The AI receptionist for accountants & CPA firms
Masheev answers client calls, books consultations, runs new-client intake and handles 'what do you still need from me?' questions, so your team can stay in the work during tax season.
Card required. No charge if you cancel within 14 days. Available to businesses in the UK and US.
- Guided setup
- Unlimited seats
- From $18/mo
A still of the Masheev console: a full inbox of conversations, one of them an AI-drafted WhatsApp reply awaiting a person's approval.
Demo board. Synthetic conversations, real product interface.
What is an AI receptionist for accounting firms?
An AI receptionist for accountants and CPA firms answers client calls and messages, books consultations and review meetings, runs new-client intake, and answers routine document questions around tax deadlines. Masheev handles phone, SMS and web chat in one inbox, with email as an approval-gated beta, and passes anything complex to the right accountant.
Where the phone gets in the way
The interruptions most accounting firms know well. These are the ones Masheev can take on.
- Call volume jumps before every filing deadline, just when the team has the least time.
- New-client inquiries need consistent intake, but everyone records different details.
- 'Is my return done?', 'what documents do you need?' and 'what are your fees?' repeat all season.
- Every interruption breaks concentration on a return.
What Masheev handles for accounting firms
Set up around your hours, services and rules. Anything outside them goes to your team.
Answers through deadline weeks
Takes simultaneous calls up to your configured plan and provider limits, with over-capacity behavior you set in advance.
Runs new-client intake
Records the service needed, entity type and key details in a consistent format, and books a consultation with the right person.
Answers document and fee questions
Handles the routine 'what do you need from me?' questions from your checklists and fee schedule, so your team isn't interrupted mid-return.
Two weeks before the filing deadline, the phones are busy. Masheev books new-client consultations, walks existing clients through your document checklist, and passes the complex questions to the right accountant. Your team keeps working.
The calls accounting firms get most
What the receptionist does with each, and when it hands the call to a person.
New-client enquiries
Masheev asks your intake questions, such as individual or business and which services are needed, and books an introductory call.
Document and deadline questions
It answers from your published checklists and deadlines. Questions about a client's own return go to the preparer.
Return status calls
It takes the question and passes it to the person handling the file. It does not report status unless your team shares it.
Tax notice calls
It takes down which notice the client received and routes it to your team as a priority. It gives no tax advice.
Set up with guided steps
Connect your number, add what the receptionist should know, set the rules, and test before anything goes live. Setup time depends on your phone provider and configuration.
Connect your channels
Forward your existing number or add a new one, then connect web chat and SMS.
Add your business knowledge
Enter your hours, services, prices and policies, or import them from your website.
Set your rules
Decide what it can book, what it answers, and when it hands off to your team.
Test, then go live
Run test calls and messages, then switch on the channels you've configured.
Frequently asked questions
Go deeper
Give your accounting firm its time back
Routine calls and messages handled on supported channels, with bookings through your connected tools and a person whenever your rules call for one. From $18/mo.
Card required. No charge if you cancel within 14 days. Available to businesses in the UK and US.