The Fieldguide Platform

Modern workflow software for accounting & advisory firms 

Fieldguide Platform
Data requests

Secure Data Requests

Easily make, track, and manage client requests on any type of engagement.

Workplan manager

Workplan Manager

Manage engagements with Fieldguide's central collaboration tool.

Reporting automation

Reporting Automation

Create audit reports in seconds thanks to Fieldguide's automated report generator.

Workpapers and documents

Workpapers & Documents

Collaborate and document sign offs across your engagement team. Fieldguide for Excel syncs your workpapers to the Fieldguide Platform.

Audit programs

Audit Programs

Templatize your audit programs and map across frameworks, enabling consistent delivery and cross-certification engagements.

Resource planning

Resource Planning

Optimize your practice's capacity by mapping team members, engagements, and hour allocations.

The Fieldguide Pilot Program

It’s easy to get started with one practice, or across a whole firm.

Our Pilot Program offers a no-risk trial so you can see Fieldguide's value first-hand.

Learn More