Reads client files
Cranston maps each value from W-2s, K-1s, and brokerage statements. It compares each value with the prior-year return.
Integrations
AI tax preparation for CCH Axcess Tax firms
Cranston prepares the first pass around the CCH Axcess workflow your team already knows. Your reviewers keep control of diagnostics, judgment, and filing.
Get startedCCH Axcess stays in place
Every value tied to its source document
Reviewers spend time on judgment, not entry
From client package to first pass in CCH Axcess
You keep your current tax software and client files.
Writes into CCH Axcess
Cranston enters W-2s on the wage worksheet and gains on Schedule D.
Flags what needs a reviewer
Your reviewer can act on each finding. Each number links to its source.
Cranston prepares. Your firm decides.
Cranston automates preparation. Your firm reviews and approves every tax decision.
Cranston prepares
Reads the package
Cranston compares each page with the prior-year return.
Enters the first pass
Cranston enters values in your CCH Axcess client file.
Links figures to source
Click a value to see its source page.
Flags open items
Cranston sends open items to your reviewer.
Your firm decides
Clears diagnostics
Your team reviews the return in CCH Axcess.
Makes the tax calls
Your reviewer makes each tax election.
Approves and signs
Your firm signs each return.
E-files from CCH Axcess
Your firm uses its own EFIN.
Answers about setup, review, and control
No. CCH Axcess remains your tax system. Cranston prepares the first pass and routes the work into your current review process.
More integrations beyond CCH Axcess
Cranston also prepares work in other systems that firms use.
