Clients sign and pay in the same sitting. No separate invoicing tool, no chasing checks, no waiting weeks after delivery. Payment is part of the workflow, not an afterthought.
Attach an invoice to the delivery package so clients see the balance the moment they open their return. No separate emails, no follow-up reminders. Payment becomes part of the natural workflow. You can even optionally require clients to pay before they can access their completed documents.
Accept credit card, ACH, Apple Pay, and Google Pay through Stripe with no additional merchant accounts or configuration. Clients pay in seconds with the method already on their phone. Funds go directly to your firm.
See which invoices are paid, pending, or overdue from one dashboard. Automated reminders nudge clients who have not yet paid so your team does not have to chase balances manually.
"Truss has genuinely revolutionized our workflow process."
Kyrsten Sherwood, Operations Manager
Sherwood & Co, PS
Truss connects directly to Stripe. If you already have an account you can link it in minutes. If not, you can create one during setup. No third-party merchant accounts or gateways required.
Yes. Clients can choose between credit card and ACH bank transfer at checkout. You control which payment methods are available for your firm.
Truss sends automated reminders on a schedule you define. You can also require payment before the client can download their final return documents, giving you control over the collection process.
See for yourself. Select a date below and schedule a meeting with a Truss Account Executive.