AI features built for your firm.
AI features built
for your firm.
AI features built for your firm.
From client intelligence to meeting automation and email support, Ping brings together the tools your firm relies on. Helping you move faster, stay organized, and deliver a more proactive client experience.
From client intelligence to meeting automation and email support, Ping brings together the tools your firm relies on. Helping you move faster, stay organized, and deliver a more proactive client experience.
From client intelligence to meeting automation and email support, Ping brings together the tools your firm relies on. Helping you move faster, stay organized, and deliver a more proactive client experience.
Meet Ping’s
Client Intelligence
An AI that knows your client
Meetings and emails are securely put in a data lake of client interactions that builds a client profile you and your team can easily search.
Real-time insights that elevate every interaction
Instantly surface relationship context, risks, and opportunities to deliver smarter, more proactive service.
Stronger teams and smarter leadership decisions
No matter how many different team members are interacting with a client. Leadership gets a clear, data-driven view of firm performance and client experience.
Meet Ping’s
Client Intelligence
An AI that knows your client
Meetings and emails are securely put in a data lake of client interactions that builds a client profile you and your team can easily search.
Real-time insights that elevate every interaction
Instantly surface relationship context, risks, and opportunities to deliver smarter, more proactive service.
Stronger teams and smarter leadership decisions
No matter how many different team members are interacting with a client. Leadership gets a clear, data-driven view of firm performance and client experience.
An AI that knows your client
Meetings and emails are securely put in a data lake of client interactions that builds a client profile you and your team can easily search.
Real-time insights that elevate every interaction
Instantly surface relationship context, risks, and opportunities to deliver smarter, more proactive service.
Stronger teams and smarter leadership decisions
No matter how many different team members are interacting with a client. Leadership gets a clear, data-driven view of firm performance and client experience.
Meet Ping’s
Meeting Assistant
Always-ready meeting prep with zero effort
Ping captures every conversation and surfaces the critical context before any meeting, so you walk in prepared with key notes, history, and priorities automatically laid out.
Structured notes and tasks that flow into your existing tools
Every meeting is instantly transformed into clean summaries, action items, and decisions that sync directly into your project management or workflow system. No extra steps.
Automatic, personalized follow-ups that reflect the conversation
Ping drafts tailored follow-up emails based on what was discussed, ensuring timely, consistent communication that moves work forward without adding work to your plate.
Meet Ping’s
Meeting Assistant
Always-ready meeting prep with zero effort
Ping captures every conversation and surfaces the critical context before any meeting, so you walk in prepared with key notes, history, and priorities automatically laid out.
Structured notes and tasks that flow into your existing tools
Every meeting is instantly transformed into clean summaries, action items, and decisions that sync directly into your project management or workflow system. No extra steps.
Automatic, personalized follow-ups that reflect the conversation
Ping drafts tailored follow-up emails based on what was discussed, ensuring timely, consistent communication that moves work forward without adding work to your plate.
Always-ready meeting prep with zero effort
Ping captures every conversation and surfaces the critical context before any meeting, so you walk in prepared with key notes, history, and priorities automatically laid out.
Structured notes and tasks that flow into your existing tools
Every meeting is instantly transformed into clean summaries, action items, and decisions that sync directly into your project management or workflow system. No extra steps.
Automatic, personalized follow-ups that reflect the conversation
Ping drafts tailored follow-up emails based on what was discussed, ensuring timely, consistent communication that moves work forward without adding work to your plate.
Meet Ping’s
Email Assistant
Intelligent email triage. It’s like having a VA managing your inbox.
Ping automatically sorts every incoming message into clear, actionable labels, so you instantly see what needs attention and never lose track of a client request.
Ready-to-send drafts written in your voice
Every email that requires a response already has a polished draft waiting, written in your tone and powered by the full context of the thread and Client Intelligence.
Meet Ping’s
Email Assistant
Intelligent email triage. It’s like having a VA managing your inbox.
Ping automatically sorts every incoming message into clear, actionable labels, so you instantly see what needs attention and never lose track of a client request.
Ready-to-send drafts written in your voice
Every email that requires a response already has a polished draft waiting, written in your tone and powered by the full context of the thread and Client Intelligence.
Intelligent email triage. It’s like having a VA managing your inbox.
