# Fieldguide Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Fieldguide the right Compliance 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 # Reviews of Fieldguide Ease of use 4.6 Customer Service 5.0 ## Pros and Cons in Reviews KG KUNAL G Sr. AuditorInformation Technology and Services, 11 - 50 employeesUsed the software for: 1-2 years. “My overall experience is good however, editing files especially PDF seems to be difficult in the application.“ August 16, 2024 AP Anchal P Senior ConsultantAccounting, 1,001 - 5,000 employeesUsed the software for: 6-12 months. “User friendly, smooth communication between the auditor and client, manages documents well.“ October 6, 2023 SL Stan L PartnerAccounting, 11 - 50 employeesUsed the software for: Less than 6 months. “The application is intuitive and flexible in terms of configuring it for the way we work with our clients.“ September 2, 2022 Jason P IT AuditorComputer & Network Security, 11 - 50 employeesUsed the software for: 6-12 months. “The software provides a nice interface to exchange documents and notes with auditees/auditors to keep the audit process moving.“ October 5, 2021 ## Showing most helpful reviews Showing 1-25 of 42 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use VR Verified Reviewer IT Auditor Computer & Network Security Used the software for: 6-12 months ### "Fieldguide for Conducting Audit Fieldwork" October 5, 2021 4.0 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. Pros The 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. Cons The 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. Review Source BS Ben S. IT Risk Advisory Accounting Used the software for: 1-2 years ### "Fieldguide Efficiency Updates" September 10, 2024 4.0 My experience has been very positive. Fieldguide continues to improve but I would like to see them to continue to offer different features and options to continue to make the overall experience more efficient. Pros Live time updating and having the ability to have multiple people working on a single engagement. Cons The review process in Fieldguide could be more efficient with the ability to have multiple different views so that someone could review a piece of evidence while also reading a testing table that corresponds to the evidence. Review Source KG KUNAL G. Sr. Auditor Information Technology and Services Used the software for: 1-2 years ### "Its Good and working hard towards becoming better" August 16, 2024 5.0 My overall experience is good however, editing files especially PDF seems to be difficult in the application. Pros Easy to navigate, it saves a lot of time to communicate for a data request from client. Cons PDF Edit seems harder in the application. Review Source CK Chris K. Senior Associate Accounting Used the software for: 1-2 years ### "Fieldguide is Great!" July 8, 2024 5.0 Pros Fieldguide has been a wonderful tool to facilitate our audits; clients love the ease of use, and the tool has streamlined collaboration with our team members across the globe. Cons Can't think of anything - Fieldguide has been great! Review Source TW Taja W. Administrative Assistant Accounting Used the software for: 1-2 years ### "Easy interface" May 24, 2024 5.0 Pros Fieldguide is extremely user friendly for all levels of expertise. It is excellent for document management and keeping connected with team tasks. Cons I have not had a negative experience with Fieldguide yet! Review Source TW Tim W. Senior Manager Accounting Used the software for: 1-2 years ### "Well designed and supported product" December 1, 2023 5.0 Pros The product is great but the customer support and service make it best in class. Cons As we move to a more automated solution it was a challenge to reengineer our internal processes to match Fieldguide's capabilities. Review Source JH Jodi H. Audit Principal Accounting Used the software for: 1-2 years ### "Fieldguide User Review" June 16, 2023 4.0 Pros The linkage and mapping in the background which reduces a lot of the administrative work we used to have to deal with. Cons Handling of tasks (filtering, deleting, addressing, inability to add on certain things) Review Source SP Sandy P. Risk Service Associate Accounting Used the software for: 6-12 months ### "Fieldguide from a it auditor persepective " June 10, 2023 5.0 Pros 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. Cons When 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. Review Source JR James R. Manager Information Technology and Services Used the software for: 1-2 years ### "Review of Fieldguide" April 3, 2023 5.0 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. Pros Redundancy reduction, thoughtful workflows, client integration, process streamlining Cons Flexible but has its limits, newer features / service offerings continue to mature Review Source VR Verified Reviewer Consultant Accounting Used the software for: 6-12 months ### "Fieldguide Review" November 17, 2021 5.0 Pros 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! Cons More information (Key number, document title, etc.) would be helpful on the e-mail notifications. Occasionally it can become slow. Review Source ML Mike L. IT RAS Staff Computer & Network Security Used the software for: 1-2 years ### "Great Platform" November 30, 2023 5.0 Pros FieldGuide is very easy to use, multiple users can edit at once! Cons Minor design limitations and bulk editing Review Source LS Lizzie S. IT RAS Information Technology and Services Used the software for: 6-12 months ### "Fieldguide Review" September 13, 2023 5.0 Pros 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. Cons The only con for this product is that sometimes when scrolling the