Truss

Tax Preparation & Filing Tools

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This extensive tax workflow platform streamlines the entire tax preparation process, from client document intake to final delivery, eliminating the need for cumbersome portals and passwords. Key features include automated document management, customizable client checklists, secure e-signatures, and seamless integration with major tax filing software, all designed to improve efficiency, reduce errors, and ensure compliance for tax professionals and firms managing multiple client accounts.

Truss can be found in Tax Preparation & Filing Tools categories.

The most similar products to Truss are:

Ahsuite Promoted → Tromp LLC Suite Promoted → SmartVault → Drake Software → 123 Income Tax Software →

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Details

Truss Main Features

• Stellar Security
  Truss is certified for security and uses strong encryption to protect client data.
• Works with Email
  You can request documents directly from Outlook or Gmail using a simple checklist.
• Instant Workpapers
  You can quickly create organized workpapers with client communications included.
• Login-Free Uploads
  Clients can upload their documents without needing to remember passwords.
• Automated Reminders
  Truss sends automatic reminders to clients so they don't forget to send their documents.
• Powerful Integrations
  Truss connects with tools like OneDrive and Google Drive for more automation options.
• AI Document Inspection
  Truss checks documents for issues like duplicates or unreadable photos to ensure quality.
• AI Smart File Renaming
  Truss renames files sent by clients to make them clear and organized.
• E-Signature Capability
  Clients can securely sign documents you send them with ease.
• File Sorting and Naming
  When clients upload documents, Truss automatically sorts and names them correctly for you.
• Image to PDF Conversion
  Truss converts images like jpg or png files into PDF format for tax preparation.
• Track Outstanding Documents
  You can easily see which documents are still needed from clients to meet deadlines.
• AI Powered Custom Checklists
  Truss creates a special checklist for each client, asking for the exact documents they need to provide.
• Frictionless Client Experience
  Clients can easily access their documents without creating accounts or logging in; they just click a link.

Truss Benefits

• Saves Time
  With automated reminders and smart checklists, you can spend less time chasing clients for documents.
• Reduces Errors
  AI document inspection helps catch issues like duplicates or unreadable files, ensuring you get the right documents.
• Works with Email
  You can request documents directly from Outlook or Gmail, making it simple to integrate into your workflow.
• Easy File Uploads
  Clients can upload files easily without any hassle, making the process smoother for everyone.
• Enhances Security
  Truss uses strong security measures to keep your clients' data safe, giving you peace of mind.
• Instant Workpapers
  With just one click, you can create organized workpapers that include all client communications.
• Converts File Formats
  Truss can change images into PDFs, so you always have the right format for tax preparation.
• Tracks Missing Documents
  You can easily see which documents are still needed, helping you meet deadlines without stress.
• Simplifies Client Requests
  Truss makes it easy for clients to send documents without needing to create accounts or remember passwords.
• Organizes Documents Automatically
  Truss sorts and names files for you, so you don't have to deal with a messy collection of documents.

Who should use Truss?

• Clients
  Clients benefit from a simple way to upload their documents without creating accounts or remembering passwords.
• Accounting Firms
  Accounting firms can improve their security and efficiency with automated reminders and smart file management.
• Tax Professionals
  Tax pros can save hours by using Truss to organize client documents easily.
• Administrative Staff
  Admin staff can reduce confusion and streamline the document collection process with AI-powered checklists.
• Cybersecurity Experts
  Cybersecurity experts will appreciate Truss's strong security measures and data protection standards.

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