Preferred partner Ping, for firms that run on TaxDome.
TaxDome runs your practice. Ping takes the notes on every client call and saves them to that client in TaxDome.
The call ends. The notes are already in TaxDome.
- 1
Ping joins the call
Zoom, Google Meet, Teams, or the phone.
- 2
It writes the notes
A summary, action items, and a follow-up draft.
- 3
They land on the client
Saved to the right account in TaxDome.
SOC 2 compliant. Never trains AI on your data. Listed in the TaxDome marketplace.
Questions
What syncs between Ping and TaxDome?
Clients and meeting notes. Your TaxDome clients show up in Ping, and notes from each meeting are saved to that client in TaxDome.
What does preferred partner mean?
Ping is listed in the TaxDome integrations marketplace and recommended to TaxDome firms that want their client conversations covered.
Do I need TaxDome to use Ping?
No. Ping works on its own with your calendar and video tools.
How much does Ping cost?
From $28 per user per month, billed annually, with a 14-day free trial.