Client Request Inbox
Every client ask in one queue, with the client’s file already in context.
Growing firms / Staff Review Queues
Review starts at the findings
Cranston lists open items first and links each figure to its source. Reviewers can start with the items that require professional judgment.
Get started
Findings appear first
Each figure links to its source
Sign-off is recorded on the work
How review works
From prepared draft to signed-off work.
Work arrives review-ready
Cranston puts each prepared return or reconciliation in the review queue with its findings.
Findings lead
The wrong-year mortgage statement, the missing EIN, the unexplained variance: listed first, each with its source page attached.
Open the source with one click
Click a figure to open its source document.
Sign-off is recorded
The work record shows the preparer and reviewer for each approval.
Review queue questions
No. It prepares, checks, and flags. Elections, judgment calls, and approval belong to your reviewers, and filing happens from your software.
