Forest - Sell Project

Forest is a finished, ready-to-sell audit working paper platform for CA & CPA firms worldwide. It replaces shared drives, email & spreadsheets with one controlled place for every engagement. What it does Engagements: each client job gets its own folders & files Version history: every change is saved, so nobody works on the wrong copy Review & sign-off: preparers & reviewers sign off each paper and leave review notes Access control: people see only the engagements they are on. Access can be time-limited Departments & designations: set up the firm’s structure and decide what each role can do Templates: standard documents & folder sets per department, kept up to date for everyone Roll forward: start next year’s engagement from last year’s in one step ZIP import: bring in existing client files quickly Archive & restore: close finished work and bring it back when needed Activity log: a tamper-evident record of who did what & when Encryption: optional end-to-end encryption of documents Client sharing: share links & file requests to exchange documents with clients Works with Office: open & save working papers straight in Word & Excel How it runs A Windows desktop app connected to a cloud server on AWS, with automatic updates. Who built it A Big Four-trained Chartered Accountant (CPA equivalent) & a San Francisco software engineer. Why buy it Big players like CaseWare, Wolters Kluwer & Thomson Reuters are priced for large firms. Forest gives small & mid-sized firms the same control at a much lower cost. A buyer skips the long, costly build and can start selling straight away