Events

Join us live.

Webinars, workshops, and product walkthroughs for tax professionals. Register for an upcoming session below.

Highlight

Jul 29, 1:00 PM ET

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

Upcoming events

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 Sign Up

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 Sign Up

Past Recordings

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 47 min

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

The Ultimate Client Experience, making intake & delivery easy

04/29/2026 58 min

See Truss in Action

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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