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

Ratings/Reviews

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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 Not Supported
Document Management Not Supported
File Sharing Not Supported
Cloud Storage Not Supported
Digital Asset Management Not Supported
Real-Time / Interactive Editing Not Supported
Document Creation / Editing Not Supported
Video / Image Editing Not Supported
Roles / Permissions Not Supported
Electronic Signature Not Supported
Messaging / Discussion Not Supported
Workflow / Approval Process Not Supported
Feedback Management Not Supported
Client Portal Not Supported
Search Not Supported

Workflow Management

Approval Process Control Not Supported
Forms Management Not Supported
Document Management Not Supported
Configurable Workflow Not Supported
Customizable Dashboard Not Supported
Graphical Workflow Editor Not Supported
Calendar Management Not Supported
Access Controls/Permissions Not Supported
Workflow Configuration Not Supported
Task Management Not Supported
Mobile Access Not Supported
Business Process Automation Not Supported
Compliance Tracking Not Supported
Third Party Integrations Not Supported
No-Code Not Supported

Fieldguide Additional Categories