E-sign built in.
Unlimited signatures embedded throughout your tax workflow, wherever they're needed. Secured with KBA and OTP identity verification.
Book a Demo
Unlimited signatures embedded throughout your tax workflow, wherever they're needed. Secured with KBA and OTP identity verification.
Book a Demo
Collect every signature without switching tools or portals. Engagement letters, Form 8879, consent forms, and disclosures — all signed via magic link, verified with Knowledge-Based Authentication (KBA), tracked in real time, and archived with a full audit trail.
Each signer gets a personal magic link by email. They open it, review the document, and sign in their browser. No account creation, no passwords, no friction. Supports single signers, spouse co-signers, and multi-party scenarios like Form 8879.
Truss automatically places e-signature fields in the correct positions across all federal and state forms — 1040, 1120-S, 1065, 1041, 990, and more. Every return type is covered, so your team never has to manually drag and drop signature boxes. Just send, and clients sign in the right spots.
Before signing, clients verify their identity through Knowledge-Based Authentication — answering personal questions like the last four digits of their SSN or EIN. Layer on a one-time password (OTP) via email or SMS for even stronger verification. See who has signed from your dashboard, get automatic notifications, and archive every signed PDF with timestamps, IP addresses, and a compliance-ready audit trail.
60% of e-signs are signed within 24 hours. 80% are signed within three days. Truss sends automatic email reminders so you never have to chase a signature.
"Truss has genuinely revolutionized our workflow process."
Kyrsten Sherwood, Operations Manager
Sherwood & Co, PS
No. Each signer receives a personal magic link by email. They click it, review the document, and sign directly in their browser. No account, no password, no portal login required.
Any PDF document or image. You can upload multiple files and Truss will combine them into a single signing package. Add signature fields, send to one or more recipients, and clients sign everything in one flow.
Knowledge-Based Authentication (KBA) verifies a signer's identity by asking personal questions — like the last four digits of their SSN or EIN — before they can access the document. For maximum security, you can combine KBA with a one-time password (OTP) sent via email or SMS, so signers must pass both checks. You can set your firm's default verification level or configure it per document. Every verification event is logged for a compliance-ready audit trail.
See for yourself. Select a date below and schedule a meeting with a Truss Account Executive.