Who It's For
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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.
Truss supports firms of all sizes, from solo practitioners to Top 100 firms. It’s especially impactful for firms that are looking to modernize workflows, streamline operations, and deliver a world-class client experience.
Truss is designed for firms processing at least 300 returns annually. That said, if a smaller firm is committed to improving client experience and operational efficiency, we’re happy to explore how Truss can still be a fit
Firms using Truss see up to 93% client adoption—more than double the industry average. Truss is also the only platform in its class that directly gathers client feedback, with 95% of it being overwhelmingly positive.
We use AI to cut manual work and reduce errors, saving hours per return. Features include:
TrussPrep lets firms outsource tax return preparation domestically with one click. Parameters are pre-selected, instant pricing is provided, and returns are delivered within 72 hours with two levels of review by U.S.-based accountants.
In addition to client and document management, Truss supports e-signatures, in-browser workbook markup, K-1 email distribution, encrypted file sharing, and secure payments via Stripe.
Truss can replace or consolidate:
Truss brings these functions into a single, streamlined platform built specifically for accounting firms.
Firms typically save between 20 and 40 minutes per return using Truss’s automation features. This time savings extends beyond tax engagements to all client-facing processes including bookkeeping, advisory, and compliance services.
Truss works with all major tax software platforms, including:
We connects with the tools firms already use:
We are SOC 2 Type II certified and uses 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.
Truss meets bank-level security standards. We use 256-bit encryption and are SOC 2 Type II compliant. Clients can upload sensitive documents without needing to log in or manage passwords, while firms can operate with total confidence in the platform’s security.
Most firms are up and running within 2 weeks. Our team provides guided onboarding, data migration packages, and training to ensure a smooth transition from existing systems.
We provide onboarding, live chat and email support, and regular webinars on new features. Larger firms also receive a dedicated customer success manager.
We price to fit each firm. Get in touch with our team for a quote.
We don’t offer a free trial, and that’s intentional. Our onboarding process is hands-on and highly supportive. We dedicate significant time and resources to ensure every firm is set up for long-term success. To help firms move forward confidently, we offer a 30-day money-back guarantee—no risk, just results.
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