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 fits your UltraTax CS workflow
Keep UltraTax CS as your firm’s tax system. Cranston organizes and prepares the work before your reviewers make final tax decisions.
Get startedUltraTax stays in place
Every value tied to its source document
Reviewers spend time on judgment, not entry
From client package to first pass in UltraTax
You keep your current tax software and client files.
Writes into UltraTax
Cranston enters wages on Screen W2 and broker proceeds on Screen Broker.
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 UltraTax 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 UltraTax.
Makes the tax calls
Your reviewer makes each tax election.
Approves and signs
Your firm signs each return.
E-files from UltraTax
Your firm uses its own EFIN.
Answers about setup, review, and control
No. UltraTax remains your tax system. Cranston prepares and organizes the work that enters your established tax process.
More integrations beyond UltraTax
Cranston also prepares work in other systems that firms use.
