Shockingly simple client requests
Truss is the new and easiest way for Tax Pros to securely request and organize client documents.
Easy on Clients
Easy on You
Saves Hours
Clients Dumping Documents on You?
Clients regularly send their Tax Pro files through email, tax prep software, or even everyone’s favorite: pictures in a text message. The result: a confusing mess, things slipping through the cracks, and ultimately hours of wasted time.
That ends now.
Truss Works to Make Your Life Easier
Here’s how it works.
Client-specific checklists created by AI
Each of your clients gets their own checklist. Truss AI uses data from your Tax Prep software to ask for the specific documents each client needs to provide.
Foolproof Client Experience
ZERO friction: no creating accounts, resetting passwords or logging in – they click the link and upload everything you requested. Clients get to work the way they want to.
Automated Reminders Make Followup Easy
Ever had a client think they were done when they weren’t – or just forget altogether? Truss’ automated reminders make that a thing of the past.
Stay on Top of Everything
We provide tools so that your team will always know the status of each item in real-time. That means that you’ll never have an item slip through the cracks again.
More Secure Than Your Bank
Cloud Infrastructure: Hosted on SOC 2, Type II-certified platforms like Heroku and AWS, ensuring data integrity and robust infrastructure security.
Security Foundations: Developed with expert guidance, Truss adheres to industry standards including OWASP and utilizes AES-256 and Bcrypt encryption.
File Requesting & Organizing Is Easy Now
Stop drowning in unorganized documents and instead enjoy total document bliss!
When a client uploads documents, Truss automatically knows what form or file it is and names it intelligently for you.
Login-Free Upload Page
Frictionless uploading for your Clients. Never reset another password.
Track Outstanding Documents
Never let needed files slip through the cracks. Make your deadlines.
Automatic Reminders for Clients
Relax. Let Truss handle the reminding.
Super Secure & Easy to use
Truss raises the level of security and cuts the complexity.
AI Smart File Renaming
Client sends you img_812739.jpg > Truss gives you Smith, John W-2 – 2022.
E-Signature
Your clients can easily and securely sign any doc you send to them.
Magic Link Client Login
Your clients don’t need to remember a username and password. They can easily upload their documents without logging in.
Stellar Security
Hosted on SOC 2, Type II-certified platforms like Heroku and AWS, ensuring data integrity and robust infrastructure security. Truss adheres to industry standards including OWASP and utilizes AES-256 and Bcrypt encryption.
Convert Images to PDF
If your client sends in a jpg, png, even heic file, Truss will convert it to the tax prep friendly PDF format.
Works Directly In Outlook & Gmail
You open a new email to a client, click request docs, and select from a checklist. It’s groundbreaking and simple.
Powerful Integrations
Truss can work alongside Google Drive, DropBox, and Zapier.
Organized File Exporting
When you’re ready, export organized, bookmarked workpapers.
Discover tax-time sanity. Book a Demo today.
Your clients will love how simple Truss is – it just works.
The truth we already know: everyone loves simple. Truss is the simplest way to request files from your clients.
It’s built with industry best practices learned from 1000s of engagements.
Join the waitlist and see how Truss can help you supercharge efficiency and modernize your client experience.
See for Yourself
Finally discover the feeling of paperwork nirvana.
We’ll get back to you with your demo date and more info.
Truss is the easiest way to collect and organize files from clients. No client login required.