Efficiently manage and collaborate on workpapers

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

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“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

AI-powered document review and analysis

Leverage the latest in AI to summarize documents and see recommendations to improve engagement quality.

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

AI-powered document analysis

Be more responsive to clients by using AI to analyze and summarize client documents.

Save time with lightning-fast AI document summaries

Use AI to quickly analyze and summarize client documents.

AI recommendations to improve documents

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

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Improve the client experience with cloud-based document requests

Fieldguide makes it easy for staff members and clients to submit, track, update, and manage all the documents needed for any type of engagement.

Real-time visibility into documents and requests

Intuitive dashboards and client portal make it easy for everyone to track all documents related to engagements.

Streamline document submissions through out-of-the-box integrations

Streamline client onboarding with easy integrations to systems like Dropbox, Box, and Google Drive.

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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.

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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.

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Resources

See why Top 500 firms use Fieldguide for managing documents and workpapers

Top 500 firms choose Fieldguide for integrated document management. Learn how Fieldguide can help your firm.

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