Client advisory
Turn advisory conversations into action items and a recap the client actually reads, so the relationship keeps moving between monthly meetings.
Get startedThe AI note taker built for accounting firms
You focus on the client, Ping takes the notes. It joins every client meeting, captures it, and turns it into prep, clean notes, action items, and a follow-up, ready before you leave the call. Made for accountants and bookkeeping firms.
The best note taker for accounting firms
Accurate notes, clear action items, and follow-ups that write themselves, even for the meetings you couldn't sit in on.
Try the note taker freeFeatures
The whole meeting, handled end to end
Prep
Walk in ready, every time
Ping builds a one-click agenda from last meeting's open items, recent emails, and the client's history, so you're prepared without digging through folders.
- Auto-drafted agenda for the call
- Last meeting's unresolved action items
- The client context that actually matters
01
Financial statements review
02
Compliance deadlines
03
Open items from last review
Live capture
Transcription fluent in debits and credits
Ping listens in the background and transcribes in real time, and it actually understands accounting, so the terms, numbers, and deadlines come out right.
- Real-time transcript, speaker by speaker
- Gets the tax, audit, and finance terms right
- You choose when the assistant joins
Emily31:24
You also wanted a summary of recurring expenses, right?
Sarah31:29
Yes, last six months, broken out by category, fixed vs. variable.
Follow-up
The recap is written before you stand up
The moment the call ends, Ping has a summary, the action items, and a follow-up email in your voice, ready to review and send. Nothing to type up later.
- Summary and decisions, structured
- Action items assigned and dated
- Follow-up email drafted in your voice
C
Meeting takeaways
To: Christian · Cc: Engagement team
Drafted in your voice
Hi Christian, great catching up. Quick recap: we'll finalize the Q3 numbers by the 12th, and I'll send the revised statements Thursday for your review...
Send Edit
Botless notetaker
Record the room, no bot required
With the Ping desktop app, record in-person meetings and calls straight from your Mac or PC. No bot joining the call, no link to send. The recording still lands in your Ping library, written up and ready.
- Capture in-person meetings and calls
- No bot in the meeting
- Everything syncs to your Ping library
Features
Everything the note taker does
Meeting library
Your whole meeting library
Every past and upcoming meeting, captured, tagged, and searchable in one place, so any conversation is thirty seconds away instead of buried in someone's notes.
- Every meeting captured automatically
- Search across all of it in seconds
- Past and upcoming on one timeline
Jul 14 BuildRight · Q3 review
Jul 9 Meridian · planning
Jul 2 Harborline · monthly close
Jul 18 Cedar & Oak ·
onboarding
Recording
Video and full transcript
The complete recording with a timestamped transcript you can jump around, so you can revisit the exact moment anything was said.
- Timestamped, speaker by speaker
- Jump straight to any moment
- Accurate on tax, audit, and finance terms
14:32 36:05
Insights
Talk time and sentiment
See who did the talking and how the conversation felt, so you can coach the next meeting instead of guessing at this one.
- Talk-time split for every call
- Sentiment across the conversation
- Spot one-sided meetings early
Talk time
Sentiment
Positive through pricing discussion
Neutral on timeline concerns
Organization
Tag and organize
Sort meetings by client, team, or topic, so the record stays tidy without anyone having to maintain it.
- Tag by client, team, or topic
- Auto-organized as meetings land
- Filters that actually find things
Client Cedar & Oak ·
onboarding
Team Advisory · pipeline sync
Topic Tax planning · Q3 review
Archive 2025 busy season
Notes
Short or detailed notes
Choose how much detail you want, per meeting: a tight recap for the weekly check-in, the full write-up for quarterly reviews.
- Pick the depth per meeting
- Tight recaps or full write-ups
- Same clean structure either way
Reviewed Q3 numbers with Christian. Finalize by the 12th; revised statements Thursday. Two action items assigned.
Export
Export transcripts
Download any transcript in a click when you need it in a workpaper, an email, or anywhere else.
