Ping
Right Exit Partner

Find the revenue hiding in your client conversations.

Ping is built only for accounting firms. Right Exit clients get private onboarding and 3 months of Ping free.

Ping is built only for accounting firms.

Opportunity detection

Finds the upsell and cross-sell hiding in client conversations, so the work you already do turns into more revenue.

  • Upsell signal detection
  • Cross-sell opportunities across departments
  • At-risk client alerts
  • Live suggested questions in meetings
  • Proactively scoped service recommendations

Client Intelligence

Builds an AI brain for every client from meetings, emails, and calls, so any advisor can step in and know the full story.

  • A living profile for every client
  • Meetings, emails, and calls captured automatically
  • Full client history, searchable in seconds
  • Shared context across the whole team
  • Key relationship history surfaced before every call

AI Admin

Sits in every meeting, organizes your inbox, and drafts responses in your voice, so the admin stops eating your day.

  • AI meeting notes and summaries
  • Action items extracted and assigned
  • Inbox sorted into what needs action
  • Follow-up emails drafted in your voice
  • Syncs to your practice management tools

What people say about Ping

Ping is really making me into the advisor I always strived to be, with follow-up emails and organization of information at my fingertips.

But don't tell too many people, this is giving me an advantage over other firms until they catch on.

Jennifer Glassmoyer Jennifer Glassmoyer, CPA Avodah CPA

Want us to set it up with you?

Book your private onboarding and we'll run Ping on your firm's own client conversations, live. Right Exit clients get the first 3 months free.

Book private onboarding

Or watch an accountant demo Ping.

Partnerships

Integrations

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

Frequently asked questions

What do Right Exit clients get?

Private onboarding with the Ping team plus your first 3 months of Ping free. You get set up on your own firm's client conversations from day one, with no guesswork.

How does the private onboarding work?

You book a kickoff with our team, we connect your calendar and email, and we configure Ping around how your firm actually works. Most firms are fully running in well under an hour.

What happens after the 3 free months?

You stay on whichever plan fits your firm at standard pricing. There is no commitment during the free period, and nothing happens automatically without you deciding to continue.

How secure is my data?

We understand the sensitivity of accounting data. Ping Assistant is SOC2 compliant, and we never use your firm's proprietary data or client conversations to train public AI models. Your data remains siloed and encrypted.

Which plan is right for my firm?

Choosing the right plan depends on how much of the administrative burden you want to automate:

  • Best Note Taker ($28/mo): Perfect for the individual advisor who wants to stop taking manual notes and ensure every action item is captured.
  • Pro ($40/mo): Great for active advisors. It adds the Email Assistant, allowing you to clear your inbox with drafts written in your own voice.
  • Scaling (custom pricing): Our most popular choice. Designed for firm leadership and growing teams. This unlocks Client Intelligence, Client Health Scoring, and Custom Workflows, the tools that turn individual notes into firm-wide intelligence and oversight. Pricing is tailored to your firm, so talk to us for a quote.
What are "Lite seats" and why would I need them?

Lite seats (starting at $10/mo) are perfect for support staff or junior team members who don't lead their own meetings but need access to the AI-generated notes, action items, client history, and client memory to support your work.

How accurate are the accounting terms in the notes?

Unlike general AI, Ping is optimized for professional services. It recognizes common tax codes, accounting standards, and financial terminology, ensuring your "Client Intelligence" is technically sound.

Can leadership see across all client accounts, or just their own?

This is the power of "Smarter Oversight." Leadership can access a firm-wide "Client Intelligence" to see relationship history across the whole team, while individual advisors have the tools they need for their specific book of business.

Is there a discount for annual billing?

Yes. While our standard rates are shown for monthly flexibility, switching to Annual billing (using the toggle at the top of the pricing section) will provide a significant discount on your per-user cost.

Are there any usage limits on my plan?

We don't believe in "counting minutes" when you're trying to run a firm.

  • Meetings: All plans include unlimited AI meeting notes and action item extraction. Whether you have 5 meetings a week or 50, Ping stays in the room with you.
  • Emails: The Pro and Scaling plans offer unlimited email categorization and drafting.
  • Storage: Your "Client Intelligence" grows with your firm. There are no caps on the amount of historical client context or meeting transcripts we store for you.

Note: To ensure system stability for everyone, we maintain standard fair-use policies, but these are designed to never interfere with a normal professional workload.

What happens to a client's history if an advisor leaves the firm?

This is where Smarter Oversight comes in. By using Client Intelligence on our top plan, all meeting notes, email history, and "Client Health" context stay with the firm. A new advisor can step in and understand a 5-year relationship in minutes, rather than digging through old threads.

How long does it take to get our firm up and running?

You can complete your personal setup in under 90 seconds by simply syncing your calendar and email. For larger teams, it takes just 8 minutes to configure your organization's settings and centralize your firm's intelligence.

See Ping on your own client conversations.