How does Cranston know what to ask for?

From the prior-year return and the gaps in this year’s workpaper: every form that appeared last year is expected this year until you say otherwise.

What happens when the document arrives?

It is read, tied to the request, and checked off. If it is the wrong year or the wrong form, that gets flagged instead of filed.

For solo practitioners

Solo practitioners / Missing Doc Chaser

Approve each request. Cranston sends the follow-ups.

Solo practitioners spend many busy-season hours requesting documents. Cranston identifies each missing item, drafts the request, and reads the response.

Get started

A missing document workflow with a client request drafted for review.

Follow-ups drafted from the actual gaps

Replies get read and filed automatically

One list of who still owes what

How the chasing works

From missing item to complete package, without your inbox in the middle.

Cranston identifies each gap
The prior-year return and this year’s workpaper tell Cranston what is missing: the second W-2, the brokerage 1099, the K-1 that is always late.
The email is already written
A drafted follow-up in your firm’s voice, listing exactly what is needed, with a secure upload link. You send it in one click.
Cranston reads each reply
Uploads and attachments are extracted and checked off the list automatically. A question in the reply is surfaced to you.
The list stays current
One view shows each missing item and the responsible client. You do not need to search the inbox.