5 stars 4.9 on Capterra and G2

Built for CPAs & Tax Teams

Tax workflow software

Stop chasing documents. Power tax season with one workflow.

Replace your portal, organizer, workpaper tools and delivery process with one system.

Book a demo with Truss

Trusted by forward-thinking firms

Add capacity on demand

Compatible with major tax software

One workflow, intake to delivery

The Problem

Next year will be different. But it never is.

Tax software works. Tax workflow doesn't.

Documents arrive from everywhere.

Staff chase clients for missing information.

Returns sit waiting for review.

Status lives in spreadsheets, email threads, or institutional memory.

Most delays don't happen inside the tax software. They happen between clients, staff and review — where workflow lives.

The workflow layer across your tax stack

Truss sits between your clients and your tax software, organizing everything before and after preparation.

Clients

Truss

One workflow from intake to delivery

Your Existing Prep Software

Axcess, UltraTax, Lacerte, ProSeries, ProConnect, Drake, ProSystem fx, ATX, GoSystem

Works alongside your existing tax software:

CCH Axcess
CCH Axcess
GoSystem Tax
GoSystem Tax
Ultra Tax
Ultra Tax
Lacerte
Lacerte
ProSeries
ProSeries
ProConnect
ProConnect
CCH ProSystem fx
ProSystem fx
Drake
Drake

The results are in.

★★★★★

"Truss helped transform our business from drop-off and pickup to 95% online."

Mark Jackson

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

Austin Murray,
CPA and Founder

Millennial Accounting

★★★★★

"Truss has boosted our productivity by automating routine tasks and requests."

Michelle DeFalco

Michelle DeFalco,
Tax Senior Manager

Robert Lee & Associates, LLP

The more-in-one workflow tax pros love

Intake

One place for everything.

Engage clients with zero-login links and AI checklists. Uploads convert to PDF, auto-rename, and file themselves, all from one screen.

  • • Client checklists & custom forms
  • • Convert any photo file to PDF (JPG, PNG, HEIC)
  • • Every file renamed and sorted automatically
Truss Intake

Workpaper

Focus on the return, not the paperwork.

One combined, bookmarked PDF in return order. Tick marks, stamps, and notes, all traceable. AI extracts, rotates, and removes duplicates.

  • • Instant workpaper packs in return order
  • • 10-Key with tape & in-browser annotations
  • • Auto index bookmarks
Truss Workpaper

Prep

Add capacity the moment you need it.

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.

  • • AI Prep, Assisted, or U.S. Expert Prep
  • • One-click routing, domestic by design
  • • Zero §7216 headaches
Truss Prep

Delivery

Sent, signed, finished.

Auto-build branded packets. Collect signatures and payments in one flow. Distribute K-1s securely. Auto-archive with a clean trail.

  • • E-signatures and payments, built in
  • • Universal support across individual, business, trusts, and nonprofit returns
  • • Automated reminders
Truss Delivery

Ready to see Truss in action?

Book a Demo

Why tax firms choose Truss

Zero-login tax intake

You send magic links, clients upload documents without creating accounts. Simple for them, secure for you.

Built by tax pros

Purpose-built for 1040 tax returns and the workflows accounting firms actually use.

AI document organization

Max AI powers automation across the workflow. Smart rename, smart split, AI extraction.

Seamless photo to PDF

Every upload (JPG, PNG, HEIC) arrives ready-to-review as a PDF. No manual conversion.

Book a demo.

See for yourself. Let a Truss Account Executive show you the platform.