From client organizers to prep to delivery, the complete tax workflow platform is here.
See for yourself. Let a Truss Account Executive show you the platform.
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Intake
Open one clean view of your season. Engage clients with zero-login links and AI checklists so clients provide the right docs fast. Uploads convert to PDF, auto-rename, and file themselves — from the same screen you request, assign, and nudge — all protected by SOC 2/AES-256 with a full audit trail.
Ask only what's needed via prior-year data and build client-specific to-dos at scale.
Answers create the right tasks so work flows naturally.
Send clean, personalized agreements in bulk with merged fields.
Every upload (JPG, PNG, HEIC) arrives in a ready-to-review PDF format.
Apply correct labels from content, no manual relabeling, no clutter.
Separate multi-doc PDFs into the right files automatically.
Compatible with all major tax filing software.
Drake
CCH Axcess
Ultra Tax
CCH ProSystem fx
ProConnect
Lacerte
Workpaper
Create one combined, bookmarked PDF in return order so review starts immediately. Annotate in-browser with tick marks, stamps, and notes (everything is traceable) while AI extracts, rotates, and de-dupes. Share securely and review consistently across UltraTax, Axcess, Lacerte, Drake, ProSeries, ProSystem fx, ATX, and GoSystem.
One click builds a combined, bookmarked PDF in return order, ready for review.
Audit calculations stay visible and neat. No app switching.
Mark and timestamp actions. The audit log records who did what and when.
Add what you need into packs without leaving your workspace.
See everything together: docs, client comments, and worksheets in one dashboard.
Reviewers jump right into the right spot as every section is labeled and easy to reach.
Trusted by forward-thinking firms.
Prep
When the season spikes you can route returns with one click to AI or U.S. experts at a pre-set price. It comes back review-ready in your tax suite with a clear audit trail. Human prep returns in about 72 hours with two U.S. reviews. Domestic by design. Compliant by default. All with zero §7216 headaches.
Route to the right level of complexity with AI Prep, Assisted, or U.S. Expert Prep.
Set parameters, see the price, and route with one click.
Offload by return, week, or spike with pre-selected pricing. Complexity managed.
Aligned to UltraTax, Axcess, Lacerte, Drake, ProSeries, ProSystem fx, ATX, GoSystem.
Keep data on U.S. soil; close and compliant with no §7216 headaches.
Auto-nudge clients and triage uploads, tasks, comments, signatures, and invoices from one place. Work moves itself.
Delivery
Auto-build branded packets in seconds. Route and collect signatures plus payment in one calm flow. Distribute K-1s without risky attachments, keep everything encrypted, and auto-archive with a simple summary so the trail stays clean.
Collect every signature in one smooth workflow.
Take payment at delivery (Stripe) to shorten cycle time.
K-1s are delivered securely without messy attachments.
1040, 1120-S, 1120, 1065, 1041, 990, 706, 709, and more in one workflow.
Handle e-file, vouchers, and local mail-ins with tracking.
Gentle, timely nudges keep signatures, invoices, vouchers, and estimates on track.
Security
SOC 2 Type II controls plus continuous hardening. We engineer security into every part of your tax workflow.
Point auditors to OWASP-aligned, SOC 2 Type II reports and control mappings. Show encryption and access controls on demand.
Keep files, comments, and credentials protected with AES-256 at rest, TLS in transit, and Bcrypt for passwords.
Send expiring magic links instead of attachments. Keep access simple for clients and private for you.
Apply role-based access and least-privilege defaults.
Record who requested, uploaded, reviewed, and signed so you can retrace every decision in an audit.
Fully redundant, multi-region protection with a ransomware-proof design.
★★★★★
"Truss has genuinely revolutionized our workflow process."
Kyrsten Sherwood, Operations Manager
Sherwood & Co, PS
★★★★★
"Truss helped transform our business from drop-off and pickup to 95% online."
Mark Jackson, COO
Your Accountant My Accountant
★★★★★
"Truss is nicely idiot-proof, my success rate is higher than with any portal I've used."
Jen Tryggvason, Owner
White Horse CPA
★★★★★
"It's one of those rare tools that just works."
Deborah W. Ellis, President and CEO
Ellis Wealth Planning
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