Truss
Truss revolutionizes document management for tax professionals by seamlessly organizing and securing client files. With AI-driven checklists tailored to each client’s needs, automated reminders, and intuitive file handling, it eliminates confusion and inefficiency. Enhanced security measures ensure data integrity, allowing tax pros to focus on what truly matters—serving their clients.
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Top Truss Features
- Client-specific document checklists
- AI-driven document requests
- Seamless email integration
- One-click document upload
- Automated client reminders
- Intelligent file naming
- E-signature capability
- Image file conversion to PDF
- AI-powered document inspection
- SOC 2 compliance certification
- Robust data encryption standards
- Integration with Zapier
- Instant organized workpapers export
- Zero account creation friction
- Secure client communication
- Real-time document tracking
- Streamlined document organization
- Enhanced data privacy measures
- User-friendly client interface
- Customizable request templates
