Welcome to Ping Assistant

Ping Assistant is your AI-powered client memory system designed specifically for accounting firms. This guide will help you get up and running quickly.

What is Ping Assistant?

Ping Assistant automatically captures and organizes client interactions from meetings, emails, and conversations, making it easy to access important client context whenever you need it.

Quick Setup Steps

1. Connect your calendar - Link your Teams or Google Calendar

2. Set up integrations - Connect your practice management software (Karbon, TaxDome, etc.)

3. Start your first meeting - Use the Meeting Assistant to capture your next client call

4. Enable Email Assistant - Let Ping capture important client details from emails

Key Features to Explore

• Meeting Assistant - Automatic transcription and summaries

• Email Assistant - Smart capture of client information

• Client Intelligence - Unified view of all client interactions

• Ask Ping - Search across all your client data

Need Help?

Check out our integration guides or reach out to support@pingassistant.com