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 that works inside Drake Tax
Keep your client files, templates, diagnostics, and e-file process in Drake. Cranston handles the first pass and returns the work for review.
Get startedDrake stays in place
Every value tied to its source document
Reviewers spend time on judgment, not entry
From client package to first pass in Drake
You keep your current tax software and client files.
Writes into Drake
Cranston enters wages on the W2 screen and gains on screen 8949.
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 Drake 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 Drake.
Makes the tax calls
Your reviewer makes each tax election.
Approves and signs
Your firm signs each return.
E-files from Drake
Your firm uses its own EFIN.
Answers about setup, review, and control
No. Drake remains your tax system. Cranston prepares the first pass and moves the work into the Drake workflow your firm already uses.
More integrations beyond Drake
Cranston also prepares work in other systems that firms use.
