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Ratings and Reviews 0 Ratings
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What is Fieldguide?
Fieldguide revolutionizes assurance and advisory services by offering an all-encompassing platform that facilitates workflow automation and collaboration. Say goodbye to tedious tasks and enhance your productivity while reducing errors through automation across the entire engagement lifecycle, including everything from initial requests to final reporting. If you're tired of dealing with information scattered across multiple disconnected applications, you can centralize your entire engagement process using a single, cloud-based solution. The technological landscape has seen remarkable changes since the 1990s, making it essential to provide the seamless, collaborative experiences that clients expect. You have the flexibility to implement Fieldguide for a specific practice or roll it out organization-wide. Tailored specifically for modern assurance and advisory firms, Fieldguide digitizes the entire engagement workflow on a unified, cloud-native platform. Built by a team of former Big Four professionals and adept technology specialists, our platform has earned the confidence of top CPA firms, making it a trusted solution for contemporary business challenges. As the industry evolves, embracing innovative tools like Fieldguide is crucial for maintaining a competitive edge. By integrating such advancements, firms can not only streamline their operations but also enhance client satisfaction and drive growth.
What is Claris Connect?
Digital transformation starts with creating an efficient workflow. Escape the disarray caused by juggling multiple applications by merging your everyday tools into automated processes that boost your business's productivity. Advance your innovative efforts with a unified platform that supports a multitude of applications. You can achieve both ease of use and powerful capabilities without making sacrifices. With a simple series of clicks, you can choose the applications you want to connect, set up triggers and actions, and observe your tools working together seamlessly. Automation can be set up in mere minutes instead of taking days, demonstrating its remarkable efficiency. All of your applications and workflows are crafted to function in unison. Effortlessly combine both cloud-based and on-premises solutions, including custom applications built with Claris FileMaker. You can even oversee device-to-cloud integrations straight from your mobile device. Claris Connect, backed by Claris Core, ensures that our specialized teams in DevOps, CloudOps, and SecOps are constantly striving to deliver state-of-the-art technologies and superior security features. Our extensive security provisions include end-to-end encryption, HSM key management, OAuth, MFA, and AI-enhanced threat detection, guaranteeing that you can connect with confidence. Moreover, this strong focus on security allows you to concentrate on driving innovation without the distraction of potential threats. In essence, embracing this digital transformation not only streamlines your operations but also bolsters your capacity for growth and creativity.
Integrations Supported
Dropbox
Google Drive
Adobe Acrobat
Asana
Claris FileMaker
Docusign
FullContact
Google Sheets
Jira
Mailparser
Integrations Supported
Dropbox
Google Drive
Adobe Acrobat
Asana
Claris FileMaker
Docusign
FullContact
Google Sheets
Jira
Mailparser
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Fieldguide
Date Founded
2020
Company Location
United States
Company Website
www.fieldguide.io
Company Facts
Organization Name
Claris
Date Founded
1985
Company Location
United States
Company Website
www.claris.com/connect/
Categories and 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
Categories and Features
Integration
Dashboard
ETL - Extract / Transform / Load
Metadata Management
Multiple Data Sources
Web Services
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