End-to-End Tax Workflow
Intake
Collect docs and engage clients with zero-login links.
Workpaper
Standardized, tick-and-tie workpapers in return order.
Prep
Add capacity the moment you need it.
Delivery
Assemble, sign, and collect so clients finish in one sitting.
Every Tool Your Team Needs
E-Sign
Signatures built in
Drive
Secure document storage
Payment & Invoicing
Get paid at delivery
Secure File Share
Magic links, no logins
Max AI
AI-powered automation
Integrations
Connect your stack
Engagement Letters
Bulk with merge fields
AI Intake Checklist
Smart client to-dos
Workpapers
Tick-and-tie in order
K-1 Distribution
Distribute with tracking
AI Prep
On-demand tax prep
Desktop App
Native & offline
Mobile Scanner App
Scan docs to any project
Custom Forms
Answers drive workflow
Events
Webinars, workshops, and product walkthroughs for tax professionals. Register for an upcoming session below.
See for yourself. Select a date below and schedule a meeting with a Truss Account Executive.