Efficiently manage and collaborate on workpapers

Streamline your engagements by replacing your binders with
enterprise-scale document management.

“Everything is much more efficient. It is way faster to gather materials and much less back-and-forth is needed with our clients.”

Chris Ellingwood

Principal, BerryDunn

Improve the client experience with
integrated document management

Request Agent

Instantly reviews uploaded client evidence for completeness and readiness, flagging missing items and inconsistencies early to reduce back-and-forth.

Stay on top of all the latest document updates

Easily request, track, and manage client documents through a modern and intuitive client portal.

Real-time client collaboration

Streamline collaboration across your team members and clients by editing Office and PDF documents without downloading anything.

Improve quality and free up time with
integrated document management

Improve the client experience with
AI-powered document requests

Instantly reviews uploaded client evidence for completeness and readiness, flagging missing items and inconsistencies early to reduce back-and-forth.

Accelerate Engagement Timelines

Quickly confirm what’s received, what’s missing, and what’s ready for review.

Deliver Clarity to Clients

Provide clear, structured feedback to clients backed by your firm’s methodology.

Ensure Testing Readiness

Move forward to testing only when every document has been reviewed, validated, and tied to its request.

Domain-specific agentic chat

Context-aware AI agents collaborate with practitioners, grounded in industry standards and your methodology. Interpret evidence and validate decisions in real-time.

Deliver deeper insights, faster

Use Agentic Chat to instantly analyze and summarize client documents, helping teams quickly identify issues or next steps.

AI recommendations to improve documents

Review AI suggestions on how to ensure that client documents satisfy requirements.

Real-time document collaboration

Fieldguide’s cloud-based document management capabilities makes it easy for staff members and clients to update, comment, sign, and review tasks associated with engagement documents.

Efficiently update and mark up documents

Streamline collaboration across your team members and clients by editing Office and PDF documents without a single download.

Reduce errors and inefficiencies with automated rules

Automated file renaming and versioning helps quickly organize documents, saving hours of effort for engagements with many documents.

Cloud-based engagement binder

Easily access all your engagement documentation in a centralized location, including reports, templates, and client papers.

Intelligently link documents across your practice

Use Fieldguide Reference Files to link a document across multiple folders or even other engagements, saving time and reducing potential errors.

Easily support document requests from third-parties

Quickly export all your engagement documentation to meet internal or regulatory requests.

Efficiently manage and collaborate on workpapers

Improve the client experience with
integrated document management

Request Agent