Built for CPAs & Tax Teams
The client portal your clients will actually use.
No logins to forget. No passwords to reset. No support calls asking, “How do I get in?” Truss sends clients a magic link, they click from any device, and they're in every time.
Book a demo with Truss
Zero-login for clients
Collect documents & e-signatures
Secure, expiring links
One workflow, intake to delivery
Login friction kills engagement, every tax season.
Clients forget their portal password every year — then give up and email you the documents instead.
Staff spend time on password resets and login support instead of tax work.
Documents arrive by email, text, fax, and drop-off because the portal is too much effort.
Clients who can't e-sign online print, scan, and mail — or delay for weeks.
The portal was supposed to make client communication easier. Instead it created a new category of support work — and a reason for clients to go around it.
Truss handles everything a portal does: document collection, e-sign, and file delivery, through magic links clients can click from any device.
1. Clients upload documents
Magic link → personalized checklist → upload from phone or desktop. No account needed.
2. Truss functions as your firm's client-facing layer
Intake, e-sign, payment, and document delivery, all in one zero-login experience for clients.
3. Firm delivers returns & collects signatures
Branded delivery packets, e-sign, and payment. Clients sign and pay in one flow, no portal login.
Works alongside your existing tax software:
★★★★★
"Truss helped transform our business from drop-off and pickup to 95% online."
Mark Jackson
Your Accountant
My Accountant
★★★★★
"Truss has been easy to use and well received by clients. It made aspects easier for us and the client."
Austin Murray,
CPA and Founder
Millennial Accounting
★★★★★
"Truss has boosted our productivity by automating routine tasks and requests."
Michelle DeFalco,
Tax Senior Manager
Robert Lee & Associates, LLP
Intake
Engage clients with zero-login links and AI checklists. Uploads convert to PDF, auto-rename, and file themselves, all from one screen.
Workpaper
One combined, bookmarked PDF in return order. Tick marks, stamps, and notes, all traceable. AI extracts, rotates, and removes duplicates.
Prep
Route returns with one click to AI or U.S.-based experts at a pre-set price. Comes back review-ready in your tax software.
Delivery
Auto-build branded packets. Collect signatures and payments in one flow. Distribute K-1s securely. Auto-archive with a clean trail.
Magic links replace logins entirely. Clients click from any email, any device. No account to remember year after year.
Clients upload documents to you AND receive their signed returns, all through the same frictionless link experience.
Single-use, expiring links with AES-256 encryption. More secure than reused passwords with far less friction for clients.
Client-facing links are built into intake, e-sign, and delivery, not a separate portal to maintain alongside everything else.
See for yourself. Let a Truss Account Executive show you the platform.
