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
A finished first pass in your Lacerte workflow
Cranston reads the documents, prepares the return, and flags what it cannot verify. Your reviewer keeps working through the Lacerte process the firm already knows.
Get startedLacerte stays in place
Every value tied to its source document
Reviewers spend time on judgment, not entry
From client package to first pass in Lacerte
You keep your current tax software and client files.
Writes into Lacerte
Cranston enters wages on Screen 10 and dividends on Screen 12.
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 Lacerte 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 Lacerte.
Makes the tax calls
Your reviewer makes each tax election.
Approves and signs
Your firm signs each return.
E-files from Lacerte
Your firm uses its own EFIN.
Answers about setup, review, and control
No. Lacerte remains your tax system. Cranston prepares the first pass and moves the work into your current process.
More integrations beyond Lacerte
Cranston also prepares work in other systems that firms use.
