Checklists that think.
Ask only what's needed via prior-year data and build client-specific to-dos at scale.
Book a Demo
Ask only what's needed via prior-year data and build client-specific to-dos at scale.
Book a Demo
Generic checklists overwhelm clients and miss what matters. Truss builds personalized checklists using prior-year return data so each client sees only the documents and information they actually need to provide. Fewer questions, faster responses, cleaner intake.
Truss reads prior-year data and generates a checklist tailored to each client. A W-2 employee sees different items than a partner with rental properties. Every client gets a list that makes sense for their specific situation.
Instead of a vague request for tax documents, clients see a clear list of what is still needed. They check items off as they upload, and your team sees progress in real time. No more back-and-forth emails asking for missing documents.
Generate personalized checklists for every client at once. Whether your firm has 200 clients or 20,000, Truss scales the process so intake starts simultaneously across your entire client base.
"Truss has genuinely revolutionized our workflow process."
Kyrsten Sherwood, Operations Manager
Sherwood & Co, PS
Yes. Truss generates a smart starting point, but you can add, remove, or edit any checklist item before sending it to the client. You always have final control over what each client sees.
Truss includes a general questionnaire option that catches life changes like home purchases, new dependents, or job changes. You can combine AI-generated items with custom questions to cover anything that prior-year data would not reveal.
Clients receive a magic link that opens directly to their personalized checklist. No login or account creation required. They can upload documents, answer questions, and check items off from any device.
See for yourself. Select a date below and schedule a meeting with a Truss Account Executive.