Start with a complete file
Cranston finds missing documents before prep starts. It drafts one client request for every missing item.
Tax prep and accounting software that runs itself
Cranston works with QuickBooks, Drake, CCH Axcess, and the rest of your stack. AI prepares the work. Your reviewers make the calls.
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What Cranston does for your firm
It prepares the work inside the software you already use. Your team reviews and approves it.
Tax prep
Cranston prepares the tax return for you
It reads the client documents and enters the return in Drake, Lacerte, CCH Axcess, or UltraTax. Your preparer checks a finished draft instead of typing it in.
Document check
It catches missing and wrong documents
Cranston compares each document package against last year's return. It flags the missing 1099 or the wrong-year statement, then writes the client follow-up email. You approve it before it sends.
Bookkeeping
It does the monthly bookkeeping
Cranston classifies transactions, reconciles accounts, and drafts journal entries in your existing QuickBooks. Your reviewer gets a short list of exceptions to check.
Practice management
Track every client's status on one board
See which returns await documents or review and which are complete. Cranston updates the board when a return changes stage.
AI prepares. Your reviewers make the calls.
Cranston prepares the work. Your reviewer must approve it before Cranston sends or files anything.
Your reviewer has the final say
AI drafts the work. Nothing posts, files, or reaches a client until your reviewer approves it.
Close the books faster
Cranston matches bank and credit card activity to QuickBooks, flags what doesn't line up, and drafts the fixes for your review.
All your work, working together
Cranston keeps each client's documents, books, returns, and email together so the next step is always ready.
Works with your software
Cranston connects to QuickBooks, Drake, TaxDome, and Gmail. You keep your current software and data.
Client data stays private and secure
SOC 2 Type II
Type II examination in progress for the controls that handle customer data.
Enterprise security controls
Encryption, role-based access, PII protection, audit logs, and SSO across the platform.
GLBA
Aligned with GLBA and IRS Pub. 4557 safeguards for taxpayer data.
Each firm works in its own isolated workspace. Read the security page
Pricing
Pay per client book and per prepared return. Flat rates, no credits or tokens.
$30per client book, per month
Bookkeeping
recurs monthly$40per prepared return, any form
Tax prep
billed onceTax practice management: client status, document tracking, workflow
included · $0
Frequently asked questions
How Cranston fits into the way your firm already works.
No. Cranston works with QuickBooks and the tax software your firm already uses, including CCH Axcess and Drake. It prepares the work and sends the finished draft back for review and e-file.
