Shockingly simple
Tax Workflow
Truss is the next generation of automation for Tax Pros to securely request, organize, notate, deliver, and store client documents.
With AI Powered Custom lists, File Sorting & Renaming, Return assembly and more!

Partner

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 Axcess, Ultratax, Drake, ProSystemFX, ProConnect, Pro Series, or Lacerte, ATX – 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.
Elite Cybersecurity Gurus
In our DNA: Our Founder/CTO has a 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?
Anna K, client at Redbud LLC
July 3, 2025
Tom G, client at Hayes CPA
July 3, 2025
Tom G, client at Hayes CPA
July 3, 2025
Rebekah C, client at FinancialStories Inc.
July 3, 2025
Sergio F, client at Foreign Tax CPA
July 3, 2025
Taylor R, client at Hayes CPA
July 3, 2025
Kelli T, client at Hollins and Hur
July 3, 2025
Peter M, client at Merryman Accounting Services
July 3, 2025
Brenda M, client at Your Accountant My Accountant
July 2, 2025
Andrew P, client at AlphaTrust Advisors
July 2, 2025
John M, client at Atlas CPA
July 2, 2025
John S, client at David A. Schueller
July 2, 2025