Client Request Inbox
Every client ask in one queue, with the client’s file already in context.
Growing firms / Client Onboarding
Onboard new clients from last year’s return
Cranston reads the prior-year return and creates the client profile, carryovers, and first document request list.
Get started
Prior-year PDFs become working data
First request list generated for you
No re-keying a new client’s history
How onboarding runs
From signed engagement to prepped client.
The prior year comes in
A PDF of last year’s return, from H&R Block, another firm, anywhere, is read and extracted in full.
The client takes shape
Entity details, filing profile, carryovers, and expected forms are built from what the return shows.
The first ask writes itself
A document request list generated from their actual situation goes out through the portal.
The file starts in your software
The client lands in your tax software ready for this year’s work.
Onboarding questions
Scans and photos work. Cranston reads what is legible and lists what it was unable to use, so you know what to ask for.
