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Description
Fieldguide enhances assurance and advisory services by providing a comprehensive platform for workflow automation and collaboration. Say farewell to mundane tasks and boost your efficiency while minimizing mistakes through automation throughout the engagement lifecycle, encompassing everything from requests to reporting. Are you frustrated with information spread across various unconnected applications? Consolidate your entire engagement process within a unified, cloud-based platform. The landscape of technology has evolved significantly since the 1990s. Ensure you meet the seamless, collaborative experiences your clients demand. You can start utilizing Fieldguide for a single practice or implement it across your entire organization. Designed specifically for contemporary assurance and advisory firms, Fieldguide streamlines the complete engagement workflow digitally on a single, cloud-native platform. With a foundation built by former Big Four professionals and skilled technology experts, our platform has gained the trust of leading CPA firms, ensuring a reliable solution for modern business challenges. As the industry continues to change, adopting such innovative solutions becomes increasingly vital for success.
Description
Enhance both productivity and security through the most sophisticated cloud solutions tailored for content management and collaboration. Trust Synergy to fulfill your IT support demands, offering a range from basic support to high-end services that feature round-the-clock assistance, a dedicated help desk for both Synergy and Office, engineering expertise, and strategic consulting. This system is meticulously crafted to comply with rigorous security and regulatory standards, particularly those relevant to sectors like financial services, legal firms, and consulting agencies. Utilizing cloud-native technologies such as Docker and Kubernetes, it ensures a cloud-agnostic infrastructure that seamlessly operates across both public and private cloud environments. You can securely store your documents and collaborate from any location, benefiting from advanced functionalities such as version control, straightforward sharing options, and robust search capabilities. Moreover, manage, track, and refine all your projects within a unified platform where discussions lead to actionable outcomes, timelines are adhered to, tasks are delegated appropriately, and all participants maintain clarity regarding their responsibilities and progress. This holistic approach not only boosts efficiency but also fosters a more cohesive work environment.
API Access
Has API
API Access
Has API
Integrations
Adobe Acrobat
Amazon Web Services (AWS)
CortexDecoder
Docker
Dropbox
Formative
Google Cloud Platform
Google Drive
Kubernetes
Microsoft 365
Integrations
Adobe Acrobat
Amazon Web Services (AWS)
CortexDecoder
Docker
Dropbox
Formative
Google Cloud Platform
Google Drive
Kubernetes
Microsoft 365
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Fieldguide
Founded
2020
Country
United States
Website
www.fieldguide.io
Vendor Details
Company Name
Synergy
Website
www.synergy.page/
Product Features
Content Collaboration
Client Portal
Cloud Storage
Digital Asset Management
Document Creation / Editing
Document Management
Electronic Signature
Feedback Management
File Sharing
Messaging / Discussion
Real-Time / Interactive Editing
Roles / Permissions
Search
Version Control
Video / Image Editing
Workflow / Approval Process
Workflow Management
Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration
Product Features
Content Collaboration
Client Portal
Cloud Storage
Digital Asset Management
Document Creation / Editing
Document Management
Electronic Signature
Feedback Management
File Sharing
Messaging / Discussion
Real-Time / Interactive Editing
Roles / Permissions
Search
Version Control
Video / Image Editing
Workflow / Approval Process
Enterprise Content Management (ECM)
Archiving & Retention
Collaboration Tools
Content Lifecycle Management
Digital Asset Management
Document Management
Electronic Signature
Information Governance
Mobile Access
Search
Version Control
Workflow Management
