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Accounting firms do great client work, but too many revenue opportunities still slip through the cracks. A scope change gets mentioned in a meeting, a new need shows up in an email, or one team spots an opportunity another team never sees. In this session, Camden and Tal will show how the Anchor + Ping integration helps firms turn those signals into action.
Ping surfaces revenue opportunities from meetings, emails, and client interactions, then drafts the next step directly into Anchor. From there, Anchor helps firms move from proposal to signed engagement to billing — without the usual delays, handoffs, or missed follow-up.
