ।

Record the script or use text-to-speech. Keep calls under 30 seconds where you can.

How does voice broadcast work for CA firms and tax consultants?

Export the client listPick GST, ITR or advance tax clients from your practice management software or a spreadsheet.
Send a short, generic callName the firm, the return and the date. Leave out tax amounts and personal figures.
Clients press a keyPress 1 for already sent, press 2 for a callback; unanswered numbers are retried at lunch and in the evening.
Staff work the callback listKeypresses arrive by webhook or export, so juniors call only the clients who asked.

Connect your softwarePractice management software, a client tracker in Google Sheets or your own CRM can trigger calls through the voice API and record each client's keypress from the ivr.input webhook. Voice broadcast API · API and webhooks · Pricing

ComplianceDeadline reminders to existing clients are service calls under TRAI's numbering rules. Do not speak tax amounts, PAN or income details, because a family member or employee may answer; treat client numbers as personal data 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.

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

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

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 voice broadcast for CA firms and tax consultants

Is it safe to call clients about their tax returns?

Yes, if the call stays generic. Mention your firm, the return and the deadline, but never the tax payable, income or PAN, because someone else may pick up the phone. Ask the client to press a key for a callback, and discuss details on that call.

Can we send one reminder to all GST clients each month?

Yes. Save the message as a voice draft, upload or select the GST client group and schedule it for the same date every month. Clients who press 1 for already sent can be removed before the second reminder.

Will clients find an automated call from their CA annoying?

Not if it is short, useful and infrequent. A 25-second call before each deadline is usually welcome, especially for clients who do not check email. Avoid more than two calls per deadline and stop calling once a client confirms.

Can voice broadcast replace calls from our juniors?

It replaces the first round of reminder calls, not the conversations. The broadcast tells everyone what is due and finds who needs help through press 2. Staff then call only those clients, which saves most of the dialling time.

Can the call collect documents or answer tax questions?

No. Voice broadcast plays a message and records keys. Documents still come by email, WhatsApp or in person. If you want a voice agent to answer routine questions such as which documents are needed, MsgClub AI Voice can handle a two-way conversation.

Which language works best for our clients?

Use the language clients speak with your office. Many firms in north and central India use Hinglish or Hindi text-to-speech for traders and English for salaried clients. You can also upload a recording in Gujarati, Marathi or any other language.