
Multi-Office Operations
Offices as teams, one process, partner visibility across all of it.
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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From firm total down to a single return.
Every active return counted where it stands, across all teams: documents in, workpaper built, exported, delivered.
Clients still owing documents, items pending review, closes not yet finished. The leading indicators of a bad April, visible in February.
Any count opens to the clients and items behind it, so a firm-level question becomes a client-level answer in two clicks.