Fieldguide Description

Fieldguide automates the assurance and advisory processes by providing a collaborative platform and workflow automation. Eliminate routine work. Automated engagements can improve productivity and eliminate errors throughout the engagement lifecycle, including reporting and requests. Are you tired of data scattered across multiple applications? All your engagements can be consolidated on one, cloud-native platform. Since the 90s, technology has advanced a lot. Your clients expect seamless, collaborative experiences. Fieldguide can be used by one practice or the entire firm. Fieldguide is an automation platform and collaboration platform that modern advisory and assurance firms can use. Fieldguide digitizes all aspects of engagement, from requests to reporting, on a single cloud-native platform. Our platform has been trusted by top CPA firms by ex-Big Four practitioners and technology leaders.

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Company Details

Company:
Fieldguide
Year Founded:
2020
Headquarters:
United States
Website:
www.fieldguide.io

Media

Fieldguide Screenshot 1
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Product Details

Platforms
SaaS
Type of Training
Documentation
Live Online
Customer Support
Online

Fieldguide Features and Options

Workflow Management Software

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

Content Collaboration Software

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

Fieldguide Lists