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Tax prep without the data entry.

Cranston prepares the return in your tax software. Your reviewer gets a draft with every number tied to its source.

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1040 · 1065 · 1120 · 1120-S · Drake Tax, CCH Axcess, Lacerte, and UltraTax

The homepage hero mock: a 1040 workpaper in a draggable glass frame — detail rail, activity feed, source-linked adjustment, push to the tax software.

Cranston does the data entry. Your team reviews the return.

A client package checked document by document against the prior-year return.

See what is missing

Cranston checks the package before preparation. Missing and unreadable items become findings.

No silent skips.

Cranston entering the return screen by screen in Drake Tax 2025.

Prepare the return in your software

Cranston enters the return in Drake, CCH Axcess, Lacerte, or UltraTax. Then it runs the calculation.

No second data-entry screen.

Return review findings for a Drake 1040 return, each flag linked back to its source page.

Check every number

Each figure links to its source. Cranston flags any figure that does not match.

Your reviewer sees what needs attention.

A return, ready to review.

Cranston reads the package, prepares the return, and shows your reviewer what needs attention.

Client package

Upload the client documents.

Cranston reads every page, including scanned PDFs and handwritten notes.

If a document is missing or unreadable, Cranston flags it.

See it prep one of your returns
Return documents stage: staged source-docs ledger with the add-files menu open.

Prepared return

Get a draft in your tax software.

Cranston enters the return and runs the calculation.

You get the draft PDF and an Excel workpaper.

Export stage: calculated draft return and source-linked form-line workpaper ready for review.

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.

Workpaper stage: agent conversation beside the findings ledger and per-jurisdiction result.

Add prep capacity without another hire.

Cranston prepares the first pass in your software. Your team reviews it.

Offshore or outsourced

  • Days of turnaround per return
  • Data-entry errors for your team to correct
  • 7216 consent letters before client data goes overseas
  • New preparers learn your clients again
  • Capacity capped by their staffing
  • A draft in your software the same hour
  • Every figure linked to its source
  • Client data stays in your software
  • The same process for every return
  • Scales through March without hiring in January
Book a tax prep pilot

Your reviewer stays 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 draft. Then decide if it is ready for your team.

Book a call