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.
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.

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.