Intake that holds at volume
K-1 season volume does not break the pipeline. Every document is read, filed to the right client, and checked against what was expected.
For multi-office firms
One standard, every office
Different offices often use different procedures. Cranston applies one firm process to each return and gives partners one firm-wide view.
Get startedYour procedures, applied without drift
Every office visible from one screen
A full audit trail of what the AI did
Use the same process at any scale
Whether the package is a W-2 or a seventy-page multi-state K-1, the process does not change.
Workpapers built to one template
Each workpaper uses the firm template. It includes source links, prior-year comparisons, and findings.
See the firm on one screen
See returns by stage, outstanding documents, and work awaiting review across all teams.
Common problems in multi-office firms
Multi-office partners report these problems during customer calls.
Every office preps differently
Three offices mean three habits for naming, documenting, and reviewing. Partners tell us they want one rule with no staff discretion, and today there is no way to enforce it.
K-1 volume slows intake
Partnership season brings many long, multi-state K-1 packages. The intake team can become a preparation bottleneck.
Intake crosses too many hands
Documents move from the front desk to an administrator, preparer, and reviewer. Each handoff can cause a delay or missing document.
Senior reviewers do first-pass work
Experienced reviewers spend time on first-pass preparation. This reduces the time available for complex returns and quality review.
Capacity decisions by guesswork
Firm leaders use phone calls and estimates to compare office workloads. The data often arrives too late to reassign work.
Cranston prepares. Your firm decides.
Cranston automates preparation. Your firm reviews and approves every tax decision.
Cranston prepares
Reads the package
Cranston compares each page with the prior-year return.
Enters the first pass
Cranston enters values in your current client file.
Links figures to source
Click a value to see its source page.
Flags open items
Cranston sends open items to your reviewer.
Your firm decides
Clears diagnostics
Your team reviews the return in its tax software.
Makes the tax calls
Your reviewer makes each tax election.
Approves and signs
Your firm signs each return.
E-files from your software
Your firm uses its own EFIN.
Everything Cranston does for a multi-office firm
Standardize the work first. The visibility comes with it.
Multi-Office Operations
Offices as teams, one process, partner visibility across all of it.
Standardized Workpapers
Every return documented to the same template, with no preparer discretion.
Cross-Office Reporting
Firm-wide pipeline in one view. No spreadsheet round-ups from office managers.
Role-Based Access
Owner, admin, and member roles, per-client portal permissions, everything logged.
Capacity Planning
Staffing decisions from live workload data instead of instinct and phone calls.
Practice Management Sync
Cranston works alongside the systems your firm already runs.
Security & Compliance
Encryption, scoped access, signing evidence, and a complete audit trail.
White-Label Client Portal
Use your firm name for document requests, signatures, and billing in the client portal.
Seasonal Staffing Relief
Season capacity without seasonal hires, offshore contracts, or January training.
Answers for multi-office firms
Teams. Each office (or department) works as a team with its own clients and queues, while partners see across all of them from one account.
