Audience

Assurance and advisory firms that need an automation and collaboration platform to digitizes the end-to-end engagement workflow ​

About Fieldguide

Fieldguide supercharges assurance and advisory practices with a complete workflow automation and collaboration platform. Say goodbye to routine work. Improve productivity and eliminate errors with automation across the engagement lifecycle, from requests to reporting. Tired of data scattered across disconnected applications? Bring together your entire engagement on a single, cloud-native platform. Technology has come a long way since the 90s. Deliver the seamless and collaborative experiences that your clients expect. Get started on Fieldguide with one practice or across your entire firm. Fieldguide is an automation and collaboration platform for modern assurance and advisory firms. From requests to reporting, Fieldguide digitizes the end-to-end engagement workflow on a single, cloud-native platform. Built by former Big Four practitioners and experienced technology leaders, our platform is trusted by top CPA firms.

Integrations

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Company Information

Fieldguide
Founded: 2020
United States
www.fieldguide.io

Videos and Screen Captures

Fieldguide Screenshot 1
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Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
Support
Online

Fieldguide Frequently Asked Questions

Q: What kinds of users and organization types does Fieldguide work with?
Q: What languages does Fieldguide support in their product?
Q: What kind of support options does Fieldguide offer?
Q: What other applications or services does Fieldguide integrate with?
Q: What type of training does Fieldguide provide?

Fieldguide Product Features

Content Collaboration

Version Control
Document Management
File Sharing
Cloud Storage
Digital Asset Management
Real-Time / Interactive Editing
Document Creation / Editing
Video / Image Editing
Roles / Permissions
Electronic Signature
Messaging / Discussion
Workflow / Approval Process
Feedback Management
Client Portal
Search

Workflow Management

Approval Process Control
Forms Management
Document Management
Configurable Workflow
Customizable Dashboard
Graphical Workflow Editor
Calendar Management
Access Controls/Permissions
Workflow Configuration
Task Management
Mobile Access
Business Process Automation
Compliance Tracking
Third Party Integrations
No-Code

Fieldguide Additional Categories