The Complete Workflow for Managing Client Tax Documents

Truss is built for client-obsessed accounting firms. Truss firms take extra time with their clients catching up on how things are going with their aging parents-because they are not a transaction.   Their clients often aren't aware of all the times they've gone above and beyond without billing them. Firms turn to Truss because it pains them personally when clients get frustrated with their portal. They care deeply about the client experience.

We work with all major tax platforms including: CCH Axcess, UltraTax, Drake, ProSystem FX, ProConnect, ProSeries, Lacerte, and ATX.

We are SOC 2 Type II certified and use bank-level AES-256 encryption. Data is hosted on secure cloud infrastructure, and your information is never sold, exposed, or used to train AI models. Client access is simple and secure through expiring “magic links”, no extra accounts or passwords required.

We connect with the tools firms already use:

• Email & Calendar: Gmail, Google Calendar, Office 365
• Cloud storage: Box, Dropbox, OneDrive, Google Drive
• Practice management: Karbon
• Automation: Zapier, Typeform
• Other tools: Browser extensions (Gmail, Outlook), Microsoft desktop app
• Enterprise SSO login

Truss brings everything firms usually spread across multiple tools into one platform. Document management, e-signatures, client collaboration, secure file sharing, and payments. Firms that used to juggle apps like SafeSend, SurePrep, SmartVault, or TicTie Calculate can now run the same work in a single system designed specifically for accounting.

Truss comes with guided onboarding instead of a trial. From day one, our team works directly with you to set up processes, migration, and team training to ensure your firm is positioned for long-term success. And, if it turns out Truss isn’t the right fit, we back it with a 30-day money-back guarantee.