Missing Doc Chaser
The follow-up email is already drafted, with a secure upload link inside.
Solo practitioners / Client Portal
A portal that organizes each upload
Most portals are a dropbox. Cranston’s portal reads every upload, matches it to what you asked for, and tells you what is still missing. You always know what each client has sent.
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Uploads arrive already organized
Missing items visible at a glance
No app for clients to fight with
From upload to organized file
What happens when a client sends you something.
Client gets one link
No account setup, no app. They upload PDFs, photos of paper, whatever they have.
Every page gets read
Each document is identified, extracted, and filed to the client: a W-2, page 3 of a K-1, a photographed receipt.
The request list updates itself
What you asked for is checked off as it arrives. What is missing stays visible, for you and for them.
You open a ready file
When the last document lands, the package is organized and prep can start. No sorting session first.
Client portal questions
PDFs, photos, spreadsheets, scans, including phone photos of paper documents and handwritten records. Cranston reads them all and flags anything unreadable instead of guessing.
