# Page 2 | Fieldguide Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 2 - Is Fieldguide the right Accounting Practice Management solution for you? Explore 42 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/215105/Fieldguide/reviews --- Fieldguide 4.7 (42) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Page 2 - Reviews of Fieldguide ## Showing most helpful reviews Showing 26-42 of 42 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use AP Anchal P. Senior Consultant Accounting Used the software for: 6-12 months ### "User friendly" October 6, 2023 4.0 Great Pros User friendly, smooth communication between the auditor and client, manages documents well. Cons Nothing as such, I like field guide and it is improving day by day. Review Source PR Pete R. Director of IT Risk Advisory Accounting Used the software for: 6-12 months ### "Major Efficiency Boost" January 22, 2021 5.0 The people at 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. Pros The 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. Cons There really are no significant cons with the product that we have found so far. has been releasing new features almost weekly and has been super responsive to requests and suggestions. Review Source BB Brian B. Business Risk Services Director Information Technology and Services Used the software for: 2+ years ### "Great Platform" August 8, 2023 5.0 Pros Ease of use, ease of transparency, ease of collaboration Cons Would like to see more automation and integration with other audit frameworks Review Source VR Varsha R. Senior Information Technology and Services Used the software for: 6-12 months ### "Fieldguide review" May 11, 2023 5.0 Pros Its very user friendly. Its very convenient to test, document and monitor project status through Feildguide Cons Nothing yet. But the clients have been complain about the document upload process. Review Source ZS Zach S. RAA Intern Accounting Used the software for: Less than 6 months ### "Great Customer Service" November 27, 2023 5.0 Pros The best part about using was the incredible customer service and quick feedback loop. The team always followed up quickly and helped us implement new features or discover new ways of using the platform to make our jobs easier. Cons Overall, I don't have any big complaints about the product. I think one point of improvement could be drag & drop functionality in the browser to allow for easier management of sheet rows. Review Source SL Stan L. Partner Accounting Used the software for: Less than 6 months ### "FieldGuide" September 2, 2022 4.0 The (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! Pros The 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. Cons The 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. Review Source TC Trista C. Manager Accounting Used the software for: 6-12 months ### "Love the product and the fieldguide team" November 24, 2021 5.0 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. Pros Easy to use and the automation helps with engagements. Cons There 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. Review Source fD francis D. RIsk Service Associate Accounting Used the software for: 6-12 months ### "Wonderful Tool For Testing COntrols" June 7, 2023 5.0 Pros I can see the controls easily and get to where I need to go. Cons Slow at times and buggy, could support more files formats. Review Source Peter K. Director of A&A Accounting Used the software for: 1-2 years ### "Changing public accounting" May 25, 2021 5.0 Great business partner in deploying out training and engagements. Pros Linking and search capability functions are phenomenal. Makes it much more efficient to do work in regards to workflow. Cons Reporting functionality for reports still in its infancy. Best practices developed by help overcome that. Alternatives considered [MyVCM](https://www.capterra.com/p/149324/MyVCM/) Reason for choosing Fieldguide Cost and ease of use. Review Source AN Abby N. Manager Financial Services Used the software for: Less than 6 months ### "Fieldguide Audit Engagement Platform" May 24, 2021 5.0 My experience with 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 Pros Automation capability: I am able to change control verbiage and 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. Cons Lack of formatting (color, bold, etc.) in sheets however the team is working on this. Review Source BB Brandon B. SOC Senior Accounting Used the software for: 6-12 months ### "Withum User Using Fieldguide for Client Collaboration" October 5, 2021 4.0 Pros 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. Cons The 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. Review Source MS Manik S. Senior consultant Accounting Used the software for: Less than 6 months ### "Fieldguide the time saver " July 3, 2023 5.0 Pretty decent Pros It helps us save lot of time. Easy to use Cons Sometimes can be very overwhelming Takes time to adjust Review Source BB Benjamin B. IT Risk Advisory Staff Accounting Used the software for: 6-12 months ### "Great Engagement Software" December 6, 2023 5.0 Pros Easy to use, helps with efficiency, robust platform that can become a central location for all of your work. Cons When transitioning to , it took some time getting used to how things work. After a short period of time the platform becomes very intuitive and easy to use. Review Source AL Amy L. Senior Auditor Accounting Used the software for: 1-2 years ### "Excellent product" January 19, 2023 5.0 Pros Easy to use product with time saving automations. Cons Product can be sluggish at times but customer support is quick to respond. Review Source DE Donald E. IT Risk Manager Information Technology and Services Used the software for: 6-12 months ### "Best Product for Productivity" December 1, 2023 4.0 Overall experience has been great, it has truly helped from a document management and splitting up work perspective. Pros Everyone can work on the same workpapers simultaneously. Cons Reports take a lot of work to create. Templates can be finicky. Switched from [CCH ProSystem fx](https://www.capterra.com/p/176070/CCH-ProSystem-fx/) Clunky system, hard to check in and out files. Review Source TC Trista C. Manager Accounting Used the software for: Less than 6 months ### "Trista's Review" May 20, 2021 5.0 The product has been really nice and as we get more familiar with it we will see it to be come a product that allows us to be even more efficient and focus on the material rather than the planning and prepping throughout the engagements. Pros I love how the layout is nice and simple. It takes some getting used to when your new but its not overwhelming to the eye and visually nice. Cons Not much I don't like. The company has been great to work with and has helped us in many ways ensure that the product works for us. Reason for choosing Fieldguide I believe it was because of the functionality of from the demo it appeared to be what we were looking for. Review Source RE Rick E. Director Accounting Used the software for: Less than 6 months ### "Satisfied User" February 13, 2023 5.0 Pros I just like how all the workflows work, and how it takes all of our tasks and organizes them in an efficient way. It also help us eliminate clumsy and time consuming Excel spreadsheets. Cons Nothing that I have noticed at this time Review Source ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Talk to a Capterra advisor for free and get results within 15 minutes.