BlogProduct updates
July 11, 2025

Streamline audit workflows with the Vanta + Fieldguide integration

Written by
Fazila Malik
Product Marketing Manager
Reviewed by
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Accelerating security solutions for small businesses 

Tagore offers strategic services to small businesses. 

A partnership that can scale 

Tagore prioritized finding a managed compliance partner with an established product, dedicated support team, and rapid release rate.

Standing out from competitors

Tagore's partnership with Vanta enhances its strategic focus and deepens client value, creating differentiation in a competitive market.

Audits are hard enough. Chasing down duplicate evidence across systems shouldn’t be part of the process. We’re excited to announce we’ve joined Fieldguide’s open ecosystem, the industry-leading AI-powered platform built for top global CPA firms and enterprise-focused audit providers. 

This integration is designed to reduce friction, eliminate redundant work, and help both companies and auditors complete reviews more efficiently with streamlined communications. This also enables auditors to focus on areas requiring deeper professional judgment, such as investigating discrepancies and forming conclusions, while offloading repetitive tasks that typically consume the bulk of engagement time.

One upload. One source of truth. Zero duplicative effort.

More and more companies use Vanta to automate and maintain continuous compliance. To accelerate growth, enhance quality, and transform the client experience, audit firms are modernizing with Fieldguide using purpose-built AI to manage engagements end to end. But until now, keeping those systems in sync has meant duplicate uploads, lengthy email threads, and manual handoffs.

With Vanta joining Fieldguide’s open ecosystem, that’s no longer the case. Auditors can now pull evidence collected in Vanta directly into Fieldguide, so clients only need to upload documents once. Auditors get immediate access to the documentation they need in one place: organized, audit-ready, and always up to date. No more tracking down files. No more wasted cycles.

“Our collaboration with Vanta is a meaningful step toward a more connected ecosystem for trust services. This integration goes beyond data syncing: it accelerates audit workflows by embedding Fieldguide’s agentic AI into firms’ operations. By automating the most labor-intensive parts of testing, firms can deliver faster, higher-quality audits and focus on high-judgment areas to elevate their strategic value.” – Corey Wells, VP, Head of Partnerships – Fieldguide

Accelerate audit reviews with reliable evidence 

With evidence syncing between Vanta and Fieldguide:

  • Auditors can begin reviews immediately, without waiting for documentation
  • Teams avoid uploading the same file in multiple places
  • Fewer follow-ups mean fewer delays and faster time to audit completion
  • Everyone stays on the same page

Whether you're navigating SOC 2, HIPAA, ISO 27001, or another framework, this integration helps streamline the entire process from prep to final report.

Available now for all Vanta auditors

The Fieldguide integration is now available to all Vanta auditors. If you’re working with an auditor who uses Fieldguide, here is how to get started: 

  • Auditors reach out to Fieldguide to get started
  • Customers, reach out to your auditor to learn more

This is just one of many ways we’re continuing to make compliance (and audits) easier, smarter, and more connected. 

Access Review Stage Content / Functionality
Across all stages
  • Easily create and save a new access review at a point in time
  • View detailed audit evidence of historical access reviews
Setup access review procedures
  • Define a global access review procedure that stakeholders can follow, ensuring consistency and mitigation of human error in reviews
  • Set your access review frequency (monthly, quarterly, etc.) and working period/deadlines
Consolidate account access data from systems
  • Integrate systems using dozens of pre-built integrations, or “connectors”. System account and HRIS data is pulled into Vanta.
  • Upcoming integrations include Zoom and Intercom (account access), and Personio (HRIS)
  • Upload access files from non-integrated systems
  • View and select systems in-scope for the review
Review, approve, and deny user access
  • Select the appropriate systems reviewer and due date
  • Get automatic notifications and reminders to systems reviewer of deadlines
  • Automatic flagging of “risky” employee accounts that have been terminated or switched departments
  • Intuitive interface to see all accounts with access, account accept/deny buttons, and notes section
  • Track progress of individual systems access reviews and see accounts that need to be removed or have access modified
  • Bulk sort, filter, and alter accounts based on account roles and employee title
Assign remediation tasks to system owners
  • Built-in remediation workflow for reviewers to request access changes and for admin to view and manage requests
  • Optional task tracker integration to create tickets for any access changes and provide visibility to the status of tickets and remediation
Verify changes to access
  • Focused view of accounts flagged for access changes for easy tracking and management
  • Automated evidence of remediation completion displayed for integrated systems
  • Manual evidence of remediation can be uploaded for non-integrated systems
Report and re-evaluate results
  • Auditor can log into Vanta to see history of all completed access reviews
  • Internals can see status of reviews in progress and also historical review detail
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