Drafted in Cranston. Waiting in UltraTax.
Cranston reads the documents, enters the data, and flags what it cannot verify. Your reviewer opens UltraTax and the draft is already there.
UltraTax CS · 1040 · 1065 · 1120 · 1120-S
Send draft to UltraTax
Torrey Hill Dental PC
1120S · client TORREY01
4 findings for review
It works in your UltraTax, not a lookalike.
Entered in UltraTax, not a PDF
The return is prepared in your real UltraTax 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 UltraTax file and the draft update together.
Cranston updates the UltraTax file and the draft.
Nothing to migrate
Keep your current client files, templates, e-file setup, and hosting, whether that is Virtual Office, a hosted desktop, or your own server. Cranston enters the return data.
No conversion project.
From client package to a draft in UltraTax.
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 UltraTax
Cranston enters the return in your UltraTax CS client file, hosted or on your own server.
Review
Cranston puts the draft, diagnostics, and open questions in your review queue.
Offshore prep also types into UltraTax. 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 UltraTax, 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 UltraTax 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 UltraTax 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 UltraTax in a focused 30-minute demo.
Book a 30-minute demo