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Product updates

Changelog

Follow along as we ship new features, integrations, and improvements to Ping.

Ten features, one release

Our biggest release yet. Ten new capabilities, shipped together, in the order we demoed them. All ten are live now.

Other changes

  • MCP: Connect Ping to Claude, and to any other tool that speaks MCP, so your client context is available wherever you already work. Claude can search your meetings, transcripts, clients, and emails directly, which means you can plan, draft, and dig through history without opening Ping at all. Setup is a few clicks and it stays connected.
  • Mobile app, iOS and Android: Record in-person meetings straight from your phone. Recordings upload automatically instead of running through a finicky mobile browser, so the client lunch and the drop-in at the office land in Ping like any other meeting. Ask Ping is built in too, so you can pull up what you owe a client from the car before you walk in. The first release is deliberately small, and more will follow now that the apps are through app store review.
  • Client Health: A letter grade for every client, with the reasons behind it. Engagement is scored on firm outreach, client outreach, and how fast your team replies. Relationship signals pull the moments that matter out of meetings and emails, such as cancel intent, complaints about service quality, and pushback on value, and they surface the positive ones too, so leadership can step in early or give credit where a staffer is doing great work. Staff and client dashboards sit alongside it, showing who is carrying too much, which clients are quietly under-served, and where scope creep is building.
  • Proposal decks: Ask Ping in chat to build a proposal deck for an opportunity and it drafts one from the client's own words, quoting what they asked for and mapping it to the service you offer. It builds against a template you upload, so it looks like your firm's deck rather than a generic one. Fast enough to share your screen and walk through it on the same call.
  • Meeting Scheduler: Booking links that replace Calendly and Cal.com. Send availability, let the client pick, and skip the four-email thread. Because it lives in Ping, the email assistant now knows your real calendar and your meeting links, so it stops proposing times you aren't actually free.
  • Guides: Record your screen once and Ping writes the SOP. It captures your clicks and screenshots as you work, then generates a labeled, step-by-step article you can edit, annotate, and share inside or outside the firm. It runs in the Ping desktop app rather than a browser extension, so it covers QuickBooks, Zoom settings, and every other app your process actually touches.
  • Upsell detection: Ping listens for the moments clients tell you what they need, a cash flow worry, a new hire, a compliance deadline, and matches them against the services your firm actually offers. It sticks to your service menu, skips services the client already has, and gives you a review queue with the evidence attached, not an automated sales pitch.
  • Botless notetaker: Record a meeting without a bot joining the call. It's an option, not a replacement: a bot is still the better choice when several people from your firm are on the same call, because botless recorders each capture their own partial version and Ping works best from one clean recording. Use whichever fits the meeting.
  • Video messages: Record your face, your screen, or both, and send a short video instead of writing a long email. Editing tools let you trim the recording and strip out the ums, and finished videos embed on your website. A direct replacement for Loom.
  • Proposal creation: When the client says yes, Ping turns the deck and the meeting context into a proposal in Anchor or Ignition, ready to send. The thing that kills deals is the week it takes to get around to writing it, and this closes that gap to minutes.

Counting down to launch

A quiet week on purpose. The team was heads-down on the August 27 release while we kept refining Ask Ping's accuracy and deepening client intelligence in the background.

Stability week

A full round of fixes across the app ahead of the launch. Fewer edge cases, faster pages, steadier syncs.

Other changes

  • Ongoing chat and client intelligence: We keep tuning how Ask Ping reasons over your meeting and email history, so answers get more accurate and more specific to your clients over time. No action needed on your side.

Four ways firms are putting Ask Ping to work

Ask Ping works from your real meeting history, so it advises instead of just searching. Here are four things firms asked it this week.

Other changes

  • Prep for an advisory call: Turn “help me prep” into a plan, where to open, the margin questions to raise, next steps on debt, and a decision checklist, all pulled from past meetings. Try: “Help me prep for my advisory call with this client.”
  • Evaluate a candidate: Turn an interview into a balanced fit assessment, with clear strengths and the watch-outs worth digging into. Try: “Give me a fit assessment from my interview with this candidate.”
  • Turn meetings into action: From one thread, get assigned action lists, a job description, and QC checklists, straight from meeting memory. Try: “Pull the action items and owners from this week's meetings.”
  • Build a capacity model: Mention transaction times in passing and Ping turns those 2, 3, and 5 minute estimates into a workload and capacity model. Try: “Build a workload model from the transaction estimates we discussed.”
  • Chat and client intelligence: Continued refinements to chat quality and client intelligence.

