Client Portal
One place for clients to send everything, and it arrives already read and filed.
Solo practitioners / Client Communication
Every thread answered from the client’s actual file
Clients ask about last year’s refund or whether you got their 1099. Cranston drafts the answer from their real records, and you approve it. No digging through the file to write three sentences.
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Replies drafted from real data
You approve before anything sends
Every thread tied to the right client
How client threads get handled
From buried inbox to running system.
Messages appear in one queue
Email and portal messages arrive against the right client, with their file attached in context.
Answers get drafted
Cranston writes the reply from the client’s actual books, returns, and status.
You approve and send
Edit or send as-is. Questions that need your judgment are queued for you.
Client communication questions
Only if you tell it to for routine messages. By default, everything waits for your approval.
