Fieldguide
Accounting practice management software
Accounting & finance software
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What is Fieldguide
Fieldguide is an audit and advisory engagement platform used by accounting and assurance teams to plan, execute, and manage client work in a standardized workflow. It supports engagement scoping, request lists (PBC), workpaper collaboration, review notes, and reporting across audit and related assurance use cases. The product is primarily used by CPA firms and internal assurance teams that want to centralize engagement execution and client collaboration. It differentiates from general practice management tools by focusing on audit/assurance methodology, workpaper workflows, and engagement-level evidence management.
Audit-focused engagement workflows
Fieldguide centers on audit and assurance engagement execution rather than broad firm-wide task management. It provides structured workflows for planning, fieldwork, review, and wrap-up, which helps teams standardize how engagements are run. This focus can reduce reliance on spreadsheets and ad hoc document routing for workpapers and review cycles.
Client request list management
The platform includes tools to manage client information requests (often referred to as PBC lists) and track fulfillment status. This supports clearer client communication and reduces back-and-forth across email threads. Centralized request tracking also helps engagement teams maintain an evidence trail tied to specific procedures and workpapers.
Collaboration and review notes
Fieldguide supports in-platform collaboration for engagement teams, including review notes and issue tracking tied to workpapers. This can improve visibility into open items and reviewer feedback compared with storing comments across separate documents. It also helps managers monitor progress at the engagement level without relying solely on manual status updates.
Less suited for tax workflows
Fieldguide is oriented toward audit and assurance engagements, so firms with heavy tax preparation and tax resolution workloads may find gaps in tax-specific processes. Tax organizers, return-centric workflows, and tax deadline management are typically stronger in tax-first systems. Firms may need additional tools to cover end-to-end tax practice operations.
Not a full accounting system
Fieldguide does not replace core bookkeeping or general ledger accounting software. It is primarily an engagement execution layer, so financial transaction processing, invoicing, and accounting close functions generally remain in other systems. Organizations should plan for integrations or parallel systems for core accounting operations.
Integration depth varies by stack
The value of Fieldguide depends on how well it connects to a firm’s document management, identity, and accounting ecosystem. Some firms may need process changes or additional configuration to align templates, workpaper standards, and client portals with existing tools. If required integrations are limited or require custom work, implementation effort can increase.
Seller details
Fieldguide, Inc.
San Francisco, CA, USA
2020
Private
https://www.fieldguide.io/
https://x.com/fieldguideio
https://www.linkedin.com/company/fieldguide/
