# Client Hub

**Updated:** August 11, 2026

Canonical URL: https://www.fieldguide.com/products/platform/client-hub

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# Client Hub
From first request to final report, clients see what you need, share what they have, and work alongside your team.
### Win client loyalty at every step
A modern, intuitive client experience builds trust that fuels loyalty and referrals.
### Clarity on every request
Each request spells out what you need and why, giving clients a clear picture of what to provide.
### Fewer errors, less back and forth
Centralized requests, documents, and reports cut mismatched files and lost email.
### One source of truth for clients
Your team and clients work from the same files in real time, never chasing versions.
## Client experience, simplified
### Client Dashboard
A tailored view shows clients every outstanding request and task in real time, so they always know what you need and when, without chasing updates.
### Request Management
Clients submit and respond to requests where your team works, and Field Auditor reviews each upload early, flagging mismatched items before they cost you weeks.
### Real-Time Collaboration
Clients and your team edit Office and PDF documents and comment on reports together, so there are no downloads, no re-uploads, and no version confusion.
### Integrations & User Management
Clients connect to popular productivity and IT tools for a streamlined team and client experience, so even your biggest accounts can onboard without added friction.
## Recognized by the profession
- **Half** — The top 100 accounting firms choose Fieldguide
- **5x** — CPA Practice Advisor Innovation award winner
- **1st** — AI platform in audit and advisory to achieve AIUC-1 certification
## What Firms Are Saying
> Clients are loving Fieldguide! They say it makes way more sense, it is much easier.
> — Christopher Ellingwood, Senior Manager
> Fieldguide has improved communication and transparency with Forvis Mazars’ clients. The real-time collaborative nature of Fieldguide has increased trust and client satisfaction.
> — Darin McLaury, Director, IT Risk and Compliance
> Clients appreciate the efficiency and transparency. They like being able to see exactly where things stand, and it helps strengthen the relationship.
> — Neha Patel, Partner, Governance, Risk & Compliance Services
## Fewer emails. Faster client responses. See how Client Hub keeps every client request visible and organized.
[Get your personalized demo](/demo)
## More from our AI-native platform
### Embedded AI
AI Chat and AI Actions work alongside practitioners in real time, grounded in firm methodology and context.
[Explore Embedded AI](/products/platform/embedded-ai)
### Field Board
A Kanban-style command center delivering real-time visibility into status, risk, and agent activity across the engagement.
[Explore Field Board](/products/platform/field-board)
### Fieldguide MCP
Connects live engagement data to any MCP-compatible AI tool, letting practitioners ask and act without switching apps.
### Field Auditor
Analyzes evidence gaps and runs testing end to end, covering population, sampling, extraction, and evaluation.
[Explore Field Auditor](/products/agents/field-auditor)

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