Ping
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2 months of Ping for free!

We turn meetings, emails, and client interactions into Client Intelligence for your team and Firm Intelligence for leadership.

✓ Easy to implement ✓ Stop taking notes ✓ Assign action items

See Ping in action

A quick walkthrough of how Ping works for your firm.

Client Intelligence

Every meeting and email builds a living profile of each client that your whole team can search.

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.

Client Intelligence interface

Real-time insights that elevate every interaction

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

Real-time insights

Meeting Assistant

Ping joins your meetings, captures everything, and delivers structured notes and action items automatically.

Always-ready meeting prep with zero effort

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

Meeting prep

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 system.

Structured notes

Email Assistant

Ping triages your inbox and drafts replies in your voice so you can focus on what matters.

Intelligent email triage

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.

Email triage

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.

Email drafts

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."
Brooks Brown Cannon & Brown
"I've said it before... I LOVE ALL THINGS PING"
Robert Jones RC Jones & Associates
"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!"
Nicole Anderson Anderson Tax
"Btw the slack integration is the chefs kiss."
Richard Roundtable Labs & Tax Retreat
"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."
Nika Redding Redding Tax Strategies
"If you aren't using Ping Assistant you're missing out."
Brooks Brown Cannon & Brown
"I've said it before... I LOVE ALL THINGS PING"
Robert Jones RC Jones & Associates
"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!"
Nicole Anderson Anderson Tax
"Btw the slack integration is the chefs kiss."
Richard Roundtable Labs & Tax Retreat
"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."
Nika Redding Redding Tax Strategies
"If you aren't using Ping Assistant you're missing out."
Brooks Brown Cannon & Brown
"I've said it before... I LOVE ALL THINGS PING"
Robert Jones RC Jones & Associates
"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!"
Nicole Anderson Anderson Tax
"Btw the slack integration is the chefs kiss."
Richard Roundtable Labs & Tax Retreat
"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."
Nika Redding Redding Tax Strategies
"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!"
Anonymous Anonymous Firm
"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."
Anonymous Anonymous Firm
"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!"
Anonymous WGCS
"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."
Zane Stevens Protea Financial
"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!"
Felicia Tanzi Clean Bee Consulting
"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."
Timalyn Bowens Bowens Tax Solutions
"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!"
Anonymous Anonymous Firm
"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."
Anonymous Anonymous Firm
"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!"
Anonymous WGCS
"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."
Zane Stevens Protea Financial
"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!"
Felicia Tanzi Clean Bee Consulting
"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."
Timalyn Bowens Bowens Tax Solutions
"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!"
Anonymous Anonymous Firm
"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."
Anonymous Anonymous Firm
"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!"
Anonymous WGCS
"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."
Zane Stevens Protea Financial
"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!"
Felicia Tanzi Clean Bee Consulting
"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."
Timalyn Bowens Bowens Tax Solutions

Ready to get started? Future Firm members get 2 months free.