Integrations

Ping X Microsoft Teams

Integrations

Ping X Microsoft Teams

Integrations

Ping X Microsoft Teams

Now get more out of Microsoft Teams with Ping Assistant.

Now get more out of Microsoft Teams with Ping Assistant.

Now get more out of Microsoft Teams with Ping Assistant.

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

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

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

ping and teams logo
ping and teams logo
ping and teams logo

What can you do with Ping + Microsoft Teams?

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Step 1

Request your access code

Email the Karbon Partnerships Team at and request a Ping integration access code

Step 1

Request your access code

Email the Karbon Partnerships Team at and request a Ping integration access code

Step 1

Request your access code

Email the Karbon Partnerships Team at and request a Ping integration access code

Step 2

Open your Ping settings

Log in to your Ping account Click your profile icon → Settings Select the Integrations tab

Step 2

Open your Ping settings

Log in to your Ping account Click your profile icon → Settings Select the Integrations tab

Step 2

Open your Ping settings

Log in to your Ping account Click your profile icon → Settings Select the Integrations tab

Step 3

Add your Karbon code

Scroll to the Karbon section → Paste your access code into the field provided → Click Connect

Step 3

Add your Karbon code

Scroll to the Karbon section → Paste your access code into the field provided → Click Connect

Step 3

Add your Karbon code

Scroll to the Karbon section → Paste your access code into the field provided → Click Connect

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

Pricing Plans

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.

Every feature you need now and as you scale.

Monthly

Annual

Starting firm

For solo accountants just getting started

Apply

We love supporting new firms!

Apply for the start-up package if your firm is <1 year old

Limited meetings and AI functionality

One seat max

Most Popular

Core

For accountants and teams with consistent meeting volume

$30

per month per user

Unlimited Lite seats ($10/mo each)

Unlimited AI output

Unlimited teams

Full client profile

Dedicated support 

Organization-level configuration

Enterprise

Custom solutions for large organizations

Contact Us

3 Custom AI Tool

Unlimited Lite seats ($10/mo each)

Unlimited AI output

Unlimited teams

Full client profile

Dedicated support 

Team analytics support

Firm specific AI coaching

Monthly

Annual

Starting firm

For solo accountants just getting started

Apply

We love supporting new firms!

Apply for the start-up package if your firm is <1 year old

Limited meetings and AI functionality

One seat max

Most Popular

Core

For accountants and teams with consistent meeting volume

$30

per month per user

Unlimited Lite seats ($10/mo each)

Unlimited AI output

Unlimited teams

Full client profile

Dedicated support 

Organization-level configuration

Enterprise

Custom solutions for large organizations

Contact Us

3 Custom AI Tool

Unlimited Lite seats ($10/mo each)

Unlimited AI output

Unlimited teams

Full client profile

Dedicated support 

Team analytics support

Firm specific AI coaching

Monthly

Annual

Starting firm

For solo accountants just getting started.

Apply

We love supporting new firms!

Apply for the start-up package if your firm is <1 year old

Limited meetings and AI functionality

One seat max

Most Popular

Core

For accountants and teams with consistent meeting volume

$30

per month per user

Unlimited Lite seats ($10/mo each)

Unlimited AI output

Unlimited teams

Full client profile

Dedicated support 

Organization-level configuration

Enterprise

Custom solutions for large organizations

Contact Us

3 Custom AI Tool

Unlimited Lite seats ($10/mo each)

Unlimited AI output

Unlimited teams

Full client profile

Dedicated support 

Team analytics support

Firm specific AI coaching

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

AI built for advisory-focused accounting firms.

Ping Assistant. All right reserved. © 2025

AI built for advisory-focused accounting firms.

Ping Assistant. All right reserved. © 2025