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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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Recording, notetaker, transcripts, notes, tagging, sharing, speaker corrections, and meeting troubleshooting.

Enable Zoom Meeting Captions Enabling Imports from Fathom into Ping How Participants Are Added to Meetings in Ping How to Import Your Otter.ai Meetings into Ping How to Record In Person Meetings on Ping How to Record Phone Calls How to Save and Reuse Meeting Views How to Share a Meeting Importing Fireflies.ai Meetings into Ping Meeting Trimming Meeting Visibility & Privacy Notetaker Controls for Shared Meetings Record online meetings without a bot using Ping Desktop Set up and use Meeting Scheduler Understanding Meeting Tags Use Ping Mobile to record meetings and Ask Ping What Happens After a Meeting Ends
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