Client Request Inbox
Every client ask in one queue, with the client’s file already in context.
Growing firms / Firm Reporting
See current work across the firm
Cranston shows each return stage, missing client document, and pending review item. Firm leaders can correct backlogs during the season.
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Returns by stage, live
Documents outstanding per client
Review and close backlogs visible
What the overview shows
One screen shows current work across the firm.
Returns by stage
Documents in, workpaper built, exported to your software, delivered. Every active return is counted where it stands.
Who owes you what
Clients awaiting documents, with the requests behind the count one click away.
Where work is waiting
Items pending review and closes still open, so backlogs show up while they are still one afternoon deep.
Firm reporting questions
No. The numbers come from the work itself as it moves. Nobody updates a tracker.
