Truss Adaptive Security

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How it works

Re-evaluated on every page load, in real time — with no setup from the client or firm.

Open with a link

Clients reach their project through a secure passwordless link and review the checklist right away — no account, no password. Reviewing status is effortless, while downloading any file always asks them to verify their identity first.

Checklist opens instantly. Files require verification.

Sensitive data locks down

The moment Truss spots sensitive information — an SSN, an account number, a private note in a task or comment — the whole project steps up. Now even viewing requires the client to verify with a one-time passcode.

Viewing and downloads both require verification.

Expired means always verify

Once a project is well past its due date or has been archived, the information is no longer actively in use. Truss always requires verification to reach it, keeping older records protected.

Verification required for everything.

See it in action

Watch security adapt in real time

Flip a project's conditions and see exactly what the client experiences.

Project situation

Sensitive information detected SSNs, account numbers in tasks or comments Project expired More than 90 days past its due date Project archived Closed out and put away Comments present Applies when the firm enables the policy below

Applies to the whole firm

Firm verifies on every project Firm-wide always-on policy Firm verifies when comments exist Protect back-and-forth discussion

Applies to this client only

This client always verifies Contact-specific Set on a single contact — overrides nothing else, just raises the bar for them

What the client experiences

Security posture

View the checklist

Download files & documents

Tax docs, K-1s, signed forms, batch downloads

Verify identity

Why the checklist is gated