Changelog
Client Ready Agenda
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Introducing Global Chat
Global Chat lets you interact with multiple meetings at once—so conversations reflect the full scope of client activity, not just a single call.
All-client context: Ask a question and Ping pulls from past meetings, notes, and action items.
No re-explaining: Stop repeating details. Ping already has them.
Multi-meeting workflows:Compare clients, roll up tasks, and spot trends across your book.
Keeper Integration
Ping now integrates with Keeper, enabling automatic syncing of notes and tasks across systems for consistent client data—no more manual copy-paste.
App Chat Feedback
Give chat responses a 👍 or 👎. When you flag something, an issue is automatically logged so we can improve faster.
Websearch Functionality
Our chat can now search the web directly, giving you richer, up-to-date answers alongside our AI responses.
Export Notes as a PDF
Download your meeting notes and store them in your system of record or share with others.
Join Meetings Anywhere
Join meetings that aren’t on your calendar — whether it's a last-minute Zoom, a phone call, or an in-person meeting.
Initial Launch
Ping is built for accountants working with clients (CAS, tax, assurance, or any advisory role) who need more time back in their lives. We are saving accountants 5+ hours a week by using AI to cut out admin work around client meetings. With the time you save, you can work with more clients or go to bed earlier. Your choice 🤷🏼♂️
