Your firm's drive.
One secure, encrypted home for every client document. Ransomware-resistant by design.
Book a Demo
One secure, encrypted home for every client document. Ransomware-resistant by design.
Book a Demo
Stop hunting through shared drives and email threads. Truss Drive gives your entire firm a single, encrypted home for every client document, organized by client and tax year.
Create folder templates once and apply them across every client. Set default structures by entity type so each client starts with the right folders for their return year. Your team always knows where to look.
AES-256 encryption protects every file at rest and in transit. Role-based access ensures only the right people see the right documents. And because Truss Drive is cloud-hosted with immutable backups, your files are resistant to ransomware and CryptoLocker attacks — even if a local machine is compromised, your client documents are safe.
Design your folder structure once, then apply it across every client. Set default templates by entity type — individuals, partnerships, corporations, trusts — so each new client starts with the right folders already in place. Control client visibility per folder, sync templates across year folders, and update existing structures in bulk.
"Truss has genuinely revolutionized our workflow process."
Kyrsten Sherwood, Operations Manager
Sherwood & Co, PS
Yes. Truss supports bulk imports so you can bring over your existing client documents. Our team can help you map your current folder structure into Truss Drive so nothing gets lost in the transition.
Every upload is tracked with a full audit trail. You can see who uploaded, replaced, or modified a document and when. Previous versions are retained so you always have access to the complete history.
Truss Drive is designed for firms of all sizes and includes generous storage with every plan. If your firm has unusually large volumes, our team will work with you to find the right fit.
See for yourself. Select a date below and schedule a meeting with a Truss Account Executive.