Extension season
Extension returns, drafted by morning.
Send Cranston the extension backlog at close. Drafts land in your firm’s tax software overnight, flagged for review — and by January the workflow is proven, not new.
1040 · 1065 · 1120 · 1120-S · Drake Tax, CCH Axcess, Lacerte, and UltraTax
Why now
“Next season, I’m not doing it the way I’m doing it now.”
Every firm owner says it in April. The ones who mean it change the workflow before January — because February is the worst possible month to learn a new process.
The extension backlog is the low-stakes proving ground: real returns, real client packages, no season-opening pressure. Run it through Cranston now and January is a scaling decision, not a leap.
The pilot runway.
Four months from first return to a proven season workflow.
September — pilot on extensions
Start with a handful of extended returns. Cranston preps them overnight in your software; your reviewer judges the drafts line by line.
October — run the 10/15 backlog
Put the real backlog through it. Drafts land each morning with findings, at whatever volume the backlog demands.
November — set your firm’s rules
Tell Cranston how your firm does returns — rounding, elections, review flags. It applies them to every return after that.
January — full season, already proven
Your team opens the season reviewing drafts instead of keying returns, on a workflow they trusted months ago.
What the pilot looks like on a real return.
Upload the package as-is
Scans, phone photos, the folder the client actually sent. Cranston checks it for completeness before prepping.
Missing items become findings.
The draft lands in your software
Entered in your Drake, Lacerte, UltraTax, or CCH Axcess overnight, with the calculation run.
No second data-entry screen.
Your reviewer judges it
Every figure links to its source. Findings show exactly what needs a human before the return moves.
The signature stays with your firm.
Low-stakes pilot, real controls.
Cranston prepares and checks the work. Your reviewer signs the return. Client data stays in the US.
Start with one return
Bring a return you know cold — even one you already filed — and judge the draft line by line.
Your reviewer signs off
Cranston preps and flags findings. The final review and signature stay with your firm.
Built for sensitive data
Encrypted at rest and in transit, with SOC 2 examination in progress.
Forty-some days to October 15.
Enough time to prove a new workflow on the returns you already have.
Book a call