Shockingly simple client requests

Truss is the next generation of automation for Tax Pros to securely request, organize, notate, and deliver client documents.

With AI Powered Custom lists, File Sorting & Renaming, Return assembly and more!

On Capterra

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11+ Reviews On G2

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CPAs and Accountants working on laptops

Easy on Clients

Easy on You

Saves Hours

Karbon

Partner

BDO Alliance USA

Partner

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.

Truss Works to Make Your Life Easier

Here’s how it works.

Client-specific checklists created by AI

Each of your clients gets their own checklist.  Truss AI uses data from your Tax Prep software to ask for the specific documents each client needs to provide.

Whether you use CCH Access, Ultratax CS, Drake Software, ProConnect, Pro Series, or Lacerte, Truss can work for you.

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.

software image

Stay on Top of Everything

We provide tools so that your team knows when a file is ready for you. Slash the number of file touches in half.

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.

Security Padlock on Files

File Requesting & Organizing Is Easy Now

Stop drowning in unorganized documents and instead enjoy total document bliss!

With AI Powered File Sorting & Naming

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.

  • AI Smart File Renaming

Client sends you img_812739.jpg > Truss gives you Smith, John W-2 – 2022.

  • E-Signature

Your clients can easily and securely sign any doc you send to them.

  • Convert Images to PDF

If your client sends in a jpg, png, even heic file, Truss will convert it to the tax prep friendly PDF format.

  • Stellar Security and Privacy

Truss is SOC 2 certified, ensuring data integrity and robust infrastructure security. Truss adheres to industry standards including OWASP and utilizes AES-256 and Bcrypt encryption. Truss is here to beef up the security level in your firm so you can sleep well at night.

AICPA SOC

We have passionate convictions about the importance of data privacy. We have engineered thoughtfully to ensure that none of your clients’ data is EVER used for training large language models. We carefully assess and ensure contractual policy protections are in place, supported by security best practices and certifications, to prevent data from being used in training.

  • AI Document Inspection

Imagine your life without:

– Duplicates
– Unreadable Photos
– Wrong Tax Year
– Infected/Corrupted files
– Password protected that you can’t open

  • Works Directly In Outlook & Gmail

You open a new email to a client, click request docs, and select from a checklist. It’s groundbreaking and simple.

  • Powerful Integrations

Truss has best-in-class Zapier integrations for limitless automation possibilities. Sync with OneDrive, Google Drive, Dropbox and more.

  • Instant Workpapers

With a button-click, export organized, bookmarked workpapers in a combined pdf with client communications included.

Book a Demo Today to Get Started

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.

  • La Keisha, CPA

    We have been very pleased with Truss and appreciate all the updates that you've been making.

  • Jeff, CPA

    Truss really works - my clients love it. It makes handling giant QB files easy. It gives me credibility with my clients and other professionals. It communicates to my clients that I've got my stuff together - especially when it comes to security. I work closely with a lot of Attorneys, and they're always very security-conscious. Truss makes me look good in front of them.

  • James, Partner

    We have had a LOT of compliments on our new portal system. Our clients are loving it

  • Deborah, Partner

    The more I understand the software the more excited and amazed I am. Thank you.

  • Jim R., Partner

  • Mike, CPA

    Now I don't have to dread packaging the return.

Do your clients love your portal this much?

  • Smiling Client

    Terry R, client at Owens

    May 21, 2025

  • Smiling Client

    Joel B, client at Truss

    May 21, 2025

  • Smiling Client

    Clare O, client at Foreign Tax CPA

    May 20, 2025

  • Smiling Client

    Paul O, client at GCK Accounting

    May 20, 2025

  • Smiling Client

    Jocelyn D, client at KDWallStreet Financial Services

    May 20, 2025

  • Smiling Client

    Chris V, client at GDG Services

    May 20, 2025

  • Smiling Client

    John M, client at Pro Tax Help

    May 20, 2025

  • Smiling Client

    Sarbajit M, client at Foreign Tax CPA

    May 20, 2025

  • Smiling Client

    Jason S, client at Sarlo Income Tax Service Inc.

    May 20, 2025

  • Smiling Client

    Larry C, client at Bedrock CPAs

    May 20, 2025

  • Smiling Client

    Rebecca K, client at Tax Resolution Group

    May 20, 2025

  • Smiling Client

    Edmund L, client at Monolithe Tax Planning Services

    May 20, 2025

Discover tax-time sanity. Book a Demo today.

Your clients will love how simple Truss is – it just works.

The truth we already know: everyone loves simple. Truss is the simplest way to request files from your clients.

It’s built with industry best practices learned from 1000s of engagements.

Schedule a Demo today and see how Truss can help you supercharge efficiency, increase capacity and modernize your client experience.

See for Yourself

Finally discover the feeling of paperwork nirvana.