Join our weekly demo day See Truss live every Wednesday at 1pm ET

Events

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Webinars, workshops, and product walkthroughs for tax professionals. Watch a past session below or join the weekly demo.

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Every Wednesday, 1:00 PM ET

See Truss in Action: a live walkthrough of the platform, every week

Upcoming events

More webinars are coming soon. In the meantime, join our weekly demo to see Truss in action.

Past Recordings

From Reactive to Proactive: How Top Firms Build Advisory Into Every Client Relationship — Truss Workshop Series with Kenneth Dettmann and Dan Pinkous

From Reactive to Proactive: How Top Firms Build Advisory Into Every Client Relationship

08/12/2026 Watch the Recording

We’ve Seen This Before: How History Informs the AI Shift in Tax — Truss Workshop Series with Thomas Shelley and Dan Pinkous

We’ve Seen This Before: How History Informs the AI Shift in Tax

08/06/2026 Watch the Recording

The Practical AI Workflow: Where AI Actually Fits in Tax — Truss Workshop Series with Kindel Meek and Ben Riseberg

The Practical AI Workflow: Where AI Actually Fits in Tax

08/05/2026 Event has passed

Building Client Intelligence: Using Claude to Strengthen Relationships — Truss Workshop Series with Docker Davis and Joe Wrobleski

Building Client Intelligence: Using Claude to Strengthen Relationships

07/30/2026 Watch the Recording

The K-1 Bottleneck: How to Tame Your Toughest Tax Data — Truss Workshop Series with Kindel Meek and Camron Momeni

The K-1 Bottleneck: Why Complex Tax Data Breaks Your Workflow

07/29/2026 Watch the Recording

Cut the Chase: Finding the Hidden Hours in Your Firm's Workflow — Truss Workshop Series with Yani Marx and Joe Wrobleski

Cut the Chase: Finding the Hidden Hours in Your Firm’s Workflow

07/01/2026 Watch the Recording

The Ultimate Client Experience webinar — making intake and delivery easy with Dan Pinkous

The Ultimate Client Experience, making intake & delivery easy

04/29/2026 Watch the Recording

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Every Wednesday at 1pm EST, join us to learn how you can:

Increase client adoption with secure, zero-login links
Reduce manual follow-up with AI checklists, auto-reminders, and client-specific to-dos
Collect, organize, e-sign, deliver, and take payment in one flow
Keep your tax software in place while simplifying the client experience