Reads the client package
Statements and supporting documents checked against prior year before preparation starts.
Integrations
The company file, read as the source of truth
Cranston works from the QuickBooks Desktop company file your client already keeps. It reads the trial balance and ledgers directly. Nobody re-keys them.
Get startedThe company file stays the source of truth
Every return figure tied to an account
Reviewers spend time on judgment, not tie-outs
From the company file to a source-tied return
Cranston reads the company file directly. You do not export or re-enter data.
Reads the books, account by account
The trial balance and ledgers come straight from the books, each balance tied to its account.
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 QuickBooks Desktop 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 QuickBooks Desktop.
Makes the tax calls
Your reviewer makes each tax election.
Approves and signs
Your firm signs each return.
E-files from QuickBooks Desktop
Your firm uses its own EFIN.
Answers about setup, review, and control
No. The company file stays the client’s accounting system. Cranston reads from it and prepares work for your firm’s review.
More integrations beyond QuickBooks Desktop
Cranston also prepares work in other systems that firms use.
