Engagement letters, done.
Send clean, personalized agreements in bulk with merged fields.
Book a Demo
Send clean, personalized agreements in bulk with merged fields.
Book a Demo
Build your templates once, then send personalized agreements to every client in minutes. Merge fields pull in client names, return types, and fees automatically. Clients sign with a magic link and your season starts moving.
Include yes/no questions directly in your engagement letters to offer additional services, collect consent, or confirm client preferences. Ask about advisory add-ons, bookkeeping packages, or filing extensions — and capture every answer alongside the signed agreement.
Clients receive a magic link, review their agreement, and sign electronically. No login, no account creation, no printing and scanning. Signed letters are recorded with a full audit trail.
See which clients have signed, which are pending, and which need a nudge. Automated reminders follow up on unsigned letters so your admin team does not have to chase each one manually.
"Truss has genuinely revolutionized our workflow process."
Kyrsten Sherwood, Operations Manager
Sherwood & Co, PS
Yes. Upload your firm's existing template and add merge fields where you need personalization. Truss works with your language, your terms, and your fee structure. You keep full control over the content.
Common merge fields include client name, entity type, return type, tax year, fee amount, and preparer name. You can customize which fields appear in your template to match your firm's needs.
Yes. Truss e-signatures comply with the ESIGN Act and UETA. Every signature includes a timestamp, IP address, and audit trail so you have a verifiable record of the agreement.
See for yourself. Select a date below and schedule a meeting with a Truss Account Executive.