Shockingly simple client requests

Truss is the new and easiest way for Tax Pros to securely request and organize client documents.

With AI Powered Custom lists, File Sorting & Renaming
CPAs and Accountants working on laptops

Easy on Clients

Easy on You

Saves Hours

Clients Dumping Documents on You?

Clients regularly send their Tax Pro files through email, tax prep software, or even everyone’s favorite: pictures in a text message. 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.

Foolproof Client Experience

ZERO friction: no creating accounts, resetting passwords or logging in – they click the link and upload everything you requested. Clients get to work the way they want to.

Assembly And Delivery

We provide tools so that your team will always know the status of each item in real-time.  That means that you’ll never have an item slip through the cracks again.

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.

Stay on Top of Everything

We provide tools so that your team will always know the status of each item in real-time. That means that you’ll never have an item slip through the cracks again.

software image
Security Padlock on Files

More Secure Than Your Bank

Cloud Infrastructure: Hosted on SOC 2, Type II-certified platforms like Heroku and AWS, ensuring data integrity and robust infrastructure security.

Security Foundations: Developed with expert guidance, 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!

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.

  • Magic Link Client Login

Your clients don’t need to remember a username and password. They can easily upload their documents without logging in.

  • Stellar Security

Hosted on SOC 2, Type II-certified platforms like Heroku and AWS, ensuring data integrity and robust infrastructure security. Truss adheres to industry standards including OWASP and utilizes AES-256 and Bcrypt encryption.

  • 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.

  • 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 can work alongside Google Drive, DropBox, and Zapier.

  • Organized File Exporting

When you’re ready, export organized, bookmarked workpapers.

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.

  • Amy, CPA

    Last year our extensions were a cluster through Docusign. There were documents everywhere. Truss made this year a breeze - everything was organized and clients knew exactly where to go and what to do. All of our clients were able to use Truss"

  • Kady S., Staff Accountant

  • Jen, CPA

    This tax year Truss has been clutch, and I'm updating my processes around it. Thank you for that!

  • Mike, CPA

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

  • Mark Z., Owner

  • 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.

  • Pam, Office Manager

    Truss has fundamentally changed the workflow at our firm. The ease that it provides to our clients has created an unheard of turnaround when requesting documents. Not only that but our clients LOVE it. Highly recommended!!

  • Allison, CPA

    People are loving the portal! We love it too, thank you!! Thx.

  • Jim R., Partner

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.

Join the waitlist and see how Truss can help you supercharge efficiency and modernize your client experience.

See for Yourself

Finally discover the feeling of paperwork nirvana.

Schedule a Demo

We’ll get back to you with your demo date and more info.

Truss is the easiest way to collect and organize files from clients. No client login required.

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