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What is Synergy?

Boost your productivity and enhance security with cutting-edge cloud solutions specifically designed for effective content management and collaboration. Depend on Synergy to meet your IT support needs, offering a comprehensive range of services that span from basic support to premium options, including 24/7 assistance, a dedicated help desk for both Synergy and Office, engineering expertise, and strategic consulting. This system is intricately designed to meet stringent security and regulatory requirements, especially for industries such as finance, legal services, and consulting. By leveraging cloud-native technologies like Docker and Kubernetes, it guarantees a cloud-agnostic infrastructure that functions smoothly across both public and private cloud platforms. You can safely store your files and collaborate from anywhere, taking advantage of features like version control, easy sharing capabilities, and powerful search functions. Additionally, you can oversee, monitor, and enhance all your projects through a single platform where conversations turn into tangible results, deadlines are respected, tasks are assigned effectively, and all team members maintain a clear understanding of their roles and progress. This comprehensive strategy not only increases efficiency but also nurtures a more integrated work atmosphere, ultimately leading to greater innovation and teamwork.

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.

Media

Media

Integrations Supported

Accur8 TMS
Adobe Acrobat
Amazon Web Services (AWS)
CortexDecoder
Docker
Dropbox
Formative
Google Cloud Platform
Google Drive
Kubernetes
Microsoft 365
Microsoft Azure
Microsoft Excel
Microsoft Word

Integrations Supported

Accur8 TMS
Adobe Acrobat
Amazon Web Services (AWS)
CortexDecoder
Docker
Dropbox
Formative
Google Cloud Platform
Google Drive
Kubernetes
Microsoft 365
Microsoft Azure
Microsoft Excel
Microsoft Word

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

Synergy

Company Website

www.synergy.page/

Company Facts

Organization Name

Fieldguide

Date Founded

2020

Company Location

United States

Company Website

www.fieldguide.io

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

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

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

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