Tax to CAS,
without the dropped handoffs.
The signals between your tax and CAS practices stop disappearing.
The conversation nobody else hears about.
A tax client mentions on a quarterly call that they're hiring a marketer. Big push next year, planning to grow. The advisor on the call notes it, moves on, doesn't think to flag it.
The CAS team never hears. The bookkeeping question that should have come back to your firm goes somewhere else. Six months later, the client has already onboarded their own bookkeeper. You find out at the next quarterly.
That was a CAS engagement that was sitting on the table. Nobody on the team did anything wrong. The information just lived in one advisor's head.
What changes when the whole team can see it.
Three things, sized for a firm that doesn't have a CRM admin or a head of ops.
Capture every client conversation.
Ping joins meetings on Zoom, Teams, and Google Meet. Notes and action items land in inbox and your practice management tool. Every advisor, every client, every call.
One shared picture of every client.
The next person on the account can see what's already been discussed. New hires get up to speed in minutes. Partners get a real view of where each relationship stands without calling a meeting about it.
Catch the cross-team threads.
When a tax client mentions something a CAS advisor should know about, it doesn't sit in one inbox. Ping flags the threads worth a follow-up so revenue between service lines stops slipping through.
Plugs into what your firm already runs on.
We started with the practice management tools that small firms actually use. Then meetings. Then the rest of the stack.
Tasks, deadlines, and client records flow back into the system of record.
Karbon
Email and workflow management for accounting firms.
Financial Cents
Workflow management for accounting teams.
Anchor
Modern accounting practice management platform.
Double (ex Keeper)
Practice management built for accountants.
Ping joins the call, captures the conversation, and writes it up.
Zoom
Video conferencing for client meetings.
Microsoft Teams
Team chat, meetings, and collaboration.
Google Meet
Link-based video meetings from Google Workspace.
The places your team already lives. No new app to log into.
Slack
Team messaging and real-time communication.
Asana
Project and task management for the team.
Google Calendar
Scheduling and shared availability.
Outlook Calendar
Microsoft's calendar for meetings and planning.
Gmail
Send drafts and capture context from email.
Outlook
Microsoft mail for drafts and email triage.
Less than 4 minutes to connect everything. No phase 2.
One partner connects calendar, email, and the practice management tool. The team keeps working. Ping shows up in meetings the next morning.
Loved by teams everywhere
Hundreds of accounting firms trust Ping to run and scale.
"If you aren't using Ping Assistant you're missing out."
"I've said it before... I LOVE ALL THINGS PING"
"WHAT?!??!?! You have NO idea how excited I am right now! I just kicked back my chair and did the WORST but most spunky dance moves to celebrate. I'm running to look for that email now. THANK YOU! You are my favorite person ever right now!"
"Btw the slack integration is the chefs kiss."
"Thank you! Your entire team has been amazing. You provide truly top-notch support with fast response times, and I greatly appreciate the attention you give to customer satisfaction. Please keep up the great work, it makes a real difference. Considering I am not a tech savvy person."
"If you aren't using Ping Assistant you're missing out."
"I've said it before... I LOVE ALL THINGS PING"
"WHAT?!??!?! You have NO idea how excited I am right now! I just kicked back my chair and did the WORST but most spunky dance moves to celebrate. I'm running to look for that email now. THANK YOU! You are my favorite person ever right now!"
"Btw the slack integration is the chefs kiss."
"Thank you! Your entire team has been amazing. You provide truly top-notch support with fast response times, and I greatly appreciate the attention you give to customer satisfaction. Please keep up the great work, it makes a real difference. Considering I am not a tech savvy person."
"If you aren't using Ping Assistant you're missing out."
"I've said it before... I LOVE ALL THINGS PING"
"WHAT?!??!?! You have NO idea how excited I am right now! I just kicked back my chair and did the WORST but most spunky dance moves to celebrate. I'm running to look for that email now. THANK YOU! You are my favorite person ever right now!"
"Btw the slack integration is the chefs kiss."
"Thank you! Your entire team has been amazing. You provide truly top-notch support with fast response times, and I greatly appreciate the attention you give to customer satisfaction. Please keep up the great work, it makes a real difference. Considering I am not a tech savvy person."
"Sidebar, this morning I queried my Ping assistant about a very specific comment someone made on a zoom last week and it barfed it back up in seconds like my own personal court stenographer. Now that's a great use case!"
"Hey Camden, thanks for the note. To be candid, we're currently vetting Ping, Abacor, Granola, and Clickup on the meeting assistant front. Not kissing up, but Ping is currently the frontrunner. The responsiveness from Chad on the API and the momentum your team seems to have is great."
"Ping has exceeded my expectations and completely wowed me! In the last year, we have rolled out a new service offering in which we interview a company's accounting team, then we process document all of their tasks, make recommendations, and identify internal control risk areas. This morning, I asked Ping to review the initial meetings we had with the team, create an executive summary for the owners, and create a framework of focus areas based on the duties they told us they performed. Ping blew it out of the water and saved me hours of work! Not only did it give me what I asked for, but it also incorporated focus areas based on feedback we received from the owners via email and created a checklist for our next meetings. It was beautiful!"
