All Fieldguide Reviews
1-25 of 35 Reviews
Sort by
Peter
Verified reviewer
Accounting, 51-200 employees
Used weekly for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed May 2021
Changing public accounting
Great business partner in deploying out training and engagements.
PROSLinking and search capability functions are phenomenal. Makes it much more efficient to do work in regards to workflow.
CONSReporting functionality for reports still in its infancy. Best practices developed by Fieldguide help overcome that.
Reason for choosing Fieldguide
Cost and ease of use.
Reasons for switching to Fieldguide
More functionality in Fieldguide.
Chris
Accounting, 51-200 employees
Used daily for less than 6 months
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed November 2021
SOC 2 Automation for Auditors
Through Fieldguide we have automated the tracking or processing of our most time-consuming SOC2 processes which enable us to provide a higher quality and more consistent end-result year-over-year. Fieldguide also enables us to embrace each engagements unique components without shoehorning boilerplate into our processes and documents.
PROSFieldguide is clearly designed and innovated with the auditor's perspective in-mind. From engagement setup to statistical sampling and tracking client submissions, it makes the auditor's life easier. In addition, the onboarding experience is the best we've had with any product in the technical space. Our onboarding resources clearly knew the product, auditor workflow, and were excellent guides.
CONSThe only area we would like to see improvement in currently is adding additional frameworks.
Reason for choosing Fieldguide
A strong recommendation from a well-respected peer-firm, the clear auditor-first perspective, and the engagement with Fieldguide regarding roadmaps, questions, etc. during the pre-sales process.
Reasons for switching to Fieldguide
Cost-benefit analysis no longer made sense in light of Fieldguide's "Auditor first" mindset when compared to MyVCM.
Stephen
Accounting, 5,001-10,000 employees
Used daily for less than 12 months
OVERALL RATING:
3
EASE OF USE
2
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed November 2021
Review - SOC auditor
I had a tough time learning the software and getting used to the layout and functionality. It made the audit easier in some regards but more difficult in other regards. Overall, I think it was a little better than our previous audit methods, but there is much room for improvement. Customer service was excellent and always helped us with questions and with implementing new features.
PROSThe best feature was being able to work in the audit sheets and documents simultaneously with other auditors.
CONSDocument organization (moving documents, signing off, deleting, renaming, etc) was clunky and time consuming - being able to perform edits on multiple documents at once would be very helpful.
Reasons for switching to Fieldguide
To find a more collaborative product that produced cumbersome reports automatically.
Tim
Accounting, 501-1,000 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed December 2023
Well designed and supported product
The product is great but the customer support and service make it best in class.
CONSAs we move to a more automated solution it was a challenge to reengineer our internal processes to match Fieldguide's capabilities.
Pete
Accounting, 11-50 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed January 2021
Major Efficiency Boost
The people at Fieldguide have bent over backwards to work with us at every stage from implementation to supporting the team with questions during engagements. This customer-focused approach has been refreshing compared to our experiences with previous vendors.
PROSThe Fieldguide platform has been a major efficiency booster to our audit practice and gives our teams the ability to have complete visibility into our audit engagements. We have tailored our workflow around the product and love the fact that we have all of our workpapers and audit artifacts in the Fieldguide platform with no need to download files to local computers. The report generation ability is a great time-saving feature too.
CONSThere really are no significant cons with the product that we have found so far. Fieldguide has been releasing new features almost weekly and has been super responsive to requests and suggestions.
Reasons for switching to Fieldguide
We have found that other integrated platforms are struggling to deliver true cloud platforms, and bring too much complexity because of integration we simply do not need.
Sandy
Accounting, 51-200 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed June 2023
Fieldguide from a it auditor persepective
Fieldguide seamlessly digitizes the entire engagement lifecycle, delivering unparalleled efficiency and effectiveness.One of the standout features of Field Guide is its all-in-one approach. Gone are the days of juggling multiple tools and systems to manage engagements. Field Guide consolidates everything onto a single platform, streamlining our workflows and reducing manual effort. This has significantly improved our productivity, allowing us to focus on delivering top-notch service to our clients.
CONSWhen importing a excel sheet to fieldguide to create samples it can get sometimes buggy where it doesn’t match up right in fieldguide. For example columns and rows don’t match up.
