Client intelligence for accounting firms
Every meeting, email, and call becomes a living client profile your whole team can search, so everyone has the full picture before they act.
Ask Ping
Ask anything about any client
Ping is connected to every meeting, email, and call across your firm. Ask a question about a client, or all of them, and get an answer grounded in what was actually said, not whatever someone remembers.
- BC BuildRight Construction Asked about tax on a share sale
- MF Meridian Foods Exploring a second entity
- CO Cedar & Oak Raised cash-flow questions
- HG Harborline Group Considering a CFO hire
- NR Northwind Retail Wants help with budgeting
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.
Real-time insights that elevate every interaction
Instantly surface relationship context, risks, and opportunities to deliver smarter, more proactive service.
Stronger teams and smarter leadership decisions
No matter how many different team members are interacting with a client, leadership gets a clear, data-driven view of firm performance and client experience.
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.
SOC 2 Type II
Independently audited controls for security, availability, and confidentiality by accredited CPA auditors.
Industry-standard encryption
Protected at every step with AES-256 encryption at rest and TLS 1.3 across all network traffic.
Never used for training
Your clients' information is yours alone. We never sell, retain, or use your data to train AI models.
Ping is one platform for the whole firm.
Explore everything Ping doesClient Intelligence FAQs
Client intelligence is a continuously updated profile of everything your firm knows about a client, built automatically from meetings, emails, and calls, so context is never trapped in one person's inbox or memory.
Yes. Ping is built for accounting firms and keeps client interactions in a secure, access-controlled environment. Ping maintains SOC 2 compliance.
Yes. Client Intelligence is shared across the firm, so anyone picking up a client has the full history in seconds. You control access by team, so people see what fits their role.
A CRM is built to track deals and pipeline. Ping is built for the client relationship, captured automatically and always current.
Yes. You can ask Ping what a client said, promised, or needs and get an answer grounded in the real record.
Yes. Ping brings context together across the tools your firm already uses. See our integrations.
It stays with the firm because it is centralized, not trapped in one inbox.