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Email Assistant

Client & Firm Intelligence for Accounting Firms

Client & Firm Intelligence for Accounting Firms

Client & Firm Intelligence for Accounting Firms

Ping Assistant (often searched as “Ping AI”) captures meetings, summarizes client emails, and turns every interaction into searchable client memory—plus firm-wide intelligence you can query.

Ping Assistant (often searched as “Ping AI”) captures meetings, summarizes client emails, and turns every interaction into searchable client memory—plus firm-wide intelligence you can query.

Ping Assistant (often searched as “Ping AI”) captures meetings, summarizes client emails, and turns every interaction into searchable client memory—plus firm-wide intelligence you can query.

Why “Ping AI”?

People search “Ping AI” because Ping uses AI to automate the busywork accountants hate—meeting notes, follow-ups, and finding what matters across client communications. But Ping is not generic AI software. It’s purpose-built for accounting firms.

Client Intelligence

Ping’s Core

Meeting Assistant

Meetings made effortless

Email Assistant

Your email co-pilot

Pings Core

Client Intelligence

Ping’s core. It’s a living memory of all client interactions you can chat with. Everything is focused on the client relationship, which allows us to scale advisory, automate admin tasks, and centralize all client information.

Discover how Ping can simplify your workflow.

Pings Core

Client Intelligence

Ping’s core. It’s a living memory of all client interactions you can chat with. Everything is focused on the client relationship, which allows us to scale advisory, automate admin tasks, and centralize all client information.

Meetings made efortless

Meeting Assistant

Ping’s Meeting Assistant automatically joins your client meetings, takes detailed AI-generated notes, and summarizes next steps for everyone on your team. It captures context across every conversation so your firm never loses track of key details, decisions, or follow-ups.

Your email co-pilot

Email Assistant

Ping generates email drafts based on the tone, details, context, and action items based on Client Intelligence.

Discover how Ping can simplify your workflow.

Why “Ping AI”?

People search “Ping AI” because Ping uses AI to automate the busywork accountants hate—meeting notes, follow-ups, and finding what matters across client communications. But Ping is not generic AI software. It’s purpose-built for accounting firms.

Client Intelligence

Ping’s Core

Meeting Assistant

Meetings made effortless

Email Assistant

Your email co-pilot

Pings Core

Client Intelligence

Ping’s core. It’s a living memory of all client interactions you can chat with. Everything is focused on the client relationship, which allows us to scale advisory, automate admin tasks, and centralize all client information.

Discover how Ping can simplify your workflow.

Pings Core

Client Intelligence

Ping’s core. It’s a living memory of all client interactions you can chat with. Everything is focused on the client relationship, which allows us to scale advisory, automate admin tasks, and centralize all client information.

Meetings made efortless

Meeting Assistant

Ping’s Meeting Assistant automatically joins your client meetings, takes detailed AI-generated notes, and summarizes next steps for everyone on your team. It captures context across every conversation so your firm never loses track of key details, decisions, or follow-ups.

Your email co-pilot

Email Assistant

Ping generates email drafts based on the tone, details, context, and action items based on Client Intelligence.

Discover how Ping can simplify your workflow.

Discover
Ping’s features.

People search “Ping AI” because Ping uses AI to automate the busywork accountants hate—meeting notes, follow-ups, and finding what matters across client communications. But Ping is not generic AI software. It’s purpose-built for accounting firms.

Client Intelligence

Ping’s Core

Meeting Assistant

Meetings made effortless

Email Assistant

Your email co-pilot

Pings Core

Client Intelligence

Ping’s core. It’s a living memory of all client interactions you can chat with. Everything is focused on the client relationship, which allows us to scale advisory, automate admin tasks, and centralize all client information.

Discover how Ping can simplify your workflow.

Pings Core

Client Intelligence

Ping’s core. It’s a living memory of all client interactions you can chat with. Everything is focused on the client relationship, which allows us to scale advisory, automate admin tasks, and centralize all client information.

Meetings made efortless

Meeting Assistant

Ping’s Meeting Assistant automatically joins your client meetings, takes detailed AI-generated notes, and summarizes next steps for everyone on your team. It captures context across every conversation so your firm never loses track of key details, decisions, or follow-ups.

Your email co-pilot

Email Assistant

Ping generates email drafts based on the tone, details, context, and action items based on Client Intelligence.

Discover how Ping can simplify your workflow.

Watch Ping in action

Watch Ping in action

See how Ping makes work feel effortless.

See how Ping makes work feel effortless.

See how Ping makes work feel effortless.

See Ping in action

If you’re searching for “Ping AI,” you’re probably looking for a faster way to capture client context and run a more proactive firm. Ping is built for that.

If you’re searching for “Ping AI,” you’re probably looking for a faster way to capture client context and run a more proactive firm. Ping is built for that.

