Growing firms
As your team and client base expand, Forest keeps every engagement structured and visible, so coordination stays tight as you scale.
NewNow available cloud-hosted or fully on-premisesThe operational layer
The operational layer
your firm never had.
Forest gives CA firms one system to run engagements end to end:
client requests, workpapers, reviews, sign-offs, and a complete audit trail. Not LAN folders, WhatsApp, and Excel stitched together.
- Engagement workflows
- Maker-checker sign-off
- Complete audit trail
- Cloud or on-premises
Built for CA firms, from inside the practice.
Who it’s for
Built for how CA firms actually run.
From statutory audit to tax, valuation, and advisory, Forest runs every engagement on one structured, accountable workflow.
Boutique practices
Move fast without cutting corners. Forest brings the structure and rigor that clients and reviewers expect to every engagement.
Multi-department practices
Audit, tax, and valuation under one roof, on one shared system of record.
Every engagement type
Statutory audit, internal audit, tax, valuation, and advisory, all on the same accountable workflow.
Why Forest
Everything an engagement needs, in one system.
One system for the whole engagement
Every workpaper, request, and review for an engagement lives in one place, organized by client and section, never scattered across folders, inboxes, and chats.
Always the right version
Forest tracks every revision of every workpaper for you. No more “final_v3_FINAL”: you always know which version is current, and you can go back to any earlier one.
Maker-checker review and sign-off
Send work up the preparer and reviewer chain and capture a formal sign-off, recorded against the exact version that was approved.
A complete audit trail, automatically
Every upload, edit, and review action is logged as it happens. When an auditor, client, or peer reviewer asks, the answer is one click away.
The right people see the right sections
Give each person access only to what their role and engagement allow. One client's sensitive financials are never visible to another.
Start from engagement templates
Spin up audit, tax, and valuation engagements from pre-built section structures, so every new engagement starts consistent and review-ready.
How it works
Four steps, from kickoff to archive.
- 01
Create the engagement
Start from an audit, tax, or valuation template with the section structure already built, so the team knows exactly what goes where.
- 02
Collect client documents
Clients upload straight into the right section through the portal. No more chasing files across WhatsApp threads and email chains.
- 03
Organize and review workpapers
Work in sections and versions under access control, then move it up the maker-checker chain. Every action is logged as it happens.
- 04
Lock and archive
Sign off, freeze the engagement, and keep an immutable record that stays peer-review-ready, without reconstructing what happened later.
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, you need a confident answer. Forest is designed so that keeping client data safe and proving what happened is simply how it works.
Client data stays private
Workpapers are protected and only reachable by the people you allow, and one client's engagement is never visible to another.
A record you can trust
Every action is captured in a history that can't be quietly edited or erased, so you always have reliable proof of what happened.
Access on a need-to-know basis
Decide exactly who can view, edit, and approve each section, by role and by engagement, so sensitive work stays in the right hands.
You stay in control of your data
Forest can run on your own systems, so your most sensitive client data always remains fully under your control.
How you run it
Run it our way, or yours.
Forest works the way your firm needs it to. Let us host it for you, or keep everything on your own servers. Either way, you get the same product and the same complete control over your documents.
Cloud-hosted
We host it for you
The simplest way to start. We run and maintain Forest for you in a secure cloud, with automatic updates and backups. There's nothing to install or look after, and your team can be up and running in days.
- 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
For firms with strict confidentiality or data-residency rules, Forest can run entirely on your own servers, inside your own network. Your documents never leave your infrastructure, and you stay fully in control.
- 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.
Your team works in a fast, native app on Mac, Windows, and Linux, while clients upload through a simple web portal. The same clear experience for everyone, with both light and dark modes, and nothing complicated to set up.
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? +91 93094 02481