Client Assignments, now optional

Client Assignments are now optional and user-based. Turn them on and each staff member sees only the clients assigned to them. Leave them off and everyone in the organization sees every client. It's a single toggle under Organization Settings, so firms that separate books by partner, office, or service line can lock things down, and firms that don't can skip the overhead entirely.

Other changes

  • Shared, live pre-meeting notes: Pre-meeting notes are now shared and editable in real time. Whoever preps first, the whole team walks into the call with the same page in front of them.
  • Meeting timezone fix: Meeting times now display in the correct timezone in chat, so your schedule lines up no matter where you're working from.

Action items, now in Ask Ping

You can now create, edit, and complete tasks directly in Ask Ping. Ask it to add a task, update one, or check something off, and it syncs everywhere automatically, so there's no jumping to another screen to write down what you just agreed to. Try: “Ping, create a task to send the Johnson engagement letter by Friday.”

Other changes

  • Chat and client intelligence: Ongoing improvements to chat accuracy and client intelligence.

Exports, tags, and a smarter importer

Export any Ping chat as a Markdown file, easy to drop into your docs, your wiki, or a client deliverable.

Other changes

  • Smarter Ping chat: Ping chat is more capable and more accurate this week, with better reasoning over your client history.
  • Editable meeting tags: Edit meeting tags directly from the dashboard instead of opening each meeting.
  • Karbon phone numbers: The Karbon importer now brings client phone numbers across, so contact records arrive complete.
  • Backfill notes to Double: When importing clients, you can backfill their existing notes into Double, history included, not just what happens next.

Firm Dashboards for Client Intelligence

Firm Dashboards are now available to everyone on the Client Intelligence tier, so you can see how your whole firm is tracking in one place.

Other changes

  • Redesigned meeting detail page: A cleaner, easier to read layout for everything that happened in a meeting.
  • Billing schedules in Revenue Finder: Revenue Finder now works with billing schedules, so recurring revenue shows up the way you would expect.
  • Edit services on imported Agreements: Add or remove services on Agreements you have imported, without starting over.
  • Shared pre-meeting notes and prep tools: Write and share notes ahead of a meeting, with new tools to help everyone show up prepared.
  • Better agenda building in chat: Put together a meeting agenda faster, right from the chat.
  • Smarter meeting search: The meeting search bar now finds both contacts and clients.

Slack messages in Client Intelligence

Client Intelligence now ingests your Slack client channel messages on top of meetings and emails, so even more of your client context is pulled in automatically and the full picture lives in one place.

Other changes

  • Cleaner email draft formatting: Drafts from the Email Assistant and Ask Ping now keep their formatting when transferred to your email client.
  • Signature placement toggle: Choose whether your signature sits above or below quoted thread text in auto-drafted emails.
  • Download transcripts as PDF: On top of copying a transcript, you can now download it as a PDF too.
  • More reliable live voice recordings: Improved the reliability of live voice recordings.
  • Smarter chat disambiguation: More reliable matching of chats to the right contact and client.
  • Recent chats in the sidebar: Your recent chats are now available right in the sidebar.

Meeting trimming is now available

You can not clip meetings before sending them or sharing them with your team

Other changes

  • Look-and-feel polish: removed breadcrumbs, unified fonts, simplified sidebar
  • Auth platform improvements to support upcoming features
  • Faster chat with improved memory + information retrieval
  • Meeting trimming: cut the beginning and/or end of a video to remove unwanted intro/outro conversations (Adam feature flag to be removed by Wednesday when the email goes out)
  • Client/contact link: auto-backfill of the last 90 days of emails

Pre-meeting prep emails

Ping now sends a prep email before your upcoming meetings with the context and action items you actually need. Turn the notification on in your meeting assistant settings.

Other changes

  • Clearer meeting sharing: The meeting sharing tab now spells out exactly who can see a meeting and why, covering owners, participants, org-wide sharing, role access, team auto-share, and any restrictions.
  • Table and filter UX polish: Checkboxes now stay hidden until you hover a row, and the bulk action header stays pinned as you scroll, so tables feel cleaner and faster to work with.
  • Faster dashboard and meeting pages: Home, client overview, and meeting recording pages load faster with fewer API calls. Filtering on recorded meetings is also noticeably snappier.

