Forest Systems’ Approach to Customer Service: Humans First

In an era where “support” is too often synonymous with chatbots and scripted replies from vendors who are half the world away, Forest Systems is charting a different course.

Humans first.

For us, client service is one of our core competencies. We believe the people behind the product matter as much as the product itself.

While competitors check the boxes for basic accounting, their customer service model too often falls short. Community forums, third-party vendors, and ticket queues might work for small troubleshooting tasks – but not for the high-stakes demands of family offices and accounting professionals managing complex financial environments.

At Forest, we built something different, intentionally.

No chatbots.
No AI help desk.
No scripts.

Our clients get 1:1 support from real people, all of whom are located in the United States. When you reach out with a question or concern, you’re talking to a Forest platform specialist or accounting professional with decades of experience who understands both the software and the realities of operational finance.

We’ve been earning client trust for 30+ years. Some of our current clients go back to our predecessor platform, Financial Navigator. How many accounting software platforms can say that?

One East Coast client shared:

“The Forest team is respectful of where we are, and they’re always helpful—sometimes on our speed dial—with an easy fix for us.”

Another CPA firm told us:

“They’re never reading from a script. They’re a true partner in our process.”

This approach is more than a philosophy – it’s the reason our clients stay. It’s also why you, our client, have been working with your same contact at Forest for over five years. We’re not just a software vendor; we’re a long-term partner in helping you and your family office thrive.

And when clients ask for something new—whether it’s a feature, a workflow enhancement, or a customization—we listen. And, more often than not, we build it.

So yes, we are known for seeing both the Forest and the trees.

And we’re here – with real human team members – to help you see, manage, and grow both.

Daniel Serrano
Chief Client Success Officer
Forest Systems