Tax
Walk a client through their return line by line, then send the link, so review questions get answered once instead of over a week of email.
Get startedVideo messages that speak your clients' language
Record a quick video message walking through a return, a report, or a next step, share an instant link, and let Ping transcribe, summarize, and file it to the right client automatically.
Video messages for accounting firms
Hit record, walk them through it, and let Ping handle the rest.
Capture your screen and camera together, then send a link the client can watch in the browser. Ping transcribes it, summarizes it, and files it to the right client automatically.
Try video messages freeQ3 Financial Statements
Cedar & Oak Advisors · Draft for review
AccountQ2Q3
Revenue$482,100$531,540
Cost of goods$198,400$214,900
Gross profit$283,700$316,640
Operating exp.$146,200$151,880
Net income$137,500$164,760
Features
More than a video message, part of the client record
Video messages
Explain it once, on your time
Record your screen and camera, add a quick voiceover, and send a video instead of typing out yet another long email. Async video answers the questions a thread never quite can.
- Screen, camera, and mic in one take
- Send it whenever it suits you
- Clients reply on their own schedule
2:14 👍 2 💬 1 reply Watched
Client walkthroughs
Share a link, no downloads
Every video message gets an instant share link. Clients open it and watch in the browser, with nothing to install and no attachment too big to send.
- Watch in any browser, on any device
- No account or app required
- Control who can view each link
Transcript & summary
Transcribed and summarized automatically
Every video message comes back with a full transcript, a short summary, and the action items, so it stays searchable and useful long after it's been watched.
- Accurate transcript, timestamped
- Summary and action items pulled out
- Searchable across every video message
Your Q3 numbers, explained Auto summary
Revenue is up 10% quarter over quarter and net income grew 20%. Sarah flags two reclass entries to confirm before filing.
0:12 Walking through the Q3 statements top to bottom.
0:48 Gross profit came in ahead of plan this quarter.
1:31 Two entries to reclassify before we file.
Built for every accounting team
One quick video does the work of a long thread
Audit & assurance
Record a quick walkthrough of a request or a finding, so the client sees exactly what you need without another status call.
Get startedAdvisory (CAS)
Turn the monthly dashboard into a two-minute video recap, so clients actually watch the story behind the numbers.
Get startedBookkeeping
Show a client how to code a transaction or reconcile an account once, and reuse the video message every time it comes up again.
Get started Instant sharing
Watch in the browser, nothing to download
The moment you stop recording, the link is ready. Clients click it and the video plays right in their browser, no file to download, no app to install, no attachment that bounces.
- Link ready the second you finish
- Plays in any modern browser
- No file size limits or bounced emails
Built into Ping
Filed to the client, not lost in a folder
Every video message is tied to the client relationship in Ping, so it lives right alongside their meetings, emails, and notes. Anyone on the engagement can find it later without hunting for a stray link.
- Attached to the client automatically
- Sits with meetings, emails, and notes
- Searchable months after you sent it
C
Cedar & Oak Advisors
Client record · 4 items this week
- Your Q3 numbers, explained Video message · 2:14 New
- Re: Q3 statements Email · Jordan
- Q3 review call Meeting · 38 min
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 →
Video Messages FAQs
Loom records and shares. Ping records, transcribes, summarizes, and files the video to the right client automatically, so it becomes part of the client's record instead of a stray link.
Yes. Record your screen, your camera, or both, with your mic.
No. They open a link and watch in the browser.
Yes. Every video message gets an automatic transcript and summary.
Tied to the client in Ping, alongside their meetings and emails, with your firm's access controls.
Yes. Video messages are encrypted in transit and at rest, never used to train AI models, and Ping maintains SOC 2 compliance.