One click creates a combined, bookmarked PDF in return order so review starts immediately. Annotate with tick marks, stamps, and notes while the audit log records who did what and when. Consistent across every return, every reviewer, every office.
Build a combined workpaper pack with a single click. Truss assembles every source document into a bookmarked PDF arranged in return order. Reviewers open the file and start working immediately instead of assembling the pack themselves.
Tick marks, stamps, highlights, and notes all live inside the workpaper viewer. Every annotation is timestamped and attributed to the reviewer so the audit trail is built as you work, not after.
Auto-generated bookmarks index every section of the workpaper pack. Reviewers navigate directly to the schedule or document they need without scrolling through hundreds of pages.
Verify totals without leaving the workpaper viewer. The built-in 10-key calculator lets reviewers tape numbers directly alongside the document, keeping the calculation and the source on the same screen.
"Truss has genuinely revolutionized our workflow process."
Kyrsten Sherwood, Operations Manager
Sherwood & Co, PS
Yes. Truss supports multi-level review workflows so preparers, reviewers, and partners can each sign off at their own stage. Review notes and status carry forward automatically, giving your team a clear audit trail from preparation through final approval.
Yes. Truss arranges documents in return order by default, but you can drag and drop sections to match your firm's preferred review sequence. Once set, your custom order applies to future packs automatically.
Yes. All annotations, tick marks, stamps, and notes are embedded in the PDF when you export. The exported file serves as a complete, auditable record of the review process.
See for yourself. Select a date below and schedule a meeting with a Truss Account Executive.