- One-click download
- Clean, timestamped output
- Ready for workpapers
Transcripts One-click export
- BuildRight · Q3 review 38 pages, timestamped
- Meridian · planning 24 pages, timestamped
Download transcript
Sharing
Share with your team or clients
Send recaps internally or straight to clients, so everyone leaves the meeting with the same record of what was decided.
- Recaps to the whole team
- Client-ready versions in a click
- Everyone on the same page
C
Meeting recap
To: Cedar & Oak · Cc: Engagement team
Ready to share
Hi all, here's the recap and action items from today's call. Full notes and the recording are linked below...
Share Copy link
Clips
Share meeting clips
Clip the key moment and share just that, instead of sending someone an hour of recording to scrub through.
- Cut the moment that matters
- Share a link, not a file
- Perfect for handoffs and reviews
Clip
0:42 - 1:36 · Key decision
ping.to/c/9fq2k Copy link
Branding
A bot with your firm's face
Put your firm's name and logo on the meeting bot, so clients see your brand in the room, not a third-party tool.
- Your logo on the bot
- Your firm's name in the meeting
- A polished client experience
Cedar & Oak Advisors
has joined the meeting
AI connectors
Connect ChatGPT and Claude
Ping runs an MCP server, so any AI client can pull full context from every meeting and answer with your real client record.
- Works with ChatGPT and Claude
- Full meeting context over MCP
- Build on top of your own data
MCP Ask Ping
Ask anything about any client
Every meeting becomes searchable knowledge. Ask Ping what a client said last quarter, what you promised, or to draft a proposal, and get an answer grounded in the real record.
- Answers pulled from actual conversations
- Draft proposals, recaps, and updates on request
- No more digging through old notes
P
Ask Ping
Draft a proposal for Living Robotics
Ping is thinking
Pulling the last three meetings, the scope you discussed, and your standard advisory package to put together a first draft...
Works where you meet
Always in context. Ping plugs into the meeting, email, and workflow tools your firm already runs on.
Built for the whole firm
Enabling client facing advisors to be present and ready
Tax teams
Walk into every review with last year's notes and open items in hand, and leave with the follow-up already drafted, right through busy season.
Get startedAudit & assurance
Every walkthrough and status call is captured with a clean record of what was asked, promised, and still outstanding, so nothing slips between fieldwork and review.
Get started Security & Compliance
Built to the standards firms are held to
Your clients trust you with their most sensitive information. Ping protects every note, transcript, and account with verified third-party controls.
Audited
SOC 2 Type II
Independently audited controls for security, availability, and confidentiality by accredited CPA auditors.
✓ Full report in Trust Center
AES-256
Industry-standard encryption
Protected at every step with AES-256 encryption at rest and TLS 1.3 across all network traffic.
✓ Encrypted transit and storage
100% Isolated
Never used for training
Your clients' information is yours alone. We never sell, retain, or use your data to train AI models.
✓ Strict firm-level data perimeter
Need custom compliance documentation or a security review?
Visit our Trust Center →
Best note taker for accounting firms FAQs
Ping is built only for accounting firms, tuned to how you run client work. It connects every meeting to the full client relationship, so the notes stay useful long after the call.
Yes. Ping is an AI note taker made specifically for accountants and accounting firms. It records client calls, writes structured notes and action items, and drafts follow-ups in your voice, so accountants spend less time on admin and more with clients.
Yes. Ping works for bookkeeping firms and solo bookkeepers as well as CPA and accounting firms. It captures every client meeting and turns it into notes, action items, and follow-ups automatically.
Yes. Ping connects to your calendar and captures your client meetings automatically, then prepares you beforehand and writes up the notes afterward with no manual effort.
Notes, decisions, and tasks sync into the tools your firm already uses, so follow-through happens in your existing workflow instead of a separate app.
Ping works with Zoom, Microsoft Teams, and Google Meet, plus in-person client meetings.
Yes. You can record in-person meetings and Ping produces the same notes, action items, and follow-ups.
Yes. Ping drafts a recap and follow-up in your voice, ready to review and send.
Yes. Ping can join on your behalf and deliver the notes and action items as if you were there.
Yes. We auto-sync with most of the industry-leading practice management software. See our integrations.