Deliver a modern digital client experience

Fieldguide Client Hub makes it easy for clients to work with your team
from request to report.

“Clients are loving Fieldguide! They say it makes way more sense, it is much easier.”

Chris Ellingwood

Principal, BerryDunn

Delight your clients with a modern client portal

Save hours of time for your team and clients by automating the submission and review of requests across engagements.

Improve client responsiveness by collaborating in real-time over control libraries, documents, test procedures, and reports.

Make it easy for clients to submit work through multiple system integrations and streamlined user management.

Clients rate Fieldguide 10 out of 10 for the easy way they can work with
audit and advisory firms

Clients get real-time visibility into outstanding tasks and requests needed to keep engagements on track.

Easily see and follow up on what’s outstanding, so you keep engagements on track.

Get the right person on the client team to follow up with tasks and requests.

Fieldguide’s integrated request management eliminates the need for cumbersome email back-and-forths with clients.

Reduce client frustration by automatically syncing documents to any relevant control or engagement - in just one click.

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

Fieldguide improves client responsiveness and reduces potential errors by enabling real-time collaboration on documents, reports, and more.

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

Enable clients to easily comment on different parts of a report, while automatically incorporating their latest feedback.

Fieldguide’s engagement platform makes it easy for clients to streamline enterprise integrations and user management.

Fieldguide integrates to over a hundred different client systems, including HR, ticketing, accounting, and more.

Give clients the ability to invite as many team members as they want, with the appropriate privileges they need.