What is Cranston AI?
Cranston AI is a comprehensive back-office platform designed specifically for CPA firms, automating tax preparation, bookkeeping, client requests, and practice management. It integrates seamlessly with your existing software stack, such as CCH Axcess, QuickBooks, and other tools, to create a unified workflow. The AI prepares work overnight by analyzing source documents, prior-year returns, and financial data, then presents a draft ready for review. Your team simply reviews and approves, significantly reducing manual effort and turnaround time.
Key features include automated tax return preparation with every line item tied to a source document, real-time status updates, and intelligent adjustments (e.g., correcting QBI deductions). The platform also manages client communication, document collection, and firm-wide status tracking, all within a single interface per client—eliminating the need for multiple portals and spreadsheets. Benefits include up to 80% reduction in prep time, improved accuracy through AI-driven checks, and enhanced client satisfaction due to faster responses and transparent workflows.
Use cases span from individual 1040 returns to complex business returns, bookkeeping, and advisory services. Technical details: Cranston runs on top of your existing software, using AI to parse PDFs, emails, and QuickBooks exports. It supports multi-user collaboration, role-based access, and exports to tax preparation software for final signature. The platform is cloud-based, ensuring data security and accessibility. With Cranston, CPA firms can scale capacity without proportional headcount growth, focusing on high-value advisory work while the AI handles routine tasks.
Use Cases
Key Features
automated tax preparation source document linking real time status updates intelligent adjustments client communication management document collection firm wide status tracking single interface per client AI driven accuracy checks reduced prep timeWho is it for?
CPA firms, tax preparers, bookkeepers, accounting firms, practice managers, client service teams
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