Ping
How it works
- Connect Ping to Filed with OAuth
- Pull client context from meetings, emails, and calls
- Surface life events and decisions during prep and review
- Start every return with full client context
Ping
How it works
- Connect Ping to Filed with OAuth
- Pull client context from meetings, emails, and calls
- Surface life events and decisions during prep and review
- Start every return with full client context
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.
For Ping customers, that context flows straight into Filed's prep and review. When Filed prepares or reviews a return, it reads Ping's client memory and surfaces what matters inline: a 529 setup mentioned on a call, a home purchase, a kid starting college. The result is prep that begins with the full client picture instead of a cold start every filing cycle.
FAQ
How does Filed work with Ping?
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.
How are Filed and Ping connected?
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.
Who supports the setup and ongoing use?
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.