"Over the years, I tried a number of different meeting recording tools, and most of them left me feeling underwhelmed. They were overly complicated, didn't do what I needed, or were simply too expensive. Ping was the first platform that actually felt built with accountants in mind. Camden and his team truly listen to feedback and continuously improve the product. Ping has become an integral part of our tech stack and has genuinely made my life easier."
"Oh of course! Conversing with you at the event made a lasting impression & you've built a product that truly stands up to what it promises. You have lots to be proud of as a founder & I am happy to support!"
"Ping Assistant is one of those tools you can add to your workflow that actually makes it better, saves you time, and ultimately helps you become more profitable."
"Sidebar, this morning I queried my Ping assistant about a very specific comment someone made on a zoom last week and it barfed it back up in seconds like my own personal court stenographer. Now that's a great use case!"
"Hey Camden, thanks for the note. To be candid, we're currently vetting Ping, Abacor, Granola, and Clickup on the meeting assistant front. Not kissing up, but Ping is currently the frontrunner. The responsiveness from Chad on the API and the momentum your team seems to have is great."
"Ping has exceeded my expectations and completely wowed me! In the last year, we have rolled out a new service offering in which we interview a company's accounting team, then we process document all of their tasks, make recommendations, and identify internal control risk areas. This morning, I asked Ping to review the initial meetings we had with the team, create an executive summary for the owners, and create a framework of focus areas based on the duties they told us they performed. Ping blew it out of the water and saved me hours of work! Not only did it give me what I asked for, but it also incorporated focus areas based on feedback we received from the owners via email and created a checklist for our next meetings. It was beautiful!"
"Over the years, I tried a number of different meeting recording tools, and most of them left me feeling underwhelmed. They were overly complicated, didn't do what I needed, or were simply too expensive. Ping was the first platform that actually felt built with accountants in mind. Camden and his team truly listen to feedback and continuously improve the product. Ping has become an integral part of our tech stack and has genuinely made my life easier."
"Oh of course! Conversing with you at the event made a lasting impression & you've built a product that truly stands up to what it promises. You have lots to be proud of as a founder & I am happy to support!"
"Ping Assistant is one of those tools you can add to your workflow that actually makes it better, saves you time, and ultimately helps you become more profitable."
"Sidebar, this morning I queried my Ping assistant about a very specific comment someone made on a zoom last week and it barfed it back up in seconds like my own personal court stenographer. Now that's a great use case!"
"Hey Camden, thanks for the note. To be candid, we're currently vetting Ping, Abacor, Granola, and Clickup on the meeting assistant front. Not kissing up, but Ping is currently the frontrunner. The responsiveness from Chad on the API and the momentum your team seems to have is great."
"Ping has exceeded my expectations and completely wowed me! In the last year, we have rolled out a new service offering in which we interview a company's accounting team, then we process document all of their tasks, make recommendations, and identify internal control risk areas. This morning, I asked Ping to review the initial meetings we had with the team, create an executive summary for the owners, and create a framework of focus areas based on the duties they told us they performed. Ping blew it out of the water and saved me hours of work! Not only did it give me what I asked for, but it also incorporated focus areas based on feedback we received from the owners via email and created a checklist for our next meetings. It was beautiful!"
"Over the years, I tried a number of different meeting recording tools, and most of them left me feeling underwhelmed. They were overly complicated, didn't do what I needed, or were simply too expensive. Ping was the first platform that actually felt built with accountants in mind. Camden and his team truly listen to feedback and continuously improve the product. Ping has become an integral part of our tech stack and has genuinely made my life easier."
"Oh of course! Conversing with you at the event made a lasting impression & you've built a product that truly stands up to what it promises. You have lots to be proud of as a founder & I am happy to support!"
"Ping Assistant is one of those tools you can add to your workflow that actually makes it better, saves you time, and ultimately helps you become more profitable."
Questions partners ask
Ping shows up in the meetings your team was already going to take. Notes land in the email they already check. Action items appear in Karbon, Financial Cents, or whichever practice management tool you already use. There is nothing new for the team to log into.
Ping is SOC 2 compliant. Your firm's data and client conversations never get used to train public AI models. Your data is encrypted and siloed to your firm.
No. One partner can connect calendar, email, and your practice management tool. Less than 4 minutes total. No phase 2, no rollout plan.
Most notetakers are per-meeting. Each advisor has their own pile of transcripts and the firm has no shared picture. Ping holds context across the whole team. The next person on an account can see what was said the last three times someone met with that client. Cross-sell signals between tax and CAS show up where leadership can see them, not buried in one advisor's inbox.
You get 14 days to test Ping with real client meetings, no credit card needed. After that, you can still view old meetings, but you'll need a plan to capture new ones. If you want a hand picking the right tier for the firm, the demo is the right place to start.
Get the team on the same page.
Start the trial today, or book a 15-minute walkthrough with someone on our team.