Built for firms that want the return to know the client
Ping is a client memory layer for accounting firms. It captures every client interaction across meetings, emails, phone calls, and Slack, and turns it into a single living client profile. That profile is where opportunity lives: the life events, business changes, and decisions that signal a client is ready for planning or advisory work.
When Filed prepares or reviews a return, it reads Ping's client memory and surfaces the upsell and cross-sell opportunities inside it: a client who sold a rental, started a side business, or set up a 529 is a planning, advisory, or new-engagement conversation the firm can have instead of missing. The result is prep that begins with the full client picture instead of a cold start every filing cycle.
How it works
- Ping captures your client conversations automatically, so meetings, emails, and calls flow into a structured profile
- Connect Ping to Filed with one OAuth authorization from inside Filed
- Filed reads that context during prep and review, so the return already knows the client
What this means for your team
- Every meeting, email, and call already structured into client memory
- Upsell and cross-sell opportunities surfaced from real client conversations
- A one-way OAuth connection, with Ping as the source of truth
- No more first-year cold starts, with client history Filed can read from day one
How it works
- Connect Ping to Filed with OAuth
- Pull client context from meetings, emails, and calls
- Surface upsell and cross-sell opportunities during prep and review
- Start every return with full client context
The questions firms ask us
Ping captures and structures your client conversations across meetings, emails, and calls into a living client profile. You connect Ping to Filed with OAuth, and Filed reads that context during prep and review, surfacing the relevant life events and decisions inline.
Ping pushes context into Filed through a one-way OAuth connection. Ping stays the source of truth for client conversations; Filed reads from it on a regular sync and folds that context into prep and review.
You keep using Ping for client conversations and Filed for prep and review. Connecting the two takes a single OAuth authorization from inside Filed, and both teams support the workflow.