Insanely Simple Tax Document Collection

Secure Client Un-portal • Become a Savvy Tax Pro

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Super Smooth Tax Prep

Easy on Clients

Easy on You

The Simple Truth:
You’re spending way too much time chasing
down documents.

The only thing that annoys you more than having to nag clients for their docs is piles of incomplete files.  You shouldn’t have to be the one to get your clients organized.  Nor should you have to be the IT help desk for your client portal.

You long to spend more time building client relationships and demonstrating value.

Tax Document Collection – We get it

The most frustrating part of tax season isn’t dealing with the IRS. It’s the process of getting clients to get their documents in.

We’re a solution built with industry best practices learned from 1000s of engagements. Schedule a demo and see how Truss helps firms supercharge efficiency and modernize your client experience.

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How Truss Works to Make Your Life Easier

Send out a document request

Send out your doc requests in about 15 seconds. It’s really that quick.

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Your client receives a magic link

No setting up accounts or logging in – they click the link and upload everything you requested. If they don’t, we’ll gently remind them until they do.

Docs, right where you need them

Uploaded documents are automatically sorted and delivered straight to your computer – no downloading or sorting required.

Stay on top of everything

We provide tools so that your team will always know the status of each item in real-time.  That means that you’ll never have an item slip through the cracks again.

Have questions? We’ve got answers.

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Pricing starts at $80/month. Cancel anytime.

You can use Truss for as many clients as you like.

Truss branding is there to reassure your client that their documents’ security is a top priority. Enterprise plans can choose to remove Truss’ branding if they’d like.

Yes, we offer a demo and a 30-day free trial. Explore the platform with all of its features!

Yep. Truss is hosted on AWS servers in the U.S. – The same setup the FBI uses.

Yes. truss uses bank-level 256 bit encryption – at rest both in transit.  This is a huge security upgrade over receiving documents by email.

Insanely Simple Tax Document Collection

Client Portals complicate.
Let Truss simplify.

Login-Free Upload Page
Frictionless uploading for your Clients. Never reset another password.
Track Outstanding Documents
Never let needed documents slip through the cracks.  Close out files faster.
Automatic Reminders for Clients

Relax. Let Truss handle the reminding.

Super Secure & Easy to use
Truss raises the security and cuts the complexity.

Get Started Today

Finally discover the feeling of tax season sanity.

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Schedule a Demo

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See how Truss Works with Your Company

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Experience Paperwork Nirvana