Forms that do the work.
Custom intake forms that automatically create contacts, trigger tasks, and start workflows based on how clients answer.
Book a Demo
Custom intake forms that automatically create contacts, trigger tasks, and start workflows based on how clients answer.
Book a Demo
Send a client a form. Their answers create the right tasks, contacts, and engagement letters automatically. No manual data entry, no missed steps. A client says "yes" to payroll services and the right task appears in their project before you even see the response.
Set up automations that fire based on how clients respond. A "yes" to advisory services creates the onboarding tasks. A "yes" to bookkeeping adds the right document requests. Each automation can create tasks, trigger engagement letters, add worksheets, or launch follow-up forms — all without anyone touching the project.
Share a public form link on your website or in an email. When a new client fills it out, Truss automatically creates their contact record, sets up a project, and assigns the right tasks. The client's name, email, address, entity details, and service preferences are all extracted and organized without manual entry.
Form responses are stored in the project with a PDF automatically attached. See who submitted, when they submitted, and exactly what they answered. Subscribe to notifications so your team knows the moment a client completes a form.
"Truss has genuinely revolutionized our workflow process."
Kyrsten Sherwood, Operations Manager
Sherwood & Co, PS
Based on a client's answer, Truss can automatically create tasks, add engagement letters for signing, launch follow-up forms, or generate worksheets. You can trigger on yes/no answers, multiple choice selections, or have automations that always run regardless of the response.
No. Public forms are accessible via a secure link with no login required. You can share the link on your website, in an email, or in your email signature. For existing clients, forms can also be assigned as tasks within their project.
Forms live inside projects as tasks. When a client submits, the response is attached as a PDF, automations create downstream tasks, and contacts are created or updated with extracted data. Everything feeds directly into your intake, prep, and delivery workflow.
See for yourself. Select a date below and schedule a meeting with a Truss Account Executive.