Industry Webinar Series: Top 500 Leaders Share Best Practices
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Build Trust with a Modern 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

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“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

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"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

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Get started with Fieldguide today

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