Integrations

Ping X Double

Now get more out of Double with Ping.

Now get more out of Double with Ping.

Ping Assistant now integrates with Double — turning your client data into actionable insights and personalized communication.

Ping Assistant now integrates with Double — turning your client data into actionable insights and personalized communication.

Ping Assistant now integrates with Double — turning your client data into actionable insights and personalized communication.

ping and double logos

What can you do with Ping + Double?

It's easy to connect

Tasks

Push action items into Double

Ping pulls action items from client meetings and turns them into assignable tasks in Double.

Tasks

Push action items into Double

Ping pulls action items from client meetings and turns them into assignable tasks in Double.

Notes

Sync notes to clients

Right after a client calls, a clear summary of your meeting is sent to your client's page.

Notes

Sync notes to clients

Right after a client calls, a clear summary of your meeting is sent to your client's page.

Connection

It's easy to connect

Simply generate your Client Secret and Client ID in your settings and you're done!

Connection

It's easy to connect

Simply generate your Client Secret and Client ID in your settings and you're done!

That’s it!

That’s it!

It’s as simple as it looks.

It’s as simple as it looks.

Meet Ping’s
Client Intelligence

An AI that knows your client

Meetings and emails are securely put in a data lake of client interactions that builds a client profile you and your team can easily search.

Real-time insights that elevate every interaction

Instantly surface relationship context, risks, and opportunities to deliver smarter, more proactive service.

Stronger teams and smarter leadership decisions

No matter how many different team members are interacting with a client. Leadership gets a clear, data-driven view of firm performance and client experience.

An AI that knows your client

Meetings and emails are securely put in a data lake of client interactions that builds a client profile you and your team can easily search.

Real-time insights that elevate every interaction

Instantly surface relationship context, risks, and opportunities to deliver smarter, more proactive service.

Stronger teams and smarter leadership decisions

No matter how many different team members are interacting with a client. Leadership gets a clear, data-driven view of firm performance and client experience.

Meet Ping’s
Client Intelligence

An AI that knows your client

Meetings and emails are securely put in a data lake of client interactions that builds a client profile you and your team can easily search.

Real-time insights that elevate every interaction

Instantly surface relationship context, risks, and opportunities to deliver smarter, more proactive service.

Stronger teams and smarter leadership decisions

No matter how many different team members are interacting with a client. Leadership gets a clear, data-driven view of firm performance and client experience.

Meet Ping’s
Meeting Assistant

Always-ready meeting prep with zero effort

Ping captures every conversation and surfaces the critical context before any meeting, so you walk in prepared with key notes, history, and priorities automatically laid out.

Structured notes and tasks that flow into your existing tools

Every meeting is instantly transformed into clean summaries, action items, and decisions that sync directly into your project management or workflow system. No extra steps.

Automatic, personalized follow-ups that reflect the conversation

Ping drafts tailored follow-up emails based on what was discussed, ensuring timely, consistent communication that moves work forward without adding work to your plate.

Always-ready meeting prep with zero effort

Ping captures every conversation and surfaces the critical context before any meeting, so you walk in prepared with key notes, history, and priorities automatically laid out.

Structured notes and tasks that flow into your existing tools

Every meeting is instantly transformed into clean summaries, action items, and decisions that sync directly into your project management or workflow system. No extra steps.

Automatic, personalized follow-ups that reflect the conversation

Ping drafts tailored follow-up emails based on what was discussed, ensuring timely, consistent communication that moves work forward without adding work to your plate.

Meet Ping’s
Meeting Assistant

Always-ready meeting prep with zero effort

Ping captures every conversation and surfaces the critical context before any meeting, so you walk in prepared with key notes, history, and priorities automatically laid out.

Structured notes and tasks that flow into your existing tools

Every meeting is instantly transformed into clean summaries, action items, and decisions that sync directly into your project management or workflow system. No extra steps.

Automatic, personalized follow-ups that reflect the conversation

Ping drafts tailored follow-up emails based on what was discussed, ensuring timely, consistent communication that moves work forward without adding work to your plate.

Meet Ping’s
Email Assistant

Intelligent email triage. It’s like having a VA managing your inbox.

Ping automatically sorts every incoming message into clear, actionable labels, so you instantly see what needs attention and never lose track of a client request.

