Truss: Revolutionizing Client Document Management for Tax Professionals 🚀

Welcome to Truss, the next generation of automation for Tax Pros to securely request, organize, and manage client documents. Say goodbye to the chaos of client document handling and embrace a streamlined, secure, and AI-powered experience.

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🌟 Why Truss?

✅ Shockingly Simple Client Requests

• Easy on Clients, Easy on You
  • ZERO friction for clients: no accounts, no passwords, no hassle.
  • AI-powered custom checklists make document requests effortless.

✅ Saves You Hours

• No more email chaos, text message pictures, or misplaced files.
• Truss slashes file touches in half and eliminates bottlenecks.

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🔍 Key Features

🚀 AI-Powered Document Management

• Custom Checklists for Each Client
  Automatically generated checklists tailored to your client’s needs using data from your Tax Prep software.

• Smart File Sorting & Renaming
  Transform files like img_123.jpg into Smith, John W-2 – 2022 automatically.

• AI Document Inspection
  Never deal with:

  • Duplicate files
  • Wrong tax years
  • Corrupted or unreadable files

🔐 Uncompromising Security

• SOC 2 Certified for robust infrastructure and data integrity.
• AES-256 and Bcrypt encryption to protect sensitive data.
• Client data NEVER used for training large language models.

🛠️ Powerful Automation Tools

• Login-Free Uploads
  Frictionless uploads for your clients with no passwords or accounts to manage.

• Automated Client Reminders
  Ensure no document is forgotten with automatic follow-ups.

• Instant Workpapers
  Export organized, bookmarked PDFs of client documents and communications in one click.

• Integrations with Your Favorite Tools
  Zapier integrations connect seamlessly with OneDrive, Google Drive, Dropbox, and more.

✉️ Works Directly in Your Email

• Request documents from your checklist directly in Outlook or Gmail.

🖋️ Advanced Features

• E-Signature Support
  Let clients securely sign documents with ease.

• Image to PDF Conversion
  Convert .jpg, .png, or .heic files into tax-prep-friendly PDFs automatically.

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🔒 Our Commitment to Security

Truss was built with security as a core pillar. From the ground up, we’ve engineered thoughtfully to protect your data:

• Adherence to OWASP security standards.
• Designed by a team led by a Princeton-educated cybersecurity expert with top security clearances.

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📈 What Tax Pros Are Saying

"People are loving the portal! We love it too, thank you!!"
– Allison, CPA

"Truss has fundamentally changed the workflow at our firm. The ease it provides to our clients has created an unheard-of turnaround when requesting documents."
– Pam, Office Manager

"I will definitely continue to use this system. My clients are loving it! I’m looking at shutting down Dropbox after this season since everyone likes Truss way better."
– Priscilla, CPA

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💡 Get Started Today

Take control of your tax-time sanity and experience the Truss difference!

👉 Book a Demo

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🤝 Join the Future of Tax Document Management

Truss is trusted by CPAs and tax professionals across the country. Join the revolution and make your life (and your clients’ lives) easier today.

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Made with ❤️ by the Truss Team
Your Trusted Partner in Tax Document Management