Mobile & desktop apps

Ping goes where your client meetings happen

Native apps for iPhone, Android, Mac, and Windows. Record the in-person meeting, dictate a note on the drive home, and get your prep and follow-ups wherever you are.

Free 14-day trial. No credit card required.

Today
CO Cedar & Oak Q3 review · recap ready
HB Harborline Follow-up drafted
MR Meridian Prep for 2:30 PM
9:41
Recording 00:42
BuildRight · in person
Stop & write it up

Features

The whole assistant, in your pocket and on your desk

In-person capture

Record in-person meetings, not just video calls

Open the app, hit record, and Ping captures the in-person client meeting and turns it into notes, action items, and a follow-up, just like a Zoom call.

  • Records the room, not just the call
  • Notes, action items, and follow-up after
  • Works anywhere you meet a client
The Ping phone app ready to record a live in-person meeting.
Voice notes

Dictate a note the moment it matters

Capture a thought right after a call, by voice, and Ping files it to the right client automatically.

  • Speak the thought, Ping writes it
  • Filed to the right client automatically
  • Hands-free between meetings
Voice note 0:11

"Remind me to send Cedar & Oak the revised depreciation schedule before Friday."

→ Filed to Cedar & Oak
Ask Ping

Ask Ping from anywhere

Ask about any meeting, client, or email right from your phone, and get an answer grounded in your firm's real record, down to the moment it was said.

  • Ask in plain English
  • Answers from real meetings and emails
  • Jump to the exact moment it was said
Ask Ping in the phone app: answering what a client committed to in their quarterly review, with timestamps.
Everywhere

One firm, every device

iOS, Android, Mac, and Windows stay in sync, so your work follows you from the office to the client site to home.

  • iOS, Android, Mac, and Windows
  • Every device in sync in real time
  • Pick up right where you left off
Ping
iOS Android macOS Windows
In sync a moment ago
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.

AICPA SOC 2 Type II Certified
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 →

Mobile & Desktop Apps FAQs

iPhone (iOS), Android, Mac, and Windows.

Yes. The mobile app records in-person client meetings and produces the same notes, action items, and follow-ups as a video call.

Yes. The Mac and Windows apps capture your Zoom, Teams, and Google Meet calls.

Yes. Record a quick voice note and Ping files it to the right client.

Yes. Every device shares the same client context in real time.

Yes. The same encryption and access controls apply on every device, and Ping maintains SOC 2 compliance.

Take your firm's brain wherever the work happens.

Free 14-day trial. No credit card required.