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Fieldguide description
Fieldguide is a cloud-based software designed for accounting firms to manage audits and advisory engagements more efficiently. It offers features like automation of repetitive tasks, document management, and streamlined client communication. This helps firms complete engagements faster, improve team collaboration, and enhance client satisfaction. Fieldguide is trusted by leading accounting firms and boasts features designed to boost revenue and streamline operations.
Who is Fieldguide best for
Fieldguide is a cloud-based audit management software designed for accounting firms, especially larger enterprises in the financial services industry. It streamlines workflows, automates tasks, and improves client collaboration. Users praise its intuitive interface and excellent customer support, while some have noted occasional bugs and limitations in reporting features.
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Best fit for enterprise accounting firms.
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Ideal for finance, banking, and insurance firms.
Fieldguide features
| Supported Fieldguide offers a secure client portal for accessing information and documents. |
| Supported Fieldguide supports uploading, storing, and managing client documents. |
| Supported Fieldguide automates repetitive tasks using workflow and end-to-end engagement automation. |
We evaluate the sentiment that users express about non-functional aspects of the software
Customer Service
Ease of Use
Fieldguide reviews
We've summarised 46 Fieldguide reviews (Fieldguide Capterra reviews and Fieldguide G2 reviews) and summarised the main points below.
- User-friendly interface and easy navigation.
- Excellent customer support and responsiveness.
- Streamlined client communication and collaboration.
- Centralized platform for all audit engagements and documentation.
- Automation features save time and improve efficiency.
- Occasional bugs and slow performance reported by some users.
- Limited file format support.
- Reporting features need improvement, especially exporting options.
- Initial setup and import process can be complex.
- Limited filtering and bulk editing capabilities.
Fieldguide alternatives
KarbonBetter for managing internal communication and tasks. A strong Karbon alternative for firms focused on client document management and recurring task automation.Read more
TaxDomeBetter for tax and accounting firms needing client portals. Fieldguide is growing faster. A Fieldguide competitor and alternative.Read more
UkuBetter for time tracking and reporting. Stronger customer support. More positive pricing sentiment. Has more website traffic momentum.Read more
KeeperBetter for bookkeeping firms needing QuickBooks or Xero integration. Has slower momentum.Read more
Financial CentsBetter for time tracking and task management. Has client task features. Caters to bookkeeping firms, a Fieldguide alternative for workflow automation. Growing slower than Fieldguide.Read more
Fieldguide FAQ
What is Fieldguide and what does Fieldguide do?
Fieldguide is cloud-based software designed for accounting firms to manage audits and advisory engagements. It automates tasks, manages documents, and streamlines client communication, helping firms improve efficiency, collaboration, and client satisfaction. Fieldguide is trusted by leading accounting firms and aims to boost revenue and streamline operations.
How does Fieldguide integrate with other tools?
Fieldguide integrates with various tools to enhance its functionality. It offers a client portal for secure document sharing and communication, and supports document management for efficient organization. Additionally, Fieldguide automates recurring tasks through workflow and engagement automation.
What the main competitors of Fieldguide?
Top alternatives to Fieldguide include Karbon, Inflo, and TaxDome. These platforms offer similar features for accounting firms, such as workflow automation, client portals, and document management. Other competitors include Keeper, Canopy, and Financial Cents.
Is Fieldguide legit?
Yes, Fieldguide is a legitimate cloud-based software solution for accounting firms. It's trusted by leading firms and offers features like automation, document management, and streamlined client communication to improve efficiency. Positive reviews highlight its user-friendly interface and excellent customer support.
How much does Fieldguide cost?
I couldn't find pricing information for Fieldguide. For the most current pricing details, it's best to visit their website or contact their sales team directly. This will help determine if Fieldguide is worth the investment for your specific needs.
Is Fieldguide customer service good?
Fieldguide's customer service is excellent. Reviews consistently praise the support team's responsiveness, helpfulness, and proactive feedback integration. Users appreciate the quick follow-up and assistance with implementing features or finding new ways to utilize the platform.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.