Anonymous
1,001-5,000 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed November 2021
Fieldguide Review
The responsiveness of the Fieldguide team. When an issue or concern is brought up they are always quick to respond and a fix is usually not far behind!
CONSMore information (Key number, document title, etc.) would be helpful on the e-mail notifications. Occasionally it can become slow.
Brian
Information Technology and Services, 5,001-10,000 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed August 2023
Great Platform
Ease of use, ease of transparency, ease of collaboration
CONSWould like to see more automation and integration with other audit frameworks
Taja
Accounting, 201-500 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed November 2023
Excellent Project Management Tool
Ease of Use - anyone can learn and use fieldguide like a pro Organization - everything is easy to find, and logical to its location Collaboration - ease of sharing and collaborating with other uses streamlines the process and keeps everything running smoothly
CONSThe only thing I wish was different is I would love to see a static search bar remain at the top of the page for quicker access into other folders.
Mike
Computer & Network Security, 201-500 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed November 2023
Great Platform
FieldGuide is very easy to use, multiple users can edit at once!
CONSMinor design limitations and bulk editing
Anonymous
11-50 employees
Used daily for less than 12 months
OVERALL RATING:
4
EASE OF USE
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed October 2021
Fieldguide for Conducting Audit Fieldwork
Really good product with a few bugs, but the support teams and williningness to provide flexible services where possible to continue building the product goes a long way.
PROSThe software provides a nice interface to exchange documents and notes with auditees/auditors to keep the audit process moving. It's intuitive which avoids confusion when uploading documents and changing task status. The dashboards also provide a nice status summary of audits so both auditees and auditors know the status of fieldwork in real time. Most importantly the software comes with very timely and professional support when there are questions or issues.
CONSThe reporting functions are a little over complicated. A feature to simply print to pdf/word report narrations, and tables without creating separate templates would be ideal. There is also a lack of reference points/user guides to help perform import function and generate reports. The guess and check methods of learning what the software will do in certain scenarios in inefficient, and a summary/user guide would be helpful to answer common questions, provide step by step procedures, warnings, FYIs, etc. One major item with importing is its unclear what gets overridden vs. is added in the software in addition, and this makes for a messy setup at time.
Francis
Accounting, 10,000+ employees
Used daily for less than 12 months
OVERALL RATING:
4
EASE OF USE
4
FUNCTIONALITY
4
Reviewed June 2023
Fieldguide a perfect tool for SOC Engagements
The dashboard is really good, I like how it shows all your tasks and what requests are open, ready for review, or changed requested. The look of the tool is very modern and way better than PFX. I prefer working on Fieldguide then PFX.
CONSI've had sometimes the website crash on me when i'm in a documenting and testing the controls. Fieldguide could be more smooth. The editing tools for tagging documents could use a overhaul such as adding more features. For example adobe allows me to add stamps. I wish Fieldguide can do that.
Stan
Accounting, 11-50 employees
Used daily for less than 6 months
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed September 2022
FieldGuide
The FieldGuide (FG) software is very intuitive and flexible in terms of configuring it for how we work and conduct our audits. The FieldGuide software has allowed us to standardize the way we perform our audits, thus helping us become more efficient. The FG onboarding/implementation support team has been exceptional. [SENSITIVE CONTENT] and her implementation team were/are awesome. They didn't just provide us with some documentation and say, "call us if you need us." They had a structured onboarding plan and have gone above and beyond to set us up for success!
PROSThe application is intuitive and flexible in terms of configuring it for the way we work with our clients. The implementation team was amazing to work with; extremely knowledgeable about the product and best practices.
CONSThe metrics offered on the client dashboard could be enhanced to provide more insight on the overall audit progress.
Reason for choosing Fieldguide
Our software selection team participated in three demos and made our decision based on software design (features, ux), support and price and felt strongly that FeildGuide was the right choice overall. It was also highly recommended by a partner firm.
Jodi
Accounting, 201-500 employees
Used daily for less than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed June 2023
Fieldguide User Review
The linkage and mapping in the background which reduces a lot of the administrative work we used to have to deal with.
CONSHandling of tasks (filtering, deleting, addressing, inability to add on certain things)
Reasons for switching to Fieldguide
PFX was more of a financial based system and wasnt cloud based so wanted a SOC specific SaaS product w/ cloud hosting.
