More-in-one tax workflow.
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.
Client Checklists
Ask only what’s needed via prior-year data and build client-specific to-dos at scale.
Custom Form Automation
Answers create the right tasks so work flows naturally.
Convert Anything to PDF
Every upload (JPG, PNG, HEIC) arrives in a ready-to-review PDF format.
Smart Rename
Apply correct labels from content, no manual relabeling, no clutter.
Smart Split
Separate multi-doc PDFs into the right files automatically.
Compatible with all major tax filing software.
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.
Instant Workpaper Packs
One click builds a combined, bookmarked PDF in return order, ready for review.
10-Key with Tape
Audit calculations stay visible and neat. No app switching.
Bookmarks, Annotations, Tick Marks, Stamps
Mark and timestamp actions. The audit log records who did what and when.
Drag & Drop
Add what you need into packs without leaving your workspace.
One View
See everything together: docs, client comments, and worksheets in one dashboard.
Auto Index Bookmarks
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.
Three Prep Paths
Route to the right level of complexity with AI Prep, Assisted, or U.S. Expert Prep.
One-Click Prep (USA)
Set parameters, see the price, and route with one click.
Cost & Surge Control
Offload by return, week, or spike with pre-selected pricing. Complexity managed.
Review-Ready in Your Software
Aligned to UltraTax, Axcess, Lacerte, Drake, ProSeries, ProSystem fx, ATX, GoSystem.
Domestic by Design
Keep data on U.S. soil; close and compliant with no §7216 headaches.
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.
E-Sign Built-In
Collect every signature in one smooth workflow.
Collect Payment
Take payment at delivery (Stripe) to shorten cycle time.
K-1 Distribution
K-1s are delivered securely without messy attachments.
Universal Support
1040, 1120-S, 1120, 1065, 1041, 990, 706, 709, and more in one workflow.
State & Local Coverage
Handle e-file, vouchers, and local mail-ins with tracking.
Automated Reminders
Gentle, timely nudges keep signatures, invoices, vouchers, and estimates on track.
Security
Built in, not bolted on.
Prove Compliance
Point auditors to OWASP-aligned, SOC 2 Type II reports and control mappings. Show encryption and access controls on demand.
Encrypt Everywhere
Keep files, comments, and credentials protected with AES-256 at rest, TLS in transit, and Bcrypt for passwords.
Share Without Logins
Send expiring magic links instead of attachments. Keep access simple for clients and private for you.
Limit Who Sees What
Apply role-based access and least-privilege defaults.
Keep the Trail Clean
Record who requested, uploaded, reviewed, and signed so you can retrace every decision in an audit.
Backup & Disaster Recovery
Fully redundant, multi-region protection with a ransomware-proof design.
The results are in.
"Truss has genuinely revolutionized our workflow process."
Sherwood & Co, PS
"Truss helped transform our business from drop-off and pickup to 95% online."
Your Accountant My Accountant
"Truss is nicely idiot-proof, my success rate is higher than with any portal I’ve used."
White Horse CPA
"It’s one of those rare tools
that just works."
Ellis Wealth Planning
Book a demo.
See for yourself. Select a date below and schedule a meeting with a Truss Account Executive.