screen will jump. Review Source CW Charles W. Manager, Risk Management Management Consulting Used the software for: 6-12 months ### "Fieldguide-SSPA" October 12, 2022 5.0 Pros Ease of use, overall workflow, client experience, document and request management Cons 1) 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 Review Source CJ Christian J. IT RAS Accounting Used the software for: Less than 6 months ### "Fieldguide Review" March 13, 2023 5.0 Pros The user interface is very easy to use and provides alot of detail. Cons Sometimes Fieldguide will glitch out and I will have to restart browser. Review Source HK Husnain K. Cybersecurity Consultant Accounting Used the software for: 1-2 years ### "FIELDGUIDE IS A MUST HAVE AUDIT TOOL" June 18, 2025 5.0 10/10 - Went from working in spreadsheets to fieldguide and it makes everything much easier, saves time, allows you to see changes made to documentation and AI is great. Pros Streamlines auditing process and makes it much easier to document compared to using traditional spreadsheets. Can collaborate with clients and clients really like the requests feature. Cons Nothing comes to mind, can provide feedback to their team and they can add it as an improvement they'll consider Review Source SP Shane P. Managing Director of Information Assurance Services Accounting Used the software for: 1-2 years ### "Better than all the other solutions for completing security compliance assessments. " October 30, 2024 5.0 Great customer success team. There are many opportunities to streamline and automate tasks that were heavily manual in the past. Pros Automation of reports. Ability to create cross-mapped engagements, and streamline processes for both the client and my team. Cons Support for cross-mapped engagements is good but can use improvement in a few areas. Switched from [Smartsheet](https://www.capterra.com/p/79104/Smartsheet/) We got sick of managing a custom solution and wanted a solution more purpose-built to our needs. Review Source AM Ashley M. Risk Advisory Services Accounting Used the software for: 1-2 years ### "Fieldguide " December 11, 2024 4.0 I really enjoy using Fieldguide. It is efficient to have all your workpapers from the client in one spot, pick samples, and complete testing. Pros Fieldguide is user freindly for all engagements. I can use it for SOX testing, SOC reports, and internal audits. Cons When there are excel files, you can only open them in the online version and edit it. If you open it in the desktop version, your changes could be lost. Switched from [CCH ProSystem fx](https://www.capterra.com/p/176070/CCH-ProSystem-fx/) Fieldguide had more efficient processes for completing and updating SOC reports. Review Source JR John R. Senior consultant Accounting Used the software for: 2+ years ### "Other name for professional excellence = Field guide " December 18, 2024 5.0 Pros Client -auditor excellent interaction tool. Cons Reporting parent engagement, exception rating compilation others Review Source SM Sean M. Risk and Advisory Consultant Accounting Used the software for: 1-2 years ### "Fieldguide Review" November 22, 2024 5.0 its great! I use it every day! It has become an extension of my team and I's work. Pros The AI features. These save me a ton of time filling our inherent risk and also with request lists. Cons I dont like how the sheet column changes on SOC Attribute Testing Sheets Review Source VR Verified Reviewer Staff Auditor Accounting Used the software for: 2+ years ### "Reliable, Innovative, Practical." June 12, 2024 5.0 Pros Updates upon feedback are considered proactively. AI features are innovative and useful for my daily job. Feels like I am using a cutting edge technology for my use case. Cons Setting up new engagements (at first), but carrying them over year over year is easy to do. Review Source CW Chris W. Partner Accounting Used the software for: Less than 6 months ### "SOC 2 Automation for Auditors" November 29, 2021 4.0 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. Pros Fieldguide 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. Cons The 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. Switched from [MyVCM](https://www.capterra.com/p/149324/MyVCM/) Cost-benefit analysis no longer made sense in light of Fieldguide's "Auditor first" mindset when compared to MyVCM. Review Source SH Stephen H. Supervisor Accounting Used the software for: 6-12 months ### "Review - SOC auditor" November 17, 2021 3.0 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. Pros The best feature was being able to work in the audit sheets and documents simultaneously with other auditors. Cons Document 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. Review Source FD Francis D. Business Risk Service Associate Accounting Used the software for: 6-12 months ### "Fieldguide a perfect tool for SOC Engagements" June 30, 2023 4.0 Pros 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. Cons I'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. Review Source MA Malcolm A. Consulting Accounting Used the software for: 6-12 months ### "MMA Review" May 5, 2023 5.0 Pros ability to customize dashboards and that the tasks are available to on page start up Cons Sometimes hard to find evidence and filtering can cause some headache Review Source MW Mark W. Senior Auditor Financial Services Used the software for: 1-2 years ### "All-in-One Audit Management" October 6, 2022 5.0 Pros 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. Cons Setting up existing reviews with imports and such was a learning curve but have improved since the beginning. Review Source Talk to a Capterra advisor for free and get results within 15 minutes.