Reads the client package
Statements and supporting documents checked against prior year before preparation starts.
Integrations
Intacct stays the general ledger of record
Cranston reads balances, activity, and dimensions straight from Sage Intacct, ties book income to the return, and flags what needs a reviewer.
Get startedIntacct stays the ledger of record
Every return figure tied to an account
Reviewers spend time on judgment, not tie-outs
From the ledger to a source-tied return
Cranston reads the ledger directly. You do not export or re-enter data.
Reads the ledger, account by account
Balances and activity come straight from Intacct, 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 Intacct 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 Intacct.
Makes the tax calls
Your reviewer makes each tax election.
Approves and signs
Your firm signs each return.
E-files from Intacct
Your firm uses its own EFIN.
Answers about setup, review, and control
No. Intacct stays the client’s general ledger. Cranston reads from it and prepares work for your firm’s review.
More integrations beyond Intacct
Cranston also prepares work in other systems that firms use.
