Shockingly simple client requests
Truss is the next generation of automation for Tax Pros to securely request and organize client documents.
Clients Dumping Documents on You?
Clients regularly send their Tax Pro files through email, tax prep software, or even everyone’s favorite: text message pictures. The result: a confusing mess, things slipping through the cracks, and ultimately hours of wasted time.
That ends now.
Foolproof Client Experience
ZERO friction: no creating accounts, resetting passwords or logging in – clients just click the link and get more done.
Return Assembly And Delivery
Upload the Client Copy of the Return and watch the AI magic happen.
Automated Reminders Make Followup Easy
Ever had a client think they were done when they weren’t – or just forget altogether? Truss’ automated reminders make that a thing of the past.
Elite Cybersecurity Gurus
In our DNA: Our Founder/CTO has Princeton cybersecurity degree, founded a cybersecurity audit firm, consulted intelligence agencies, held top security clearances, and more…
Let’s just say that Cybersecurity is our thing.
Cloud Infrastructure: Truss is SOC 2 certified ensuring data integrity and robust infrastructure security.
Security Foundations: Truss adheres to industry standards including OWASP and utilizes AES-256 and Bcrypt encryption.
File Requesting & Organizing Is Easy Now
Stop drowning in unorganized documents and instead enjoy total document bliss!
When a client uploads documents, Truss automatically knows what form or file it is and names it intelligently for you.
Login-Free Upload Page
Frictionless uploading for your Clients. Never reset another password.
Track Outstanding Documents
Never let needed files slip through the cracks. Make your deadlines.
Automatic Reminders for Clients
Relax. Let Truss handle the reminding.
Super Secure & Easy to use
Truss raises the level of security and cuts the complexity.
Excited about getting your tax-time sanity back? You’re not alone.
Tax Pros Love Truss
Some of our favorite quotes from professionals like you.
Do your clients love your portal this much?
Daniela E, client at Solberg Financial
December 10, 2024
TED Z, client at Nick Vlachos CPA
December 10, 2024
Anthony B, client at Dutton Legal Group LLC
December 9, 2024
Steven W, client at The Nichols Group
December 9, 2024
PAUL W, client at Tax Ally
December 9, 2024
Dori A, client at Hayes CPA
December 8, 2024
Derek L, client at Michael Chun CPA
December 7, 2024
Young K, client at Atlas CPA
December 7, 2024