Welcome to Ping Assistant

Welcome to Ping Assistant. Ping is client memory for accounting firms, built to help you and your team strengthen your most valuable asset: client relationships.

Ping gathers your client interactions from emails, meetings, and connected tools into one centralized, queryable database. This allows you to remember important details, surface action items, and ensure nothing slips through the cracks. Using this context, Ping can help you draft emails, track follow-ups, and push key client information into your practice management system or other sources of truth.

To get the most value from Ping, start by completing the three steps below.

Get set up in three steps

Follow these steps:

  1. Connect your calendar so Ping can capture meeting context and turn conversations into Client Intelligence.

Learn how to connect your calendar

  1. Connect your email so your new Email Assistant can use email context to build Client Intelligence and help you draft better client communications.

Learn how to connect your email

  1. Connect any other integrations your firm uses, like your practice management software (Karbon, Financial Cents, Teamwork) or CRM (HubSpot, Salesforce). You can find all available integrations under Settings → Integrations. If a tool you rely on isn't supported yet, email us and we'll add it to our roadmap.

What happens next

Once you’re connected, Ping starts building Client Intelligence automatically from your day-to-day work. You’ll be able to:

  • Ask questions about your clients and get instant, accurate answers.
  • Draft emails using full client context.
  • Track action items and key details without manual note-taking.
  • Identify opportunities to automate internal workflows.

Our AI implementation team is always happy to work with you to identify processes that can be automated using client intelligence.

Key features to explore

Once you're set up, these are the main things to try first:

  • Meeting Assistant — automatic transcription, summaries, and action items from your calls.
  • Email Assistant — smart capture of client information from your inbox, plus drafted replies.
  • Client Intelligence — one unified view of every interaction with each client.
  • Ask Ping — ask questions across all your client data from anywhere in the app.

Need help or have feedback

We love user feedback. If there’s a problem you think Ping can solve, or a feature you’d like to see, let us know. We’re constantly releasing new updates to improve your experience.

If you have questions, reach out anytime. Someone from our team will respond over email or hop on a quick call to help you get set up.

Welcome to Ping Assistant—we’re excited to have you.