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 
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