Welcome to Ping

Ping is your firm’s Client Memory — a central place that automatically captures and organizes everything your team knows about your clients.

It connects to your Google or Outlook email and calendar, pulling in meeting notes and communications so nothing slips through the cracks. With AI summaries and search, you can instantly recall what was discussed, what’s pending, and what matters most for each client.

Ping is built for accounting firms, bookkeepers, and wealth advisors who want to save time, reduce errors, and keep their entire team aligned.

To get started, connect your integrations and explore your client timelines — Ping will start building your Client Memory automatically.