Ping turns every client interaction into engagement scores, sentiment signals, and ready-made guides, so leadership can coach the team and onboard new hires fast.
Coaching & scorecards
"Let's hold the fee where it is for now."
"We haven't looked at the R&D credit yet." Follow up
Review any client call, flag the moments that need attention, and confirm your team is handling clients the right way, without sitting through every recording.
Ping AI
She moved past the client's cash-flow question. Circle back with a short plan and it becomes an advisory opening.
Use Ping AI on any transcript to surface coaching moments, answer questions, and help your team run better client calls.
A performance scorecard for every advisor
Automatic scorecards for every advisor, scoring discovery, follow-through, and advisory across their client calls, arriving in Ping soon.
Live coaching from accounting leaders
Guidance from experienced accounting leaders on building advisory, pricing, and running a modern firm, arriving in Ping soon.
Your clients trust you with their most sensitive information. Ping protects every note, transcript, and account with verified third-party controls.
Independently audited controls for security, availability, and confidentiality by accredited CPA auditors.
Protected at every step with AES-256 encryption at rest and TLS 1.3 across all network traffic.
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 doesPing gives leaders objective signals, engagement scores and client sentiment, so coaching is based on what's actually happening across client relationships rather than guesswork.
Yes. Ping turns how your firm actually works into client-specific guides your team can follow and reuse.
New hires get instant access to full client history and context from day one, so they get up to speed in days instead of months.
Objective signals like engagement scores and client sentiment across relationships.
It provides signals that leaders can use alongside their own judgment.