Abby
Financial Services, 201-500 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed May 2021
Fieldguide Audit Engagement Platform
My experience with Fieldguide and the Fieldguide team has been fantastic. The team has been extremely helpful during our transition. They are very responsive when we have questions and have provided us additional training videos on the fly. They are open to our suggestions and have made several updates based our recommendation. They keep the lines of communication open. They are a delight to work with! Managing our information request list has been so much easier for us and our clients. Our clients are very happy about this. Fieldguide is eliminating the need to make the same update in multiple documents/places. This will allow us to become more efficient and decrease administrative work
PROSAutomation capability: I am able to change control verbiage and Fieldguide automatically updates it multiple places. Requests: Using the request feature in Fieldguide has made it very easy to keep track of requests and made communication and follow-up for requests a snap.
CONSLack of formatting (color, bold, etc.) in sheets however the Fieldguide team is working on this.
Reasons for switching to Fieldguide
To automate our workflow process and reduce time spent on administrative tasks.
James
Information Technology and Services, 501-1,000 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
3
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed April 2023
Review of Fieldguide
Incredibly positive. Their support team is second to none and incredibly responsive, and they seek feedback frequently and often. I see the fruit of that feedback as well in the product.
PROSRedundancy reduction, thoughtful workflows, client integration, process streamlining
CONSFlexible but has its limits, newer features / service offerings continue to mature
Mark
Financial Services, 11-50 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed October 2022
All-in-One Audit Management
I like the ability to manage multiple engagements all in one place. The ability to review and document audit procedures across multiple engagements without logging in to different tools. The ability to review documentation in the application without opening other applications.
CONSSetting up existing reviews with imports and such was a learning curve but have improved since the beginning.
Brandon
Accounting, 1,001-5,000 employees
Used daily for less than 12 months
OVERALL RATING:
4
EASE OF USE
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed October 2021
Withum User Using Fieldguide for Client Collaboration
The process was incredibly easy to onboard our clients as well as upload controls, requests, etc. I really like being able to have a conversation within a task/request/document with our client as it does not require back and forth via email/calls and all comments can be found easily in one place.
CONSThe only "con" I could think of is I had a bit of trouble when it came to filtering the requests numbers. Often when I logged in they were not in order chronologically.
Lizzie
Information Technology and Services, 201-500 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
FUNCTIONALITY
4
Reviewed September 2023
Fieldguide Review
The product is very user friendly. There are also a lot of functions such as the filtering that make it easy to find what you are looking for.
CONSThe only con for this product is that sometimes when scrolling the screen will jump.
Varsha
Information Technology and Services, 10,000+ employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed May 2023
Fieldguide review
Its very user friendly. Its very convenient to test, document and monitor project status through Feildguide
CONSNothing yet. But the clients have been complain about the document upload process.
Ben
Accounting, 501-1,000 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed September 2023
Review of the Fieldguide SOfware
The ease of use in using the product to perform various SOC audits for our clients.
CONSI would like to see Fieldguide's chat/comments feature on evidence requests be updated and improved.
Trista
Accounting, 1,001-5,000 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed November 2021
Love the product and the fieldguide team
This is a great product. I love how easy it is to use and the team has been so helpful in working to ensure the product met our needs.
PROSEasy to use and the automation helps with engagements.
CONSThere is a little lag sometimes in workpapers opening.
Reason for choosing Fieldguide
The product seemed easy to use and exactly what we were looking for.
Reasons for switching to Fieldguide
We wanted a product that would help with automation with the controls and the report.
Anchal
Accounting, 1,001-5,000 employees
Used daily for less than 12 months
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed October 2023
User friendly
Great
PROSUser friendly, smooth communication between the auditor and client, manages documents well.
CONSNothing as such, I like field guide and it is improving day by day.
Charles
Management Consulting, 201-500 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed October 2022
Fieldguide-SSPA
Ease of use, overall workflow, client experience, document and request management
CONS1) Would be nice to have some reporting capabilities that span across all of our clients using form fields or some other metric (e.g. a report of all clients that we identified in a form as having an ISO 27001 or other certification 2) Ability to assign admins at a project level
Malcolm
Accounting, 5,001-10,000 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed May 2023
MMA Review
ability to customize dashboards and that the tasks are available to on page start up
CONSSometimes hard to find evidence and filtering can cause some headache