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Assistant Best note taker for accounting firms Notes, prep, and follow-ups, automatically. Email assistant Triage and drafts written in your voice. Meeting scheduler Booking links that sync to every client. Proposal creation Agent-drafted proposals from real context.
Firm Oversight Opportunity finder Surface upsell and cross-sell signals. Firm intelligence See how your firm and clients are really doing. Coaching & scorecards Scorecards, sentiment, and guides. Guides Your firm's best work, captured live and repeatable.
Tools & Automation AI workflows Automate the busywork end to end. Video messages Async video walkthroughs for clients. MCP server Plug your firm's context into any AI. Mobile & desktop apps Ping on your phone, Mac, and PC.
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▶ 3:32 New Clients Clients 101 Course A crash course on the Clients tab. ▶ 1:18 New Email Assistant Email Assistant 101 Auto-labeling, draft replies, and inbox skips. ▶ 3:40 New Meetings Meetings 101 Course Notes, sync, and analytics for every meeting.

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