The Ping platform
One AI platform for the entire firm
From the first client meeting to firm-wide intelligence, Ping captures every conversation and turns it into notes, drafts, insights, and action, across your whole practice.
The best note taker for accounting firms
Ping joins every client meeting and turns it into prep, clean notes, action items, and a follow-up, ready before you leave the call.
- One-click meeting prep
- Structured notes and action items
- Follow-ups drafted in your voice
Email Assistant
A sorted inbox and replies drafted in your voice, before you open it.
For advisorsClient Intelligence
An AI brain that knows every client, built from every meeting and email.
For advisorsAI Workflows
Automate the busywork end to end.
For firm leadershipOpportunity Finder
Surface upsell and cross-sell signals hiding in conversations.
For firm leadershipFirm Intelligence
See how your firm and clients are really doing.
Start free with your firm
2 weeks free, or a full month if you join a live demo.
Start free For firm leadershipCoaching & scorecards
Scorecards, sentiment, and SOPs that level up the whole team.
For firm leadershipSOPs
Your firm's best work, documented and repeatable.
Not sure where to start?
Talk to a human and we'll map Ping to how your firm actually works.
Talk to a humanLoved by modern firms
Trusted by accountants advisors
Ping is one of those things you add to your workflow that actually makes it better, saves you time, and in turn helps make you more profitable.
Timalyn Bowens America's Favorite EA Ping has significantly cut down my administrative time. Being in a meeting without having to take notes lets me focus on the meeting itself.
Nicholas Coluccio Coluccio & Associates It's the first AI tool that actually fits how accountants work. Ping just gets it.
Brodie Martin Martin Tax & Advisory One platform for your whole firm
See what Ping captures from your very first client meeting.