AI built for advisory and audit
“Software for accounting firms is notoriously outdated, slow, and hard to use. Fieldguide is different – itʼs a more streamlined, cloud-first approach.”
Get real-time visibility into all your engagements, clients, tasks, requests, and signoffs, so everyone is on the same page.
Drive high-quality engagements by managing everything related to readiness assessments, including walkthrough meetings, validation, testing, and more.
Keep everyone on top of engagements by reviewing outstanding tasks and progress against key milestones.
Improve engagement quality and the client experience by streamlining evidence collection and automating test samples.
Fieldguide’s client portal streamlines your client experience, clearly showing where things stand and making it easy to fulfill requests in just a few clicks.
Streamline any type of engagement, including risk advisory, regulatory compliance, SOC audits, and more.
Learn how BerryDunn increased client confidence and responsiveness through streamlined request management.