Tax prep without the data entry. At 1,000 returns, or 2,500.
Upload the client’s documents. Cranston reads every page, prepares the return, and enters it in your tax software with each number linked to its source. Your reviewers open a finished first pass instead of a blank return. No data entry. $40 per return, flat.
1040 · 1065 · 1120 · 1120-S · UltraTax CS, CCH Axcess, Lacerte, and Drake
Upload the documents. Cranston preps the return. It lands in your software.
See what is missing
Cranston checks every package before preparation. Missing and unreadable items become findings, not surprises in March.
No silent skips.
Cranston preps the batch, then pushes it into your software
The AI prepares every return and enters it in your UltraTax, CCH Axcess, Lacerte, or Drake, in parallel. Then it runs the calculation. Nothing for your staff to re-key.
No second data-entry screen. Works with hosted and on-premise tax software.
Check every number
Each figure links to its source. Cranston flags any figure that does not match, so reviewers go straight to the exceptions.
Your reviewer sees what needs attention.
How it works: documents in, a reviewed return out.
Your staff upload the client documents. Cranston reads them, prepares the return, enters it in your tax software, and shows your reviewer what needs attention. It does that for the whole day’s intake at once.
Client package
Upload the client documents.
Cranston reads every page, including scanned PDFs, brokerage statements, and handwritten notes.
If a document is missing or unreadable, Cranston flags it and drafts the client request.
Prepared return
Get a first pass in your tax software.
Cranston enters the return and runs the calculation in your UltraTax, CCH Axcess, Lacerte, or Drake.
You get the draft PDF and an Excel workpaper for every return.
Reviewer control
Review the findings.
Cranston shows missing documents, year-over-year changes, and source links.
Your reviewer answers the open questions and signs off. The same process for every return, every preparer.
Run the season math before changing a workflow.
At 1,500 returns, prep is the largest line on the season P&L. Cranston moves it from salaries and offshore queues to $40 a return, in your own software, with your reviewers keeping the final word.
Offshore, outsourced, or seasonal hires
- Days of turnaround per return
- Data-entry errors for your reviewers to correct
- 7216 consent letters before client data goes overseas
- New preparers learn your clients again every January
- Capacity capped by their staffing
- A first pass in your software the same hour
- Every figure linked to its source
- Client data stays in your software, hosted or on your own server
- The same process for every return and every preparer
- $40 per return, flat, at any volume
Your reviewers stay in control.
Cranston prepares and checks the work. Your reviewer signs the return. Client data stays in the US.
Your reviewer signs off
Cranston prepares the return and flags findings. The final review and signature stay with your firm.
Source-linked figures
Every number on the return links back to the document it came from.
Built for sensitive data
Encrypted at rest and in transit, with SOC 2 examination in progress.
Try Cranston on one return.
Bring a real return package. Watch Cranston prepare the first pass in your software in a focused 30-minute demo.
Book a 30-minute demo