For accounting and tax firms

Your team is already using AI on client email.

Do you know if it's compliant?

You see what ForthWrite drafted, what your preparer changed before sending, and which model wrote it.

30-day trial. 2 seat minimum. $79 per seat per month.

Team / Review record
Review record
All preparersLast 12 weeksExport CSV
SentPreparerClientModelEdited
12 SepM. Reyeshartley@brightpath.exampleclaude-sonnet-538% changed
12 SepJ. Vanceops@nordmark.exampleclaude-sonnet-59% changed
11 SepM. Reyesamy@fielder-co.examplegpt-4ounchanged
9 SepD. Okafornot recordednot recordededits only

The owner and admin view. Team members do not see it.

ForthWrite drafts; a person sends. This is a record of how a message was written. It is not a mail archive, and it is not compliance advice.

01

Which client emails has it touched?

Filter by preparer and by date range. Every row carries the client, the subject, and the surface it was written in. Export the range as a CSV you can hand to someone else.

Team / Review record
Preparer: M. ReyesLast 12 weeksExport CSV
Re: Extension and the missing 1099s12 Sep
Re: Payroll reclass before we file11 Sep
02

Did it go out the way the model wrote it?

Open a row and you get the inbound message, the first draft, each revision with the instruction behind it, and the version that was actually sent. The draft starts from that preparer's own sent mail, so what a client reads sounds like your firm rather than like a chatbot.

Team / Review record
Drafted

The extension is filed. We are still waiting on two 1099s before we can close.

Sent

The extension is filed. We still need the 1099-NEC from Brightpath and the 1099-MISC from the equipment lease before we close.

Changed by M. Reyes before sending. ForthWrite wrote the draft and the same person sent it. No second approver is recorded.
03

Which model wrote it?

Model and provider are stamped on the row. Where we did not capture it, the row says so. We never fill it in from your current plan default, because that would name a model that may never have run.

What it does not do

The record tells you where it's thin.

These are the actual notes the product puts in front of an owner, and they travel with the CSV export. A record that hides its own gaps is worse than no record, because you would trust it.

What this range covers
  • Inbound212 / 212
  • First draft212 / 212
  • Revisions168 / 212
  • Sent212 / 212
  • Model196 / 212
  • Revisions are not captured on every surface.

    The web inbox and the Outlook add-in do not record them. An empty Revisions column on those rows means no revision was recorded. It does not mean the draft went out unchanged.

  • Model is blank on 16 of these 212 rows.

    Rows captured before 14 September 2026 read not recorded, and so do drafts from an app version that does not send the model. We leave those blank rather than filling them in from your plan default, which would name a model that may never have run.

  • The contact graph is scoped to each user.

    A firm-wide view of who talks to which client is not something this record provides.

  • We cannot see a paste into ChatGPT.

    This records what ForthWrite drafted. It has no visibility into work done in other tools.

Put the record in place before you need it.

The record starts the day your team starts drafting. It cannot reconstruct email that was sent before then.

30-day trial. 2 seat minimum. $79 per seat per month.

Drafting for one person lives at Inbox. 5.0★ on Chrome Web Store, 1,000+ installs.

Consulting

Firm buried in manual work?

The other half of what we do. We map how your work actually moves before anyone builds, so the systems stick instead of getting abandoned in 90 days.

Process automation consulting

Free 30-minute diagnostic. You leave with three workflows ranked by impact, whether we work together or not.

How the engagement runs
  1. Diagnose
    Free, 30 minutes
  2. Audit
    Fixed scope, two to four weeks
  3. Roadmap
    30 to 60 day plan
  4. Implement
    Scoped from the audit

Every build ships with a written SOP and live team onboarding. We stay until your people own the workflow.