Fieldguide

About Fieldguide

Fieldguide supercharges assurance and advisory practices with a complete workflow automation and collaboration platform. Fieldguide is an enterprise software company building automation and collaboration software for assurance and advisory firms. Built by former Big Four practitioners and experienced technology leaders, our platform digitizes the end-to-end engagement workflow on a single, cloud-native platform. Fieldguide is trusted by top CPA firms to boost margins, win new business, and build stronger client relationships. We are backed by top venture capital firms, including 8VC, Floodgate, Y Combinator, DNX Ventures, Global Founders Capital, and more.

Pricing

Free Trial Not Available
Offers Custom plan.
View Detailed Pricing

Platforms Supported

Browser Based (Cloud)

Organization Types Supported

All (Small, Medium, Large)

API Support

NA

Modes of Support

Online

Fieldguide Features

Show Feature Explanation

Templates

Templates are patterns that help to provide the layout to build and design a website quickly.

Real-time Collaboration

Helps more than one person to work on the same file simultaneously

Client Management (Customer)

Facilitates strong necessary data about clients/customers and allows access to it when required

Workflow Management

Helps in managing and ensuring smooth flow of the tasks assigned to a team or organization

Document Management

Ability to store and manage your electronic documents

Fieldguide Pricing

Free Trial

Not available

Pricing Options

Premium Plans ( Quotation Based )

Pricing Plans

Fieldguide Custom

Features

Easily track progress across all engagements
Act on client-provided files and comments
View @mentions from team members and clients
Collaborate in real-time across the entire team
Power any standard or framework with custom templates
Test and document in one complete toolkit
Link requests to controls for seamless tracking
Individually assign requests to the right owner
Offer flexible upload options from Dropbox, Google Drive, and more
Link documents to controls for a connected workflow
Sign off on workpapers and track progress automatically
Edit Microsoft Office files without a single download

Disclaimer: The pricing details were last updated on 26/05/2021 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about Fieldguide Pricing