Drafted in Cranston. Waiting in Lacerte.
Cranston reads the documents, enters the data screen by screen, and flags what it cannot verify. Your reviewer opens Lacerte and the first pass is already done.
1040 · 1065 · 1120 · 1120-S · works with your existing Lacerte client files
Send draft to Lacerte
Holland, Marcus T & Diane R
1040 · client 4471
4 findings for review
It fills your input screens, not a lookalike.
Entered in Lacerte, not a PDF
Figures land on the right input screens in your real Lacerte, every entry tied to its source document.
Your client files, your input screens.
Changes stay in sync
Ask for a change at review. The Lacerte file and the workpaper update together.
Cranston updates the Lacerte file and the workpaper.
Nothing to migrate
Keep your current client list, templates, and review process. Cranston enters the return data.
No conversion project.
From client package to a first pass in Lacerte.
The same steps your preparer runs today. Cranston does the first pass, in the software your firm already licenses.
Package check
The client folder is checked for completeness first. Missing K-1s surface before anyone preps.
Preparation
Every page is read, and every figure carries a link to its source. Unreadable pages get flagged, not guessed.
Into Lacerte
Cranston enters the first pass in your Lacerte client file for review.
Review
Cranston puts the first pass, diagnostics, and open questions in your review queue.
Offshore prep also types into Lacerte. Slowly.
The usual capacity fix is an offshore queue that takes days, needs 7216 consent letters, and still hands you data-entry errors to find. Cranston does the first pass in your own Lacerte, the same hour.
Offshore or seasonal hires
- Days of turnaround per return
- Data-entry errors you fix yourself
- 7216 consent before client data goes overseas
- Seasonal staff require training each January
- A first pass in Lacerte the same hour
- Every figure cross-checked against its source
- Client data stays in your software
- Scales through March without hiring in January
Your reviewer stays in control.
Cranston prepares and checks the work, but your reviewer signs the return. Nothing e-files without your firm's approval.
Your reviewer signs off
Cranston prepares and flags diagnostics. The final review and signature stay with your firm.
Source-linked figures
Every number in the Lacerte file 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 Lacerte.
Book a call