Jason Staats walks through Ping

Jason Staats just dropped a full walkthrough of Ping on his channel. Worth a watch whether you are new to Ping or have been with us a while. Click HERE to watch

Other changes

  • New referral page: Earn Ping credits and merch when you refer other firms. Grab your link and track rewards from the new referral page in your account.
  • Search assignees on actions: You can now search for a teammate when assigning an action, so finding the right person is faster on long lists.
  • Logos on the client page: Client pages now show company logos, making it easier to scan and recognize accounts at a glance.
  • Meeting prep page polish: A round of fixes and improvements on the meeting prep page so it loads cleaner and pulls the right context every time.

Find Revenue Opportunities Faster

Revenue detection now includes a searchable picker for meetings and emails, so you can quickly find the exact conversation behind an opportunity and act on it right away.

Other changes

  • User connections in member view: Admins can now see each team member's connected apps directly from the member view, making it easier to audit integrations across the firm.
  • Meetings list loading indicator: A loading spinner now appears when navigating to the meetings list, so you always know Ping is working in the background.
  • Meeting records created every time: Meeting records are now created whether or not auto-schedule is on, giving you a complete history of every meeting.
  • Cleaner meeting references in chat: Duplicate sibling meeting rows are now removed from chat, so meeting references stay clean and easy to scan.
  • Persistent Action Items filters: Filters on the Action Items table now stay applied between visits, so you don't have to reapply them every time you come back.
  • Email backfill nearly complete: We're in the final stretch of our email backfill and cleanup project, which will give you a more complete and accurate view of client email history.

A Faster, Smoother Ping Experience

This week we focused on making Ping better under the hood. We've shipped a round of backend optimizations, UX improvements, and quality-of-life fixes to give you a faster, more reliable experience across the app.

Other changes

  • Active Meetings in Sidebar: Your active meetings now show up directly in the sidebar, making it easier to jump into what's happening right now.
  • Hidden Meetings & Soft-Delete: You can now view hidden meetings and restore soft-deleted ones, giving you more control over your meeting history.
  • Improved Financial Cents Import: Client search in the Financial Cents import flow now runs server-side for faster, more reliable results.
  • Spam Label Settings: You can now configure whether emails with a spam label skip your inbox or not, giving you more control over email filtering.

Salesforce Integration Is Here!

Sync your meeting data directly into Salesforce, keeping your CRM up to date without the manual work. Ping now connects seamlessly with Salesforce so your team can focus on clients, not data entry.

Other changes

  • Meeting Types are now System Tags: We've replaced Meeting Types with a more flexible system tag approach. Tags give you better control over how meetings are organized and filtered. Learn more → Click Here
  • Auto-Sharing by Client: Ping now automatically shares meeting notes with your colleagues based on the client associated with the meeting. No more manually forwarding recaps to your team.
  • Meeting Privacy for Internal Meetings: A new privacy preference lets you control how internal meetings are handled, so sensitive conversations stay private and aren't automatically shared or summarized.

Watch Ping on the Big Screen

Theater Mode gives you a larger, side-by-side view of your video and transcript, making it easier to watch back meetings without going full screen.

Other changes

  • Voice Recording Auto-Naming: source-aware naming logic now automatically generates cleaner, more accurate titles for voice recordings instead of defaulting to generic upload labels.
  • Action Item Auto-Assignment: Ping now uses AI-based owner inference to automatically map action items to the right people using your organization roster and meeting context.
  • Updated interface system: refreshed layout patterns, tighter spacing logic, and improved visual hierarchy create a cleaner, more consistent product experience across workflows.

New Email Notification Layout

We updated the layout of your email notifications so that you can find the information that you need faster from your post-meeting recaps.

Other changes

  • Improved Slack post meeting notifications layout
  • Practice management integrations now include phone numbers for your contacts

External Sharing is now live

You can now securely share meeting recordings and notes with people outside your firm. Clients, partners, and anyone external from Ping.

Other changes

  • Email Assistant FAQs: add the questions your clients ask all the time, and Ping will use them to help pre-populate email responses.
  • VoIP integrations: phone calls are now easier with RingCentral, Quo (formerly OpenPhone), and Dialpad.
  • Global Chat improvements: major speed and quality boosts (with more improvements coming).

Slack + Ping are now integrated

Ping's goal is to connect to the tools you're already using. Figured Slack was a good tool to connect with.

Other changes

  • HTML Signature Handling: Ping AI Chat is now more compatible with HTML email signatures.
  • Asana Auto-sync: action items auto-sync based on client associations and meeting type, with a catch-all project fallback.
  • Outlook Desktop Support: auto-draft responses now work on Outlook desktop clients.
  • Separate Email Controls: independent toggles for email labeling and auto-draft features.

Enhanced Search Accuracy and Relevance

Ping AI Search gives you instant, reliable answers with full client context, so your team works faster, avoids mistakes, and never has to hunt for information.

