The Simple Truth:
Only a few of your clients use your file-sharing software.
“Solutions” that only serve 10-20% of your clients are not solutions – they are complications.
You are tired of paying for software that doesn’t actually get used.
Your client receives a magic link
No friction: no creating accounts, resetting passwords or logging in – they click the link and upload everything you requested. If they don’t, we’ll gently remind them until they do.
Docs, right where you need them
Uploaded documents are automatically sorted and delivered straight to your hard drive – no downloading or sorting required. Oh, and no more lost hours searching through email for that file a client said they sent you.
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.
Shockingly simple Tax Document Collection
Client Portals complicate.
Let Truss simplify.
Login-Free Upload Page
Frictionless uploading for your Clients. Never reset another password.
Track Outstanding Documents
Never let needed documents slip through the cracks. Close out files faster.
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.
Get Started Today
Finally discover the feeling of tax season sanity.