Powerful Integrations

Powerfull Integrations

Connect Ping Assistant with your favorite accounting tools and streamline your workflow with seamless integrations.

Connect Ping Assistant with your favorite accounting tools and streamline your workflow with seamless integrations.

Finally, AI that is built only for accounting firms

Finally, AI that is built only for accounting firms

Built for large firms, flexible enough for solos.

How we helped one Ping User

90+ hrs

90+ hrs

of partner time saved

$45,000

$45,000

of value saved

of value saved

The problem: After every tax strategy meeting, a partner spent 15–20 minutes typing handwritten notes into a spreadsheet. With ~450 meetings, that added up to 110+ hours—12 full days of work.


The solution: Our AI implementation team built a custom tool that uses client context to auto-fill the spreadsheet after each meeting. The partner only reviews it—no more manual entry.

The result: 80% faster, saving the team 90+ hours over the season.


The problem: After every tax strategy meeting, a partner spent 15–20 minutes typing handwritten notes into a spreadsheet. With ~450 meetings, that added up to 110+ hours—12 full days of work.


The solution: Our AI implementation team built a custom tool that uses client context to auto-fill the spreadsheet after each meeting. The partner only reviews it—no more manual entry.

The result: 80% faster, saving the team 90+ hours over the season.


How are you implementing AI in your firm?

How are you implementing AI in your firm?

Our engineers at Ping Assistant Ping Logo will build you a custom AI tool to automate the task you hate.

Pre-Meeting Brief

Pre-Meeting Brief

Meeting Notes

Meeting Notes

Meeting Capture

Meeting Capture

Summary-Only Mode

Summary-Only Mode

Smart Tasks

Smart Tasks

Email Assistant

Email Assistant

CRM Sync

CRM Sync

Client Onboarding

Client Onboarding

Team Share

Team Share

Integrations

Integrations

Compliance

Compliance

Keyword Tracking

Keyword Tracking

Scheduler

Scheduler

Document Intelligence

Document Intelligence

Search & Synthesize

Search & Synthesize

Competitive Research

Competitive Research

Ready to get started?

Ready to get started?

Experience Ping Assistant now.

Experience Ping Assistant now.

Experience Ping Assistant now.

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AI built for advisory-focused accounting firms.

Ping Assistant. All right reserved. © 2025

AI built for advisory-focused accounting firms.

Ping Assistant. All right reserved. © 2025

AI built for advisory-focused accounting firms.

Ping Assistant. All right reserved. © 2025