Truss

Truss is a tax workflow platform for accounting firms that brings client intake, workpapers, return preparation, and delivery into a single workflow. It addresses the coordination between requesting documents from clients, reviewing workpapers, preparing returns, and sending finished returns for signature, payment, and K-1 distribution.

The platform includes Intake with zero-login client links and AI checklists, Workpaper with tick-and-tie annotations and auto-indexed bookmarks, Prep with one-click AI preparation routed through a provider marketplace, and Delivery with built-in e-signature, Stripe payment collection, and K-1 distribution. Integrations cover tax software such as UltraTax CS, CCH Axcess, Lacerte, Drake, ProSeries, ProConnect, CCH ProSystem fx, ATX, and GoSystem Tax RS, along with Office 365, Gmail, Karbon, Zapier, Typeform, QuickBooks, Stripe, and prep providers including Byron, Filed, Magnetic, K1x, and GruntWorx. Additional tools include a desktop app, mobile scanner app, custom forms, engagement letters, and secure file sharing. Security features include SOC 2 Type II certification, AES-256 encryption, role-based access, and audit logging.

Truss is built for accounting firms handling individual and entity tax returns, supporting forms such as 1040, 1120-S, 1120, 1065, 1041, 990, 706, and 709. The platform is available by demo and demo booking; no free plan, trial, or pricing details are stated.