Audience

Accounting and tax professionals wanting a tool to reduce manual document handling, improve client experience, and increase efficiency through secure, automated workflows

About Truss

Truss is a tax workflow automation platform aimed at tax professionals. It helps streamline the entire document lifecycle: securely requesting, organizing, annotating, delivering, and storing client documents. It uses AI-powered client-specific checklists (drawing from your tax prep software) so each client is only asked for what they need; it auto-sorts and intelligently renames files uploaded by clients; converts image files (jpg, png, HEIC, etc.) to tax-prep-friendly PDFs; supports e-signatures; offers automatic reminders to clients; and allows login-free uploads so clients don’t have to create accounts just to send files. It integrates with tax prep tools like Axcess, Ultratax, Drake, ProSystemFX, ProConnect, ProSeries, Lacerte, and ATX. Security is a strong focus; Truss is SOC 2 certified, uses AES-256 and Bcrypt encryption, follows OWASP-style standards, and ensures client data is never used to train large language models.

Integrations

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Company Information

Truss
Founded: 2022
United States
gettruss.io

Videos and Screen Captures

Truss Screenshot 1
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Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
Support
24/7 Live Support
Online

Truss Frequently Asked Questions

Q: What kinds of users and organization types does Truss work with?
Q: What languages does Truss support in their product?
Q: What kind of support options does Truss offer?
Q: What other applications or services does Truss integrate with?
Q: What type of training does Truss provide?

Truss Product Features

Corporate Tax

Data Verification
For Nonprofits
Data Import / Export
Electronic Filing
Payroll & Employer Forms
K-1 Reporting
Compliance Management
For Partnerships
Exception Notification
Status Tracking
Tax Planning

Tax Practice Management

Approval Process Control
Workflow Management
Billing & Invoicing
Client Management
Due Date Tracking
Document Management
Tax Filing
Tax Forms
Scenario Planning
Client Portal