Built for CPAs & Tax Teams
The digital tax organizer your clients will actually complete.
Replace paper organizers and generic portals with AI-powered checklists, zero-login document upload, and automatic organization. Close intake faster, every season.
Book a demo with Truss
Zero-login client experience
AI-powered personalized checklists
Auto-rename & organize
Works with your tax software
Clients ignore them. Your team chases what's missing.
PDF organizers go unanswered or come back incomplete.
Generic document requests confuse clients about what to actually send.
Staff spend hours chasing missing W-2s, 1099s, and statements.
Documents arrive in every format, named however the client felt like naming them.
The problem isn't your clients. It's the organizer. When intake is confusing, slow, or buried in a portal login, clients disengage and documents trickle in all season.
Truss sends every client a personalized checklist and a magic link to upload. Documents arrive organized, renamed, and ready–no chasing required.
1. Generate personalized checklists
AI builds each client's checklist from prior-year return data. A W-2 employee sees different items than a K-1 partner with multiple rental properties.
2. Clients upload with one click, no login
A magic link takes clients directly to their checklist. They upload from phone or desktop. No account creation, no portal friction.
3. Documents arrive organized and prep-ready
AI auto-renames files, converts photos to PDF, and flags missing items. Your team sees exactly what's in and what's outstanding.
Works alongside your existing tax software:
★★★★★
"Truss helped transform our business from drop-off and pickup to 95% online."
Mark Jackson
Your Accountant
My Accountant
★★★★★
"Truss has been easy to use and well received by clients. It made aspects easier for us and the client."
Austin Murray,
CPA and Founder
Millennial Accounting
★★★★★
"Truss has boosted our productivity by automating routine tasks and requests."
Michelle DeFalco,
Tax Senior Manager
Robert Lee & Associates, LLP
Intake
Engage clients with zero-login links and AI checklists. Uploads convert to PDF, auto-rename, and file themselves, all from one screen.
Workpaper
One combined, bookmarked PDF in return order. Tick marks, stamps, and notes, all traceable. AI extracts, rotates, and removes duplicates.
Prep
Route returns with one click to AI or U.S.-based experts at a pre-set price. Comes back review-ready in your tax software.
Delivery
Auto-build branded packets. Collect signatures and payments in one flow. Distribute K-1s securely. Auto-archive with a clean trail.
Magic links take clients straight to their organizers. The No. 1 reason clients ignore portals is friction. Truss removes it.
Documents auto-rename, auto-convert, and auto-sort. Your team reviews, not reorganizes.
Purpose-built for tax season intake, not a generic file-sharing tool adapted for accounting.
Collected documents flow directly into a workpaper pack in return order. No clumsy handoff between tools.
See for yourself. Let a Truss Account Executive show you the platform.
