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Cranston
Multi-office firms / Cross-Office Reporting

The firm, on one screen

Today, knowing where the firm stands means emailing every office manager and merging spreadsheets that were stale on arrival. Cranston’s overview is generated from the work itself: current, complete, and open down to any client.

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Firm-wide return pipeline counted by stage across all offices.
All offices, one live view
Counts open to the clients behind them
No manually maintained trackers

What partners see

From firm total down to a single return.

  • Pipeline by stage

    Every active return counted where it stands, across all teams: documents in, workpaper built, exported, delivered.

  • Outstanding and blocked

    Clients still owing documents, items pending review, closes not yet finished. The leading indicators of a bad April, visible in February.

  • Open any count

    Any count opens to the clients and items behind it, so a firm-level question becomes a client-level answer in two clicks.

Cross-office reporting questions

Yes. It comes from the work itself as it moves. There is no tracker to fall behind.

Transform the way your firm operates