Ready-to-send drafts written in your voice

Every email that requires a response already has a polished draft waiting, written in your tone and powered by the full context of the thread and Client Intelligence.

Intelligent email triage. It’s like having a VA managing your inbox.

Ping automatically sorts every incoming message into clear, actionable labels, so you instantly see what needs attention and never lose track of a client request.

Ready-to-send drafts written in your voice

Every email that requires a response already has a polished draft waiting, written in your tone and powered by the full context of the thread and Client Intelligence.

Meet Ping’s
Email Assistant

Intelligent email triage. It’s like having a VA managing your inbox.

Ping automatically sorts every incoming message into clear, actionable labels, so you instantly see what needs attention and never lose track of a client request.

Ready-to-send drafts written in your voice

Every email that requires a response already has a polished draft waiting, written in your tone and powered by the full context of the thread and Client Intelligence.

Meet Ping’s Client Intelligence.

Meet Ping’s Client Intelligence.

Meet Ping’s Client Intelligence.

Pricing Plans

Focus on being an advisor, not an admin.

Every feature you need now and as you scale.

Every feature you need now and as you scale.

Monthly

Annual

Meeting Assistant

Turn conversations into action items.

$35

per month per user

Unlimited Lite seats ($10/mo each)

AI Meeting Notes

Accounting Integrations

Action Item Extraction & Assignment

AI Chat Across Meetings

AI Follow-Up Email Drafts

Virtual Assistant

From meeting notes to drafted replies.

$50

per month per user

Everything in Meeting Assistant

Unlimited Lite seats ($10/mo each)

AI Email Categorization

Drafts replies in your voice

Smart Reply Library

Onboarding session with a specialist

Most Popular

Client Intelligence

An AI brain that knows every client.

$90

per month per user

Everything in Virtual Assistant

Unlimited Lite seats ($20/mo each)

Client Memory

Custom AI Workflows

Real-Time Meeting Coach

Dedicated support 

Client Health Scoring

Guided Onboarding & Setup

Monthly

Annual

Meeting Assistant

Turn conversations into action items.

$35

per month per user

Unlimited Lite seats ($10/mo each)

AI Meeting Notes

Accounting Integrations

Action Item Extraction & Assignment

AI Chat Across Meetings

AI Follow-Up Email Drafts

Virtual Assistant

From meeting notes to drafted replies.

$50

per month per user

Everything in Meeting Assistant

Unlimited Lite seats ($10/mo each)

AI Email Categorization

Drafts replies in your voice

Smart Reply Library

Onboarding session with a specialist

Most Popular

Client Intelligence

An AI brain that knows every client.

$90

per month per user

Everything in Virtual Assistant

Unlimited Lite seats ($20/mo each)

Client Memory

Custom AI Workflows

Real-Time Meeting Coach

Dedicated support 

Client Health Scoring

Guided Onboarding & Setup

Monthly

Annual

Meeting Assistant

For solo accountants just getting started.

$35

per month per user

Unlimited Lite seats ($10/mo each)

AI Meeting Notes

Accounting Integrations

Action Item Extraction & Assignment

AI Chat Across Meetings

AI Follow-Up Email Drafts

Virtual Assistant

From meeting notes to drafted replies.

$50

per month per user

Everything in Meeting Assistant

Unlimited Lite seats ($10/mo each)

AI Email Categorization

Drafts replies in your voice

Smart Reply Library

Onboarding session with a specialist

Most Popular

Client Intelligence

Custom solutions for large organizations

$90

per month per user

Everything in Virtual Assistant

Unlimited Lite seats ($20/mo each)

Client Memory

Custom AI Workflows

Real-Time Meeting Coach

Dedicated support 

Client Health Scoring

Guided Onboarding & Setup

What our clients are saying

Hear how Ping makes work easier for our clients.

What our clients are saying

Hear how Ping makes work easier for our clients.

What our clients are saying

Hear how Ping makes work easier for our clients.

AI built for advisory-focused accounting firms.

Ping Assistant. All right reserved. © 2025

Made in the USA, specifically Utah ⛰️

AI built for advisory-focused accounting firms.

Ping Assistant. All right reserved. © 2025

Made in the USA, specifically Utah ⛰️

AI built for advisory-focused accounting firms.

Ping Assistant. All right reserved. © 2025

Made in the USA, specifically Utah ⛰️