Ping automatically sorts every incoming message into clear, actionable labels, so you instantly see what needs attention and never lose track of a client request.
Ready-to-send drafts written in your voice
Every email that requires a response already has a polished draft waiting, written in your tone and powered by the full context of the thread and Client Intelligence.
Meet Ping’s Client Intelligence.
Meet Ping’s Client Intelligence.
Meet Ping’s Client Intelligence.
Powerful Integrations
Connect Ping Assistant with your favorite accounting tools and streamline your workflow with seamless integrations.
Double (ex Keeper)
Practice management built for accountants.
Double (ex Keeper)
Practice management built for accountants.
Double (ex Keeper)
Practice management built for accountants.
Karbon
Email and workflow management for accounting firms.
Karbon
Email and workflow management for accounting firms.
Karbon
Email and workflow management for accounting firms.
Financial Cents
Workflow management for accounting teams.
Financial Cents
Workflow management for accounting teams.
Financial Cents
Workflow management for accounting teams.
Google Calendar
Calendar for scheduling and shared availability.
Google Calendar
Calendar for scheduling and shared availability.
Google Calendar
Calendar for scheduling and shared availability.
Outlook Calendar
Microsoft’s calendar for meetings and schedule planning.
Outlook Calendar
Microsoft’s calendar for meetings and schedule planning.
Outlook Calendar
Microsoft’s calendar for meetings and schedule planning.
Zoom
Video conferencing for virtual meetings and collaboration.
Zoom
Video conferencing for virtual meetings and collaboration.
Zoom
Video conferencing for virtual meetings and collaboration.
Google Meet
Simple, link-based video meetings from Google Workspace.
Google Meet
Simple, link-based video meetings from Google Workspace.
Google Meet
Simple, link-based video meetings from Google Workspace.
Microsoft Teams
Team chat, meetings, and collaboration in one platform.
Microsoft Teams
Team chat, meetings, and collaboration in one platform.
Microsoft Teams
Team chat, meetings, and collaboration in one platform.
What our clients are saying
Hear how Ping makes work easier for our clients.
“It’s the first AI tool that actually fits how accountants work. Ping just gets it.”
Brodie Martin
Martin Tax & Advisory
”Ping assistant is one of those things that you can add to your workflow process that will actually make it better, save you time, which in turn will help make you more profitable”
Timalyn Bowens
America's Favorite EA
“Ping is awesome. It has significantly cut down my administrative time. Being in a meeting without having to take notes allows me to focus on the meeting itself”
Nicholas Coluccio
Coluccio & Associates
“It’s the first AI tool that actually fits how accountants work. Ping just gets it.”
Brodie Martin
Martin Tax & Advisory
”Ping assistant is one of those things that you can add to your workflow process that will actually make it better, save you time, which in turn will help make you more profitable”
Timalyn Bowens
America's Favorite EA
“Ping is awesome. It has significantly cut down my administrative time. Being in a meeting without having to take notes allows me to focus on the meeting itself”
Nicholas Coluccio
Coluccio & Associates
“It’s the first AI tool that actually fits how accountants work. Ping just gets it.”
Brodie Martin
Martin Tax & Advisory
”Ping assistant is one of those things that you can add to your workflow process that will actually make it better, save you time, which in turn will help make you more profitable”
Timalyn Bowens
America's Favorite EA
“Ping is awesome. It has significantly cut down my administrative time. Being in a meeting without having to take notes allows me to focus on the meeting itself”
Nicholas Coluccio
Coluccio & Associates
“It’s the first AI tool that actually fits how accountants work. Ping just gets it.”
Brodie Martin
Martin Tax & Advisory
”Ping assistant is one of those things that you can add to your workflow process that will actually make it better, save you time, which in turn will help make you more profitable”
Timalyn Bowens
America's Favorite EA
“Ping is awesome. It has significantly cut down my administrative time. Being in a meeting without having to take notes allows me to focus on the meeting itself”
Nicholas Coluccio
Coluccio & Associates
What our clients are saying
Hear how Ping makes work easier for our clients.
“It’s the first AI tool that actually fits how accountants work. Ping just gets it.”
