Reads the client package
Statements and supporting documents checked against prior year before preparation starts.
Integrations
Returns prepared from the books in Xero
Xero stays the books of record. Cranston reads balances and activity, ties book income to the return, and flags what needs a reviewer.
Get startedXero stays the books of record
Every return figure tied to an account
Reviewers spend time on judgment, not tie-outs
From the books to a source-tied return
Cranston reads the books 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 Xero 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 Xero.
Makes the tax calls
Your reviewer makes each tax election.
Approves and signs
Your firm signs each return.
E-files from Xero
Your firm uses its own EFIN.
Answers about setup, review, and control
No. Xero stays the client’s accounting system. Cranston reads from it and prepares work for your firm’s review.
More integrations beyond Xero
Cranston also prepares work in other systems that firms use.
