How does it know who is at risk?

From the work itself: what documents are still outstanding, whether prep has started, and how the return is moving compared to the calendar.

What about the extended returns after April?

They keep their status through the summer and fall, so the October crunch gets the same early warning the April one did.

Growing firms / Extensions at Scale

Cranston uses document and return status to identify extension candidates before the deadline week. Your firm decides which extensions to file.

Extension candidates visible by mid-March

Document status current for every client

April runs from a managed list

From deadline-week panic to a managed list.

Status is always current
Every client shows where they stand: documents outstanding, in prep, in review, delivered.
The at-risk list surfaces
Clients still missing documents past your cut-off show up as extension candidates automatically.
You decide early
Extend, chase harder, or push through, with weeks of runway, per client, from one view.
You file the extensions
Your firm files each extension from its tax software. Cranston keeps the candidate list current.