Fieldguide vs Zeffy

About

Fieldguide is a cloud-based audit and advisory management platform designed for accounting firms and professional services firms — providing engagement management, workflow automation, evidence collection, and reporting tools that modernize the audit process from paper binders and fragmented spreadsheets to a collaborative digital workspace. Founded in 2018 by Jin Chang and Justin Fier in San Francisco, Fieldguide has raised approximately $30 million and targets public accounting firms (CPA firms) performing financial audits, SOC audits, and advisory services who need modern workflow tools.\n\nFieldguide's platform manages the complete engagement lifecycle: engagement setup (creating work programs, assigning steps to staff), evidence collection (clients upload requested documents directly to the portal), workpaper review workflows (staff prepare workpapers, managers review and sign off digitally), and report generation. The platform integrates audit methodology standards (AICPA, PCAOB) and enables firms to build reusable templates for common engagement types. Digital sign-offs and comprehensive audit trails satisfy regulatory requirements.\n\nIn 2025, Fieldguide competes in the audit management market against CaseWare (the dominant audit engagement platform), Thomson Reuters Checkpoint Engage, and Wolters Kluwer TeamMate for CPA firm audit software. The audit management market has been slow to modernize — many firms still use CaseWare's older interface and paper-based processes. Fieldguide's modern UX and cloud-first architecture appeal to firms looking to improve efficiency and attract younger staff who expect better digital tools. The 2025 strategy focuses on expanding to larger regional CPA firms, deepening SOC audit workflow support, and adding AI-powered risk assessment capabilities.