Your firm's prep work, done by AI.
Cranston prepares tax returns, codes client books, and drafts requests for missing documents. Your team reviews the work and makes the calls.
Works with QuickBooks, Xero, Drake, CCH Axcess, UltraTax, and Lacerte.
The repetitive work, handled. The judgment, yours.
Take on more clients without hiring
Cranston reads client documents and prepares the work. Your staff starts from a finished draft, not a blank file.
Add clients without adding seasonal hires.
Reviewer control built in
Cranston prepares the work and routes every exception to the right person on your team.
You decide what posts, what sends, and what waits for sign-off.
Connected to the tools you already use
Cranston connects to QuickBooks, your tax software, and your client files. Nothing to migrate.
One view of every client's status.
Built for the work firms repeat every week.
Cranston reads the PDFs, enters the data, and follows up on missing items. The judgment calls stay with your team.
Bookkeeping + close
Client books move while your reviewers stay in control.
Cranston codes each client's books as transactions come in. Your reviewer sees only the exceptions.
- Books coded as activity comes in
- Bank accounts reconciled
- Recurring journals drafted for review
Tax prep and review
Preps the return in your tax software, with every number linked to its source document.
Practice management
Every client, deadline, and open item on one board. No separate workflow tool to maintain.
Client follow-up
Tracks what each client still owes you and drafts the request email. You review it and hit send.
Built for firms
Every client's work in one place. Each item has an owner and a reviewer.
Controlled by reviewers
Your firm decides what can post, import, send, or remain draft-only.
No migration
Works with QuickBooks, Xero, and your tax software. Your files stay where they are.
See Cranston run one of your workflows.
Bring one client. See how Cranston handles the books or return.
Book a 30-minute call