Drafted in Cranston. Waiting in ProSeries.
Cranston reads the documents, enters the data, and flags what it cannot verify. Your reviewer opens ProSeries and the draft is already there.
ProSeries · 1040 · 1065 · 1120 · 1120-S
Send draft to ProSeries
Okafor, Daniel & Priya N
1040 · client OKAFORDANIEL
4 findings for review
It works in your ProSeries, not a lookalike.
Entered in ProSeries, not a PDF
The return is prepared in your real ProSeries client files, and the draft PDF comes back for review.
Your file, your software, your workflow.
Changes stay in sync
Ask for a change at review. The ProSeries file and the draft update together.
Cranston updates the ProSeries file and the draft.
Nothing to migrate
Keep your current client files, templates, e-file setup, and review process. Cranston enters the return data.
No conversion project.
From client package to a draft in ProSeries.
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 ProSeries
Cranston enters the return in your ProSeries client file and it shows up in HomeBase, calculated.
Review
Cranston puts the draft, diagnostics, and open questions in your review queue.
Offshore prep also types into ProSeries. 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 ProSeries, 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 draft in ProSeries 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 ProSeries 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 draft in ProSeries in a focused 30-minute demo.
Book a 30-minute demo