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Prep on autopilot.

Add capacity the moment you need it with domestic, on-demand tax prep. K-1s are our specialty of specialties.

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Truss AI prep routing dashboard

When the season spikes, route returns with one click to AI or U.S.-based experts at a pre-set price. Returns come back review-ready. Domestic by design, compliant by default, with zero §7216 headaches.

One-click routing to AI or U.S. expert prep

Route with one click, get it back review-ready.

Set your parameters, see the price, and route the return. Whether you choose AI prep or U.S.-based expert prep, the return comes back in your tax software format, ready for your reviewer to pick up without any reformatting.

Three prep paths: AI, Assisted, and U.S. Expert

Three paths for every complexity level.

OCR Prep extracts data from scanned documents and populates returns automatically. AI Prep handles straightforward returns instantly. Human Prep routes complex returns to U.S.-based professionals who deliver with quality reviews. You match the path to the return.

Domestic prep with compliance controls

Domestic by design, compliant by default.

All prep work stays on U.S. soil. No offshore outsourcing, no section 7216 consent forms to chase. The audit trail shows exactly who prepared what, giving your firm clean documentation for every return.

"Truss has genuinely revolutionized our workflow process."

Kyrsten Sherwood

Kyrsten Sherwood, Operations Manager

Sherwood & Co, PS

Frequently Asked Questions

AI Prep returns results in minutes for qualifying returns. U.S. Expert Prep typically delivers in about 72 hours, including two quality reviews. The right choice depends on the complexity of the return and your timeline.

No. All prep work is performed domestically within the United States. Because data never leaves U.S. soil, section 7216 offshore disclosure consent is not required.

Truss Prep is purpose-built for 1040 returns — the highest-volume, most time-sensitive work in your firm. By focusing on individual returns, every prep path is optimized for speed, accuracy, and the nuances that matter most during tax season.

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See for yourself. Select a date below and schedule a meeting with a Truss Account Executive.