If you’re searching for “Ping AI,” you’re probably looking for a faster way to capture client context and run a more proactive firm. Ping is built for that.

Independent firms

Independent firms

Independent firms

Enterprise

Enterprise

Enterprise

See how other firms are seeing success with Ping.

Seamless integrations that make your workflow feel effortless

Seamless integrations that make your workflow feel effortless

Seamless integrations that make your workflow feel effortless

Turn questions into instant insights about your clients

Turn questions into instant insights about your clients

Turn questions into instant insights about your clients

Client memory, built automatically from every interaction

Client memory, built automatically from every interaction

Client memory, built automatically from every interaction

What our clients are saying

Hear how Ping makes work easier for our clients.

What our clients are saying

Hear how Ping makes work easier for our clients.

What our clients are saying

Hear how Ping makes work easier for our clients.

Frequently asked questions

Which plan should I choose?

Free Trial is perfect if you're just starting out and want to test Ping's capabilities. Core is our recommended plan for solo accountants and small teams with regular client meetings - it gives you unlimited Al outputs and all the essential features. Enterprise is for large organizations that need custom solutions, dedicated support, and advanced integrations.

Can I switch plans later?

Yep, you can upgrade or downgrade anytime. Changes take effect at the end of your billing cycle.

Is there a long-term contract?

Nope. Month-to-month with no commitment. Go annual and get 20% off.

Do you offer volume contracts?

Absolutely. Have 20+ users? Let's talk custom pricing.

How does the free trial work?

You get 14 days on the Core plan, no credit card needed. After that, you can still view old meetings, but you'll need a plan to capture new ones.

Are there usage limits?

Free Trial has no usage limits and gives you 14 days to test drive Ping. Core and Enterprise plans include unlimited Al outputs and meeting recordings.

Will my clients be okay with Ping?

Yes, the FAQ component is fully responsive and adapts seamlessly to desktop, tablet, and mobile screen sizes.

Is AI secure?

Yes, built with security and compliance from the ground up. Check out our security page for details.

Which plan should I choose?

Free Trial is perfect if you're just starting out and want to test Ping's capabilities. Core is our recommended plan for solo accountants and small teams with regular client meetings - it gives you unlimited Al outputs and all the essential features. Enterprise is for large organizations that need custom solutions, dedicated support, and advanced integrations.

Can I switch plans later?

Yep, you can upgrade or downgrade anytime. Changes take effect at the end of your billing cycle.

Is there a long-term contract?

Nope. Month-to-month with no commitment. Go annual and get 20% off.

Do you offer volume contracts?

Absolutely. Have 20+ users? Let's talk custom pricing.

How does the free trial work?

You get 14 days on the Core plan, no credit card needed. After that, you can still view old meetings, but you'll need a plan to capture new ones.

Are there usage limits?

Free Trial has no usage limits and gives you 14 days to test drive Ping. Core and Enterprise plans include unlimited Al outputs and meeting recordings.

Will my clients be okay with Ping?

Yes, the FAQ component is fully responsive and adapts seamlessly to desktop, tablet, and mobile screen sizes.

Is AI secure?

Yes, built with security and compliance from the ground up. Check out our security page for details.

Which plan should I choose?

Free Trial is perfect if you're just starting out and want to test Ping's capabilities. Core is our recommended plan for solo accountants and small teams with regular client meetings - it gives you unlimited Al outputs and all the essential features. Enterprise is for large organizations that need custom solutions, dedicated support, and advanced integrations.

Can I switch plans later?

Yep, you can upgrade or downgrade anytime. Changes take effect at the end of your billing cycle.

Is there a long-term contract?

Nope. Month-to-month with no commitment. Go annual and get 20% off.

Do you offer volume contracts?

Absolutely. Have 20+ users? Let's talk custom pricing.

How does the free trial work?

You get 14 days on the Core plan, no credit card needed. After that, you can still view old meetings, but you'll need a plan to capture new ones.

Are there usage limits?

Free Trial has no usage limits and gives you 14 days to test drive Ping. Core and Enterprise plans include unlimited Al outputs and meeting recordings.

Will my clients be okay with Ping?

Yes, the FAQ component is fully responsive and adapts seamlessly to desktop, tablet, and mobile screen sizes.

Is AI secure?

Yes, built with security and compliance from the ground up. Check out our security page for details.

AI built for advisory-focused accounting firms.

Ping Assistant. All right reserved. © 2025

Made in the USA, specifically Utah ⛰️

AI built for advisory-focused accounting firms.

Ping Assistant. All right reserved. © 2025

Made in the USA, specifically Utah ⛰️

AI built for advisory-focused accounting firms.

Ping Assistant. All right reserved. © 2025

Made in the USA, specifically Utah ⛰️