Brodie Martin
Martin Tax & Advisory
”Ping assistant is one of those things that you can add to your workflow process that will actually make it better, save you time, which in turn will help make you more profitable”
Timalyn Bowens
America's Favorite EA
“Ping is awesome. It has significantly cut down my administrative time. Being in a meeting without having to take notes allows me to focus on the meeting itself”
Nicholas Coluccio
Coluccio & Associates
“It’s the first AI tool that actually fits how accountants work. Ping just gets it.”
Brodie Martin
Martin Tax & Advisory
”Ping assistant is one of those things that you can add to your workflow process that will actually make it better, save you time, which in turn will help make you more profitable”
Timalyn Bowens
America's Favorite EA
“Ping is awesome. It has significantly cut down my administrative time. Being in a meeting without having to take notes allows me to focus on the meeting itself”
Nicholas Coluccio
Coluccio & Associates
“It’s the first AI tool that actually fits how accountants work. Ping just gets it.”
Brodie Martin
Martin Tax & Advisory
”Ping assistant is one of those things that you can add to your workflow process that will actually make it better, save you time, which in turn will help make you more profitable”
Timalyn Bowens
America's Favorite EA
“Ping is awesome. It has significantly cut down my administrative time. Being in a meeting without having to take notes allows me to focus on the meeting itself”
Nicholas Coluccio
Coluccio & Associates
“It’s the first AI tool that actually fits how accountants work. Ping just gets it.”
Brodie Martin
Martin Tax & Advisory
”Ping assistant is one of those things that you can add to your workflow process that will actually make it better, save you time, which in turn will help make you more profitable”
Timalyn Bowens
America's Favorite EA
“Ping is awesome. It has significantly cut down my administrative time. Being in a meeting without having to take notes allows me to focus on the meeting itself”
Nicholas Coluccio
Coluccio & Associates
What our clients are saying
Hear how Ping makes work easier for our clients.
“It’s the first AI tool that actually fits how accountants work. Ping just gets it.”
Brodie Martin
Martin Tax & Advisory
”Ping assistant is one of those things that you can add to your workflow process that will actually make it better, save you time, which in turn will help make you more profitable”
Timalyn Bowens
America's Favorite EA
“Ping is awesome. It has significantly cut down my administrative time. Being in a meeting without having to take notes allows me to focus on the meeting itself”
Nicholas Coluccio
Coluccio & Associates
“It’s the first AI tool that actually fits how accountants work. Ping just gets it.”
Brodie Martin
Martin Tax & Advisory
”Ping assistant is one of those things that you can add to your workflow process that will actually make it better, save you time, which in turn will help make you more profitable”
Timalyn Bowens
America's Favorite EA
“Ping is awesome. It has significantly cut down my administrative time. Being in a meeting without having to take notes allows me to focus on the meeting itself”
Nicholas Coluccio
Coluccio & Associates
“It’s the first AI tool that actually fits how accountants work. Ping just gets it.”
Brodie Martin
Martin Tax & Advisory
”Ping assistant is one of those things that you can add to your workflow process that will actually make it better, save you time, which in turn will help make you more profitable”
Timalyn Bowens
America's Favorite EA
“Ping is awesome. It has significantly cut down my administrative time. Being in a meeting without having to take notes allows me to focus on the meeting itself”
Nicholas Coluccio
Coluccio & Associates
“It’s the first AI tool that actually fits how accountants work. Ping just gets it.”
Brodie Martin
Martin Tax & Advisory
”Ping assistant is one of those things that you can add to your workflow process that will actually make it better, save you time, which in turn will help make you more profitable”
Timalyn Bowens
America's Favorite EA
“Ping is awesome. It has significantly cut down my administrative time. Being in a meeting without having to take notes allows me to focus on the meeting itself”
Nicholas Coluccio
Coluccio & Associates
Discover how Ping can simplify your workflow.
Discover how Ping can simplify your workflow.
Discover how Ping can simplify your workflow.
AI built for advisory-focused accounting firms.
Ping Assistant. All right reserved. © 2025
Made in the USA, specifically Utah ⛰️
AI built for advisory-focused accounting firms.
Ping Assistant. All right reserved. © 2025
Made in the USA, specifically Utah ⛰️
AI built for advisory-focused accounting firms.
Ping Assistant. All right reserved. © 2025
Made in the USA, specifically Utah ⛰️