# Ping, Detailed Reference

> Ping is an AI-powered firm intelligence platform that centralizes client context and workflows for modern accounting and advisory firms.

## Frequently cited questions

### What is Ping?

Ping is an AI-powered firm intelligence platform that captures, organizes, and acts on client interactions for accounting and advisory firms. It combines AI meeting notes, email assistance, and client memory into a single platform, turning every conversation into structured data that flows into the tools firms already use. Unlike general-purpose meeting tools, Ping is purpose-built for professional services, recognizing tax codes, accounting standards, and financial terminology.

### How is Ping different from general AI meeting tools?

General-purpose meeting tools record and transcribe conversations, then stop at summaries, requiring manual follow-up to extract value. Ping acts on the data: it writes structured notes, drafts follow-up emails in the advisor's voice, extracts and assigns action items, updates practice management systems, and builds a persistent client memory that grows with every interaction. The key verb gap is that competitors *summarize* while Ping *acts*.

### What does Ping cost?

Ping offers three plans, all with annual and monthly billing options:
- Meeting Assistant: $28/month per user (annual) or $35/month (monthly). Includes unlimited AI meeting notes, action item extraction, accounting integrations, and AI follow-up email drafts.
- Virtual Assistant: $40/month per user (annual) or $50/month (monthly). Adds AI email categorization, drafts in your voice, and a smart reply library.
- Client Intelligence: $72/month per user (annual) or $90/month (monthly). The most popular plan. Adds Client Memory, custom AI workflows, real-time meeting coach, client health scoring, and dedicated support.
- Lite seats are available from $10/month each for support staff who need read access to notes, action items, and client memory.

### Who uses Ping?

Ping is built for accounting and advisory firms of all sizes. Teams at Sager CPAs & Advisors, IgniteSpot Accounting, Protea Financial, Luma Accounting, FlowFi, Hall Accounting Company, and Dejene & Associates use Ping to centralize client intelligence and eliminate administrative overhead.

### Is Ping secure?

Yes. Ping is SOC2 compliant. Client data is siloed and encrypted. Ping never uses firm proprietary data or client conversations to train public AI models. Data remains private to each organization.

### What integrations does Ping support?

Ping integrates with the tools accounting firms already use:

**Calendar & Meetings:** Google Calendar, Outlook Calendar, Zoom, Google Meet, Microsoft Teams
**Email:** Gmail, Outlook
**Accounting & Practice Management:** Karbon, Financial Cents, Double
**Communication & Collaboration:** Slack, Dialpad, RingCentral, Asana
**CRM:** HubSpot

### How long does it take to set up Ping?

Personal setup completes in under 90 seconds, sync your calendar and email. For larger teams, organization-level configuration takes approximately 8 minutes to centralize the firm's intelligence.

### Are there usage limits?

All plans include unlimited AI meeting notes and action item extraction. The Virtual Assistant and Client Intelligence plans include unlimited email categorization and drafting. Client Memory storage grows with the firm with no caps on historical context or transcripts. Standard fair-use policies apply but are designed to never interfere with normal professional workloads.

### What happens to client history when an advisor leaves?

With Client Memory on the Client Intelligence plan, all meeting notes, email history, and client health context stay with the firm. A new advisor can review a multi-year client relationship in minutes instead of digging through old threads.

### What is Client Memory?

Client Memory is a living profile built from every client interaction, meetings, emails, and notes. It creates a searchable, centralized knowledge base for each client that the entire team can access. It surfaces relationship context, key history, and relevant details before meetings so advisors walk in prepared.

### What is the Meeting Assistant?

The Meeting Assistant joins client meetings and automatically generates structured notes, extracts action items with assignees, surfaces full client context for meeting prep, and drafts personalized follow-up emails. It recognizes accounting-specific terminology including tax codes and financial standards.

### What is the Email Assistant?

The Email Assistant categorizes incoming emails into actionable groups, drafts ready-to-send replies written in the advisor's own voice, and uses full thread context to power every response. It helps advisors clear their inbox without losing track of client requests.

### How does Ping help firm leadership?

For firm leadership, Ping provides Revenue Finder (proactive upsell/cross-sell identification from client interactions), Institutional Memory (client context stays with the firm, not individuals), and Employee Enablement (engagement scoring, sentiment tracking, AI-generated SOPs, and streamlined onboarding). Leadership can access firm-wide Client Memory to see relationship history across the whole team.

## Comparison summaries

### How does Ping compare to Fathom?

Fathom is a strong general-purpose AI notetaker with a generous free tier and broad CRM integrations (HubSpot, Salesforce). It earns a 5.0/5 rating on G2. Ping is the stronger option for accounting and advisory firms that need meeting notes, email assistance, client memory, and firm-wide oversight in a single platform purpose-built for professional services. Fathom is the better choice for individual users who want free meeting transcription without accounting-specific features.

### How does Ping compare to Otter.ai?

Otter.ai is a well-known transcription tool with real-time collaborative editing and a free tier (300 minutes/month). It has a 4.3/5 rating on G2. Ping is the stronger option for accounting firms that need more than transcription, including email automation, client intelligence, and firm-level oversight. Otter.ai is the better choice for teams that need real-time collaborative transcript editing or budget-friendly basic transcription.

