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 ProSeries
Keep your client files, HomeBase, and e-file process in ProSeries. Cranston prepares the first pass and the draft is waiting when your reviewer opens the return.
Get startedProSeries stays in place
Every value tied to its source document
Reviewers spend time on judgment, not entry
From client package to first pass in ProSeries
You keep your current tax software and client files.
Writes into ProSeries
Cranston enters wages on the W-2 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 ProSeries 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 ProSeries.
Makes the tax calls
Your reviewer makes each tax election.
Approves and signs
Your firm signs each return.
E-files from ProSeries
Your firm uses its own EFIN.
Answers about setup, review, and control
No. ProSeries remains your tax system. Cranston prepares the first pass in your ProSeries client file, and your team reviews and files from ProSeries.
More integrations beyond ProSeries
Cranston also prepares work in other systems that firms use.
