How Fieldguide Enhances the Client Experience at AARC-360
At AARC-360, we continually look for ways to improve the audit experience while maintaining the personalized service, accessibility, and communication our clients value. In 2025, that commitment led us to search for an audit collaboration platform that could strengthen the way our teams and clients work together throughout an engagement.
We chose Fieldguide because its approach aligns closely with many of the values that guide AARC-360: quality, efficiency, transparency, and collaboration. By combining innovative technology with the professional judgment and personal attention of our engagement teams, we believe we can deliver an audit experience that is more organized, responsive, and efficient from planning through completion.
And after using Fieldguide during the first half of 2026, we are seeing those benefits in practice.
Making Evidence Gathering Easier
Evidence gathering can be one of the most time-consuming and administratively challenging parts of an audit. Traditionally, auditors and clients have relied heavily on spreadsheets, email and Teams message chains, and manual tracking methods to manage requests, monitor progress, and communicate follow-up items.
Those processes can become cumbersome—particularly when an engagement involves multiple stakeholders, controls, documents, requests, and deadlines.
Fieldguide provides a centralized environment for managing requests, evidence, comments, and status information. Clients can more easily see what has been requested, what has already been provided, and what still requires attention without searching through emails or maintaining separate tracking spreadsheets.
Statuses and follow-up requests can be communicated in real time, supported by customized notifications and dashboards.
Greater Visibility and Clearer Communication
Centralizing the audit workflow also provides both clients and AARC-360 engagement teams with greater visibility into the status of the audit.
Clients have a clearer view of outstanding requests and overall engagement progress. Our audit teams can more effectively monitor the engagement, identify open items, and communicate follow-up questions.
Importantly, Fieldguide doesn’t replace direct communication between our professionals and our clients. Instead, it gives those conversations better context. Everyone can work from the same information and more clearly understand what has been completed, what remains outstanding, and what needs to happen next.
Reducing the Burden of Follow-Up
Follow-up requests are an unavoidable part of an audit but managing them doesn’t have to create unnecessary administrative burden.
With Fieldguide, follow-up questions can remain connected to the original request and supporting documentation. That makes outstanding items easier to identify and allows clients to respond in context, while giving our auditors a more organized way to review the additional information.
The result is a clearer process with fewer opportunities for requests to become lost in long email or message chains.
Technology Supporting a Better Audit Experience
For our clients, we’ve seen Fieldguide contribute to a more organized and less burdensome audit experience. Requests are accessible in one place, expectations are clearer, and engagement progress is easier to monitor.
We have also received positive feedback directly from clients using the platform. Clients have specifically appreciated the ability to see their outstanding requests in one place and more easily understand what remains to be completed. That feedback reinforces one of our primary objectives in implementing Fieldguide: making the audit process easier for our clients to navigate while maintaining clear and consistent communication throughout the engagement.
For our engagement teams, the platform supports stronger project management, greater consistency, and more efficient audit execution.
But technology is only part of the equation.
A successful audit still depends upon professional judgment, technical expertise, communication, responsiveness, and strong client relationships. Fieldguide doesn’t replace any of those things. It gives our professionals a better platform through which to deliver them.
Ultimately, our implementation of Fieldguide supports AARC-360’s broader goal: delivering high-quality audit and assurance services while continually improving the experience of the clients we serve.
By combining innovative technology with the personalized service our clients expect from AARC-360, we’re creating a clearer and more efficient path from the first audit request through engagement completion.
Amberly McMillin
Audit Manager, AARC-360
