Growing firms
Coordination holds as the team and the client list grow.
LiveExplore the live demo: see the full product now
The operating layer for your audit, tax, valuation or advisory practice.
Files existed. Operations did not. Forest runs the engagement itself: client requests, workpapers, review, sign-off, archive.
- Engagement workflows
- Preparer and reviewer sign-off
- Complete audit trail
- Cloud or on-premises
Built for CA and CPA firms, from inside the practice.
Who it’s for
Built for how practices actually run.
Boutique practices
The rigor a reviewer expects, without the overhead.
Multi-department practices
Audit, tax and valuation on one system of record.
Every engagement type
Audit, review, tax, valuation, advisory.
Why Forest
Everything an engagement needs, in one system.
One system for the whole engagement
Workpapers, requests and reviews in one place, by client and section.
Always the right version
Every revision kept, the current one obvious. No more final_v3_FINAL.
Review and sign-off, in order
Preparer, then reviewer, then Partner. Signed against the exact version.
A complete audit trail, automatically
Every upload, edit and review logged as it happens.
The right people see the right sections
Access by role and engagement. One client's figures stay theirs.
Start from engagement templates
Audit, tax and valuation structures ship with Forest, already built.
How it works
Four steps, from kickoff to archive.
Create the engagement
- Audit, tax and valuation structures ship with Forest
- Pick the people as you open it; a Partner is on it from the start
- Every new engagement starts consistent and review-ready
Collect client documents
- Ask for exactly the documents you need, with a deadline
- The client uploads through the portal, into the right section
- Overdue requests surface on your dashboard
Organize and review workpapers
- Every workpaper versioned, always the current one
- The preparer signs first, then a reviewer, then a Partner
- Review notes, with the important ones raised first
Lock and archive
- Sign off and close the engagement to editing
- Every action in the Activity log, downloadable as Excel or PDF
- Archived engagements stay readable, never editable
See it in action
The product, not the pitch.
Real screens, captured from the live demo.
The full walkthrough, on YouTube
Prefer a longer look?
Watch the walkthrough, or open the live demo: a complete, sample-data copy of Forest that you can click through without signing up.
Trust & security
Built for work that has to hold up to scrutiny.
When a client, an auditor or a peer reviewer asks a hard question, the answer is already recorded.
Client data stays private
Reachable only by the people you allow. One engagement is never visible from another.
A record you can trust
A history nobody can quietly edit or erase.
Access on a need-to-know basis
Who can view, edit and approve each section, by role and by engagement.
You stay in control of your data
Run it on your own systems and the data never leaves them.
How you run it
Run it our way, or yours.
The same product either way.
Cloud-hosted
We host it for you
- Nothing to install or maintain
- Automatic updates and backups
- Secure by default
- Up and running in days
On-premises
Run it on your own systems
- Your data stays in-house
- Meets strict data-residency rules
- Full control over access and backups
- Works behind your firewall
Works everywhere
On every computer in your office.
A native app for the team, a web portal for clients.
MacNative app
WindowsNative app
LinuxNative app
See Forest with your own engagements.
Book a short, no-pressure walkthrough and we’ll show you how Forest fits the way your firm already works, and how quickly your team can get started.
Prefer to talk? Call us now, +91 93094 02481