4.9 on Capterra and G2

More-in-one
tax workflow.

From client organizers to prep to delivery, the
complete tax workflow platform is here.

Kindel

Senior Account Executive

Cody

Senior Account Executive

See for yourself. Let a Truss Account Executive show you the platform.

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Truss Organizer Uploads dashboard with mobile client portal

Truss workpaper viewer with W-2 and tick marks

Truss Prep modal to send a project for AI prep

Truss delivery assembly with client portal on mobile

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Our Partners

Intake

One place, everything ready.

Open one clean view of your season. Engage clients with zero-login links and AI checklists so clients provide the right docs fast. Uploads convert to PDF, auto-rename, and file themselves — from the same screen you request, assign, and nudge — all protected by SOC 2/AES-256 with a full audit trail.

Truss Organizer Uploads dashboard showing client document uploads and status tracking

Truss mobile client portal for uploading tax documents

AI Client Checklists

Ask only what's needed via prior-year data and build client-specific to-dos at scale.

Automated Questionnaires

Answers update client checklist in real time.

Engagement Letters

Send clean, personalized agreements in bulk with merged fields.

Convert Anything to PDF

Every upload (JPG, PNG, HEIC) arrives in a ready-to-review PDF format.

Smart Rename

Apply correct labels from content, no manual relabeling, no clutter.

Smart Split

Separate multi-doc PDFs into the right files automatically.

Works alongside your existing AI tax software:

CCH Axcess

Ultra Tax

Lacerte

ProSeries

ProConnect

ProSystem fx

GoSystem Tax RS

Drake

Workpaper

Focus on the return, not the paperwork.

Create one combined, bookmarked PDF in return order so review starts immediately. Annotate in-browser with tick marks, stamps, and notes (everything is traceable) while AI extracts, rotates, and de-dupes. Share securely and review consistently across UltraTax, Axcess, Lacerte, Drake, ProSeries, ProSystem fx, ATX, and GoSystem.

Truss workpaper view with a combined W-2 pack, tick marks, and annotations

Instant Workpaper

One click builds a combined, bookmarked PDF in return order, ready for review.

10-Key with Tape

Audit calculations stay visible and neat. No app switching.

Bookmarks, Annotations, Tick Marks, Stamps

Mark and timestamp actions. The audit log records who did what and when.

One View

See everything together: docs, client comments, and worksheets in one dashboard.

Auto Index Bookmarks

Unclog the review bottleneck. Reviewers fly straight to the important items and skip the fluff.

Drag & Drop, Cross Reference and multi-layer reviews easily

Build packs, link pages, and sign off in three stages, all in one workspace.

Trusted by forward-thinking firms.

Prep

Capacity on demand.

Seamlessly facilitate AI prep. With the click of a button, you can have your returns prepared by AI. Have your returns come back review-ready in your tax suite with a clear audit trail. Eliminate the risk of vendor lock-in. Access a marketplace of providers so we can fit in your workflow as well. All with zero §7216 headaches.

Truss Active Projects dashboard with a Send to Truss Prep dialog offering OCR Prep, AI Prep, and K1x

Two Prep Paths

Route to the right level of complexity with AI Prep or Assisted.

One-Click Prep (USA)

Set parameters, see the price, and route with one click.

Cost & Surge Control

Offload by return, week, or spike with pre-selected pricing. Complexity managed.

Review-Ready in Your Software

Aligned to CCH Axcess, Ultratax, GoSystem Tax RS, Lacerte, ProSeries, ProConnect, ProSystem FX and Drake with our marketplace.

Domestic by Design

Keep data on U.S. soil; close and compliant with no §7216 headaches.

Rich Return Data

Truss analyzes return complexity for you to unlock better resource planning. Unleash your inner data nerd with a goldmine of new depth.

Delivery

Send, signed, finished.

Automatic assembly and delivery of returns with simple action items presented to your client: review the return, e-sign, estimated payments broken down, K-1 distribution, and invoicing, all in one experience.