Do we have to change how staff work?

No. Staff keep working in the tools they know. What changes is how much of the work arrives already done.

What does rollout look like?

Connect the systems, read in the prior-year book, and start with one team or office. Expand from there.

For multi-office firms

Multi-office firms / Practice Management Sync

Keep your current systems

Cranston connects to Canopy, QuickBooks, and your tax software. Your firm keeps its current systems and records.

Get started

Canopy, QuickBooks, and Drake connected and in sync.

Canopy and QuickBooks sync

Writes into Drake, Lacerte, CCH Axcess

No migration project required

How the sync works

Cranston connects to your current firm systems.

Clients stay in agreement
Client data syncs with Canopy, so the roster is consistent without double entry.
Books flow both ways
QuickBooks syncs in for bookkeeping and business returns, and reconciliation results write back.
Cranston enters returns in your software
Prepared work is entered into Drake, Lacerte, or CCH Axcess. The file your reviewers open is the file they have always opened.

Sync questions

Canopy and QuickBooks Online sync directly. Drake, Lacerte, and CCH Axcess are where prepared returns get entered. If you use something else, ask. The list grows.