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Prep on autopilot.

Add capacity the moment you need it with domestic, on-demand tax prep. K-1s are our specialty of specialties.

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Truss AI prep routing dashboard

When the season spikes, route returns to AI with one click at a pre-set price. Returns come back review-ready. Domestic by design, compliant by default.

AI Prep routing L-0 to L-2 returns

AI Prep.

Route L-0 to L-2 returns to Filed, Byron, or Magnetic and Truss handles the handoff automatically — the return lands back in your tax software review-ready. If something needs your eyes, the status flips to Action Required or Review Needed and a notification hits your inbox.

OCR extracting source documents into tax-ready data

OCR.

Source documents in, tax-ready data out. Scan W-2s, 1099s, K-1s, and brokerage statements and Gruntworx extracts the numbers straight into your tax software.

K-1X federal and state K-1 extraction

K-1X.

Send received K-1s to K1x for Federal and State extraction and the clean data comes back tied to the right engagement. Every K-1 an investor has received lives in one place: year over year, entity by entity.

"Truss has been easy to use and well received by clients. It is easy to access and its AI features make certain aspects easier on us and the client."

Austin Murray

Austin Murray, CPA and Founder

Millennial Accounting

Frequently Asked Questions

AI Prep returns results in minutes for qualifying returns. If something needs your eyes, the status flips to Action Required or Review Needed and a notification hits your inbox.

No. All prep work is performed domestically within the United States. Because data never leaves U.S. soil, section 7216 offshore disclosure consent is not required.

Truss Prep is purpose-built for 1040 returns — the highest-volume, most time-sensitive work in your firm. By focusing on individual returns, every prep path is optimized for speed, accuracy, and the nuances that matter most during tax season.

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See for yourself. Fill out the form below to schedule some time with us.