Cranston

Prepare tax returns, organize client documents, and reconcile monthly bookkeeping for accounting firms

Pricing model

Paid

Rating

★ People love it

Time to value

Moderate Setup (1-3 hours)

You can use Cranston to automate tax preparation and monthly bookkeeping inside your existing accounting programs. The system reads incoming client tax documents, identifies missing or incorrect files, and prepares tax drafts directly in Drake, Lacerte, CCH Axcess, or UltraTax for your team to review. It also connects with QuickBooks to categorize transactions, reconcile bank activity, and draft journal entries. Additionally, you can conduct tax research with direct citations to the Internal Revenue Code and regulations, keeping your firm organized while maintaining full reviewer oversight.

What Cranston does

Extract data from client tax documentsPopulate draft tax returns in tax softwareFlag discrepancies between prior and current year tax documentsGenerate client document request emailsClassify monthly financial transactionsReconcile bank accounts with general ledger recordsSearch Internal Revenue Code for tax regulations and citationsExtracts data from tax forms and enters drafts directly into tax filing programsCompares client document submissions against prior year tax returnsFlags missing tax forms and drafts follow-up emails to clientsClassifies business transactions and reconciles bank accounts in QuickBooksAnswers tax code questions with direct Internal Revenue Code citationsRequires manual reviewer approval before any tax return is filed or postedProtects firm records through GLBA and IRS Publication 4557 security standards

Pricing breakdown

Pricing model: Paid

PlanList price

Bookkeeping$30 / mo

Tax Prep$40 / mo

Tutorials & Demos

Frequently asked

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