About Truss
Delivering Secure, Seamless, and Efficient Solutions to Transform Client Collaboration for Firms
At Truss, we empower firms with innovative tools that simplify client collaboration, enhance security, and drive efficiency—helping you focus on what matters most.
Hey Tax Pro, We Get it
We’ve experienced clients sending sensitive info over email, asking for password resets to their portal, requesting things you’ve already sent, dumping documents on your and more.
We built Truss to fix your biggest frustration makers. This is the next generation of automation for tax professionals to securely request, organize, and manage client documents. We’re committed to making the client request process as easy and efficient as possible for you, your team, and your clients.
The Ultimate Secure Client Portal for Accounting Firms
Meet Our Founders
“Truss really works – my clients love it. It makes handling giant QB files easy. It gives me credibility with my clients and other professionals. It communicates to my clients that I’ve got my stuff together – especially when it comes to security. I work closely with a lot of Attorneys, and they’re always very security-conscious. Truss makes me look good in front of them.”
Our Typical Customers
We serve Tax Pros who are tired of document requests to clients getting ignored, causing delays, and ending up creating confusion.
Here are a few things they have in common…