Each item links to the client
Emails, uploads, requests, and documents attach to the right client automatically. Everything stays together.
Practice Management
Manage the practice in one workspace
Cranston keeps each client, request, and deadline in one workspace. It drafts follow-ups and tracks each request until completion.
Get started
Every request tracked to done
Client email, portal, and files stay together
Current status across the firm
Practice management with automated follow-up
Cranston tracks each open item, drafts the follow-up, and records the response.
Cranston drafts each follow-up
Missing documents and unanswered requests get drafted follow-ups with secure upload links. You approve the send and the loop closes.
Status without status meetings
Returns by stage, closes open, documents outstanding, items pending review. The overview is generated from the work itself and stays current every day.
What Practice Management covers
Every firm workflow shares the same client data.
Client files with email built in
The client’s email thread syncs from the mailboxes you already use. The conversation lives next to the client’s returns, books, and documents.
A request inbox the firm can trust
Each client request appears in one queue. Cranston drafts a reply from the client’s books, returns, and documents, and another staff member can continue the work.
A portal clients actually use
Itemized requests, secure uploads, e-signatures, and billing in one place. Clients respond to short, specific asks.
Engagement letters and signatures
Templates, preview, send, and sign, with evidence records on every signature. The engagement is papered before the work starts.
Deadlines and stage-based status
Due dates live on requests, closes, and deliverables. Every piece of work carries its stage, so status is always visible and items that need attention surface themselves.
Invoicing and payment
Invoices live alongside the client’s work, get paid online through the portal, and track sent-to-paid. Billing stays inside the same system.
Cranston prepares. Your firm decides.
Cranston automates preparation. Your firm reviews and approves every tax decision.
Cranston prepares
Reads the package
Cranston compares each page with the prior-year return.
Enters the first pass
Cranston enters values in your current client file.
Links figures to source
Click a value to see its source page.
Flags open items
Cranston sends open items to your reviewer.
Your firm decides
Clears diagnostics
Your team reviews the return in its tax software.
Makes the tax calls
Your reviewer makes each tax election.
Approves and signs
Your firm signs each return.
E-files from your software
Your firm uses its own EFIN.
Practice management questions
TaxDome and Canopy track work your staff still have to do. Cranston connects that tracker to the AI doing the preparation, chasing, and drafting. Both work from the same client data.
One platform, four product lines
Use each product separately or together. All on shared data.
