
Client Portal
One place for clients to send everything, and it arrives already read and filed.
The client hands you twelve bank statements and a spiral notebook in March. Cranston reads them, categorizes the year under your rules, and brings you the exceptions.
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From raw records to return-ready books.
Bank and card statements, CSV exports, even the handwritten mileage log. Cranston reads what the client actually keeps.
Tell it once that diesel, LP, and propane go to fuel. Every matching transaction lands there, all year, every year.
The ambiguous deposit and the mystery transfer get queued as questions with context, answerable in one click.
Totals flow to the schedule, tied back to the transactions behind them.