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