CPA Practice Advisor names Fieldguide as 2022 Technology Innovation Award Winner
close
7

Build Trust with a Modern Risk Advisory Services Platform

Discover how to supercharge your firm’s engagements, from requests to reporting.

Fieldguide Product Tour

Dashboard

Act on insights,
at your fingertips

  • Easily track progress across all engagements
  • Act on client-provided files and comments
  • View @mentions from team members and clients
Fieldguide Custom Analytics

Workplan

Drive automation with a powerful source-of-truth

  • Collaborate in real-time across the entire team
  • Power any standard or framework with custom templates
  • Test and document in one complete toolkit
Fieldguide Workflow Automation

Requests

Streamline and track requests in a single interface

  • Link requests to controls for seamless tracking
  • Individually assign requests to the right owner
  • Offer flexible upload options from Dropbox, Google Drive, and more
Fieldguide Request Management

Documents

Replace binders with integrated document management

  • Link documents to controls for a connected workflow
  • Sign off on workpapers and track progress automatically
  • Edit Microsoft Office files without a single download
Fieldguide Audit Binder Document Management

Reporting

Generate full reports and deliverables with one click

  • Standardize templates across your entire practice
  • Tag data for easy, drag-and-drop report creation
  • Automatically sync updates directly to reports
Fieldguide Reporting

Admin tools

Confidently manage projects with tools designed for practitioners

  • Set granular roles and permissions for your clients and team
  • Standardize document and task templates for your practice 
  • Restore, lock, archive or roll forward engagements in seconds
Fieldguide Project Management

FRAMEWORKS

Flexibility to automate any workflow

  • SOC 2
  • NIST CSF
  • ISO 27001
  • COSO
  • PCI DSS
  • HIPAA
  • FedRAMP
  • + more
"Fieldguide gives us both flexibility and ease of use related to reviewing, supervising, and reporting on our client engagements."

Paul Perry — Practice Leader, Security, Risk and Controls Group, Warren Averett

Read the case study
“Fieldguide enables huge efficiencies by getting professionals out of administrative tasks, instead allowing them to focus more on analysis and value-add for their clients.”

Peter Kwong — Director of Assurance, Perkins & Company

Read the case study
"We can do our work better and more completely, more accurately, and at a higher quality level. Client feedback has been very positive. Based on that value proposition, Fieldguide is a no brainer.”

Pete Rife — Director of Technology Risk Advisory, Holbrook & Manter

Read the case study

Get started with Fieldguide today

See the platform in action by requesting a demo.

Read the Definitive Guide to RAS