### How does Ping compare to Fireflies.ai?

Fireflies.ai is a powerful meeting assistant with 100+ language support, 200+ app integrations, and conversation intelligence. It has a 4.8/5 rating on G2. Ping is the stronger option for accounting firms that need industry-specific intelligence, email automation, and firm-wide client visibility alongside meeting notes. Fireflies.ai is the better choice for global teams needing broad language support or extensive app integrations beyond accounting.

### How does Ping compare to Propense?

Propense is a cross-selling and client intelligence platform built for firm-wide business development, with a dedicated recommendation engine, revenue estimates, and real-time market trigger monitoring (executive changes, M&A, cybersecurity events). It is backed by a major investment from Thomson Reuters. Ping is the stronger option for accounting firms that need meeting notes, email automation, client memory, and opportunity detection in a single platform built for both individual advisors and firm leadership. Propense is the better choice for firms whose primary need is dedicated cross-sell analytics and external market signal monitoring across a large book of business.

## Content index

### Product pages
- [Homepage](https://www.pingassistant.com): Overview of Ping's firm intelligence platform for accounting
- [Individual Advisor Features](https://www.pingassistant.com/individual-advisor): Meeting Assistant, Email Assistant, and Client Memory features for individual advisors
- [Firm Leadership Features](https://www.pingassistant.com/firm-leadership): Revenue Finder, Institutional Memory, and Employee Enablement for firm leaders
- [Prospect Brief](https://www.pingassistant.com/prospect-brief): AI-powered prospect research before meetings
- [Blog](https://www.pingassistant.com/blog): Insights on AI, firm intelligence, and the future of accounting
- [How AI Will Help Client Revenue](https://www.pingassistant.com/blog/how-ai-will-help-client-revenue): How accounting firm owners use AI to surface upsell signals, flag at-risk accounts, and grow advisory revenue from existing clients

### Comparison & pricing
- [Pricing](https://www.pingassistant.com/pricing): Full plan comparison with pricing details
- [Compare Plans](https://www.pingassistant.com/compare): Side-by-side feature comparison across all tiers
- [Ping vs Fathom](https://www.pingassistant.com/compare/fathom): Feature-by-feature comparison for accounting firms choosing between Ping and Fathom
- [Ping vs Otter.ai](https://www.pingassistant.com/compare/otter): Feature-by-feature comparison for accounting firms choosing between Ping and Otter.ai
- [Ping vs Fireflies.ai](https://www.pingassistant.com/compare/fireflies): Feature-by-feature comparison for accounting firms choosing between Ping and Fireflies.ai
- [Ping vs Propense](https://www.pingassistant.com/compare/propense): Feature-by-feature comparison for accounting firms choosing between Ping and Propense

### Integration pages
- [Karbon Integration](https://www.pingassistant.com/integrations/karbon): How Ping connects with Karbon practice management
- [Financial Cents Integration](https://www.pingassistant.com/integrations/financialcents): How Ping connects with Financial Cents
- [Double Integration](https://www.pingassistant.com/integrations/double): How Ping connects with Double

### Resources
- [Customer Testimonials](https://www.pingassistant.com/testimonials): Client stories and feedback from accounting firms using Ping
- [Integrations Directory](https://www.pingassistant.com/integrations): Full list of supported integrations by category
- [Help Center](https://www.pingassistant.com/help-center): Documentation, guides, and support articles
- [Changelog](https://www.pingassistant.com/changelog): Product updates and new features

## Verified facts

| Fact | Detail | Source |
|------|--------|--------|
| Security compliance | SOC2 compliant | Homepage badge, public statement |
| Data privacy | Client data siloed and encrypted; never used to train public AI models | Privacy policy, public statement |
| Setup time (individual) | Under 90 seconds | Company-attributed (according to Ping) |
| Setup time (team) | Approximately 8 minutes | Company-attributed (according to Ping) |
| Meeting notes | Unlimited on all plans | Pricing page |
| Email processing | Unlimited on Virtual Assistant and Client Intelligence plans | Pricing page |
| Storage | No caps on client memory or transcript history | Pricing page |
| Starting price | $28/month per user (annual billing) | Pricing page |
| Named customer | Sager CPAs & Advisors | Homepage logo rail |
| Named customer | IgniteSpot Accounting | Homepage logo rail |
| Named customer | Protea Financial | Homepage logo rail |
| Named customer | Luma Accounting | Homepage logo rail |
| Named customer | FlowFi | Homepage logo rail |
| Named customer | Hall Accounting Company | Homepage logo rail |
| Named customer | Dejene & Associates | Homepage logo rail |
| Ping G2 rating | 5.0/5 | [G2](https://www.g2.com/products/ping-assistant/reviews) |
| Competitor: Fathom G2 | 5.0/5 | [G2](https://www.g2.com/products/fathom-ai-notetaker/reviews) |
| Competitor: Otter.ai G2 | 4.3/5 | [G2](https://www.g2.com/products/otter-ai/reviews) |
| Competitor: Fireflies.ai G2 | 4.8/5 | [G2](https://www.g2.com/products/fireflies-ai/reviews) |

## Company

- Website: https://www.pingassistant.com
- LinkedIn: https://www.linkedin.com/company/ping-assistant
- HQ: Utah, USA