Product
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.
Client intelligence
Integrations
Pricing
Security
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Product
Best note taker for accounting firms
Email assistant
Meeting scheduler
Proposal creation
Opportunity finder
Firm intelligence
Coaching & scorecards
Guides
AI workflows
Video messages
MCP server
Mobile & desktop apps
Client intelligence
Integrations
Pricing
Security
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Help Center
Video library
Explore everything Ping can do
Short videos and guides for every feature. Find something new.
⌕
All
Meetings
Clients
Email Assistant
Revenue Finder
Frim
Admin Tools
Meetings
▶
3:40
Meetings 101 Course
Notes, sync, and analytics for every meeting.
▶
1:09
New Capture
▶
0:47
Upcoming Meetings
Managing upcoming meetings and note-taker settings
▶
Ask Ping - Meetings
Using Ask Ping after a meeting
▶
Meeting tags
Organizing meetings with custom tags and views
▶
0:50
Reviewing Past Meetings
Reviewing past meetings and drafting follow-ups
▶
0:46
Meetings page overview - redflags
Fixing unlinked client meetings in the CRM
Clients
▶
3:32
Clients 101 Course
A crash course on the Clients tab.
▶
0:41
Importing Clients
Importing clients to build client intelligence
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0:47
How Client Intelligence is created - email connection
How client intelligence gets created and connected
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0:55
Ask Ping - Clients
Using Ask Ping on the client tab
Email Assistant
▶
1:18
Email Assistant 101
Auto-labeling, draft replies, and inbox skips.
Revenue Finder
▶
1:36
Revenue Finder 101 Course
Set up Revenue Finder and link your clients.
Frim
▶
2:19
How to Use AskPing
Ask Ping deep dive: query clients, draft, find revenue
Admin Tools
▶
0:53
Sync Notes and Action Items
Syncing action items to practice management tools
▶
1:25
Connecting Email and Calendar
How to connect your email and calendar to Ping
▶
0:41
Add Billing Details
Entering billing details to activate your account