Guides built from how your firm actually works
Ping records your client meetings and calls live and turns them into step-by-step guides, so your best process gets captured once and shared with the whole team.
Guides
Your firm's best work, made repeatable
Capture how your best people run client work, turn it into living guides, and give the whole firm one playbook, with the access controls a larger firm needs.
Guides drafted from real work
Tag your best meetings and calls and Ping drafts the step-by-step process from them, instead of someone writing it up from memory.
- Drafted from real meetings and calls
- Step-by-step, not written from memory
- Every guide links back to its source
- Meeting · Q3 reviewSource
- Call · Client walkthroughSource
- Guide · Quarterly reviewDraft
Access control, built in
Role-based permissions mean partners own the playbook, managers refine it, and staff follow it.
- Partners own and publish the playbook
- Managers refine the drafts
- Staff view and follow, no edits
- Partners Edit & publish
- Managers Edit drafts
- Staff View & follow
One playbook across teams
Tax, advisory, and audit run the same steps, so every client gets the same quality no matter who picks up the work.
- Tax, advisory, and audit run the same steps
- The same quality on every client
- One source of truth for the whole firm
Onboard and train from real work
Tag meetings into libraries, assign what new hires should watch, and turn your best calls into guides.
- Build training libraries from real calls
- Assign what new hires should watch
- Generate guides from any set of meetings
- Discovery call walkthrough Required
- Handling objections
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 doesGuides FAQs
Step-by-step playbooks for how your firm runs client work: discovery calls, quarterly reviews, onboarding, and more, built from meetings you record live and easy for the whole team to follow.
From meetings you record live with Ping. Tag your best recordings and Ping drafts the step-by-step guide from them, instead of someone writing it up from memory.
No. Guides are built from meetings and calls you record live with Ping, not from uploaded or previously recorded videos.
Yes. Because they're grounded in ongoing client work, you can refresh any guide from newer recordings as your process evolves.
Yes. Role-based permissions control who can publish, edit, and view, so partners own the playbook and staff follow it.
Yes. Tag recordings into libraries, mark what's required, and new team members learn from your firm's actual best examples.
Yes. It lives in a secure, access-controlled environment and Ping maintains SOC 2 compliance.