Product Description
Truss is an Agentic AI tax workflow and client collaboration platform built for modern CPA firms. It automates the full tax engagement lifecycle—from intake and smart document requests to AI-powered organization, e-signatures, payments, workpapers ,AI prep and return delivery. With secure, no-login client access, Truss removes the friction of traditional portals and helps firms streamline operations, improve visibility, and deliver a faster, more modern client experience. Truss is built to support the way firms actually work today: simplifying tax preparation while helping firms create more capacity for higher-value advisory services.
Key Benefits
- Eliminates clunky client portals, logins, and password resets with simple secure links
- Drives an average 93% client adoption rate by making the client experience radically easier
- Saves firms 20–40 minutes per engagement through automation and AI-powered workflow tools
- Uses AI to sort, rename, track, and organize documents instantly, reducing manual admin work
- Automates reminders and follow-ups so staff spend less time chasing clients for missing items
- Unifies document collection, collaboration, e-signature, payments, and delivery in one platform instead of forcing firms to stitch together multiple tools
- Gives teams real-time visibility into engagement status, missing documents, and return readiness
- Works alongside existing tax software, adding a modern client collaboration and automation layer without replacing the tax engine
- Extends beyond tax prep by helping firms free up capacity for more strategic, advisory-focused client work
Book a demo to see how Truss helps CPA firms automate tax workflow, improve client response rates, save time on every return, and create more capacity for higher-value advisory services.