Other changes

  • Email assistant has more granular controls
  • Bulk Sync on Action Items Page
  • Client detail edits are logged in the memory changes bar
  • Filter by attendee

Introducing Global Ping Chat

Ping Chat is now global—built to be the central nervous system of Ping. Search across clients, meetings, emails, and even the Help Center, all from one place. Plus, you’ll see helpful prompts along the way to make your day easier.

Other changes

  • Search clients, meetings, and emails from a single place
  • Search the Help Center directly in chat to get answers fast
  • Bulk assign action items
  • Import clients from Financial Cents
  • Remove participants from meetings

Share Meetings Individually

You now have fine-grained control over who can see each meeting. Instead of sharing everything by default, you can choose exactly which meetings are visible and to whom.

Other changes

  • Client Intelligence email fixes We fixed bugs in how emails are digested so client context and insights are more accurate.

Your Phone Is Now a Ping Recorder

You can now use Ping on mobile for in-person meetings. If you’re sitting across the table from a client, you don’t need to bring your laptop. Just pull out your phone. Ping is a web-based app, so there’s nothing to install. Just open app.pingassistant.com on your phone and start recording.

Other changes

  • More reliable live recordings If your Wi-Fi drops or something unexpected happens mid-meeting, Ping does a better job of recovering what was captured so far and minimizing data loss.
  • Client sync from Double Keeping your client list up to date is easier — and your client brain stays accurate without extra work. We're actively working on the Karbon and Financial Cents integration.
  • ClickUp integration is live Push tasks, notes, and follow-ups directly into ClickUp so nothing falls through the cracks.

HubSpot integration

The handoff between sales and the accounting team became that much easier. No context gets lost. Emails, meetings, notes, and deal history flow into the same client brain your accounting team already uses. Nobody has to start from scratch.

Other changes

  • Client imports from Double — You can now import clients directly from Double. Creating clients and keeping them up to date just got much easier, helping centralize the client brain even faster.
  • Do your client market research inside Ping. Select multiple meetings in the Meetings tab and ask Ping what your clients love about working with you.

SOC 2 Type II complete + quality-of-life upgrades

SOC 2 Type II has been completed with an unqualified result. We also shipped an improved prompt button that auto-enhances the first prompt, and introduced a beta flow for importing meetings and porting notes from other notetakers.

Other changes

  • SOC 2 Type II Audit
  • SOC 2 Type II audit completed (unqualified)
  • Enhanced prompt button — first prompt is automatically enhanced
  • Meeting imports (beta) — porting notes from other notetakers

Teams, roles, and bulk meeting management

Create teams, assign users and clients, and control visibility by role. Owners can see everything, managers can see their users’ meetings, and users see their own. Meetings can still be shared org-wide, and practice-management auto-sync is improved. Meetings are now editable, and admins can apply meeting tags or types in bulk. Shared meetings are clearly indicated.

Other changes

  • Teams & Access Controls
  • Create teams and assign users and clients
  • Role-based visibility (Owners see all, Managers see their users' meetings, Users see their own)
  • Meetings can still be shared org-wide
  • Auto-sync improvements for practice management
  • Editable meetings — update meeting notes after the fact

Improving your Ping org

This week we laid the foundation of more robust control, access, and permissions for teams within an organization. Here are some of the features we rolled out.

  • Auto-share meetings to org
  • Org-level Meeting Assistant image
  • Org-level PM integrations

Other changes

  • Action items tightened up — No more runaway lists. Your action items should now be tighter and more applicable.
  • Control the notifications you get — You can now choose exactly which meeting alerts you want.

Meeting tags and internal meeting types

Meetings can now be categorized with custom tags, and you can filter by tag to chat across all meetings in the same category. Internal meeting types help Ping focus notes on the right content. This release also includes performance improvements and a new support email.

Other changes

  • Meeting Tags + Types
  • Custom tags to categorize and organize meetings
  • Filter by tag to chat with all meetings that share one
  • Internal meeting types to help Ping focus notes on relevant topics
  • General bug fixes and performance improvements
  • New support email

Customization for your Ping experience

You can now customize the bot name and image that joins video calls. After each meeting, Ping sends a recap email directly to your inbox so follow-ups are easier to act on.

Other changes

  • Make Ping Your Own
  • Customize the bot name and image that joins video calls
  • Post-meeting recap email sent to inbox after each meeting

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.

Double Integration

Ping now integrates with Double, 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.

Web-search 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.

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 🤷🏼‍♂️