Built for CPAs & Tax Teams
Stop hunting through emails and shared drives.
Truss Drive gives your firm an encrypted, structured home for every client document–organized by client and year, accessible to the right people, and connected to the rest of your tax workflow.
Book a demo with Truss
AES-256 encrypted
Ransomware-resistant by design
Organized by client & year
Connected to your tax workflow
Dropbox and shared drives create chaos, not control.
Documents live in email threads, local folders, and multiple shared drives — with no consistent structure.
Anyone on staff can rename, move, or delete files with no audit trail.
Local storage means one ransomware attack can wipe years of client files.
Finding a specific document from two years ago means digging through hundreds of folders.
Generic cloud storage solves the sync problem. It doesn't solve the structure, security, or workflow problem — and those are what slow tax firms down.
Truss Drive is your firm's document home. Documents that clients upload through intake land here automatically: organized, renamed, and filed, ready for workpaper review.
1. Client uploads via zero-login intake link
Documents arrive auto-renamed and converted; no manual filing for staff.
2. Truss Drive: Your firm's document home
Encrypted, structured by client and year, with role-based access and a full audit trail.
3. Ready for workpaper, prep, and delivery
Files flow directly into the rest of the Truss workflow–no re-uploading, no copying between tools.
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.
Folder templates by entity type. Every client starts with the right structure–individuals, partnerships, corporations, and trusts.
Cloud-hosted with immutable backups. Even if a local machine is compromised, your client files are safe.
See who uploaded, accessed, or modified every document. Version history is always retained; nothing disappears quietly.
Documents from client intake flow directly into Drive, no manual filing. Then into workpapers without re-uploading.
See for yourself. Let a Truss Account Executive show you the platform.
