Truss
More-in-one tax workflow
Ranked #4 in Best tax preparation software, and on 1 more ranking.
Truss is a complete tax workflow platform covering client intake, preparation, and delivery. It integrates with major tax suites to streamline the entire season.
At a glance
| Best for | Tax firms seeking an end-to-end solution |
From Truss's own website.
Facilities and features
Its website also mentions:
- Published pricing
- API
- Integrations
- SOC 2
What stands out
The product engages clients via zero-login links for faster document collection.
“Engage clients with zero-login links and AI checklists so clients provide the right docs fast.”Truss, own website
Truss offers on-demand AI-powered return preparation with a clear audit trail.
“With the click of a button, you can have your returns prepared by AI.”Truss, own website
How it ranks
Truss is ranked 4th of 10 in Best tax preparation software (Lister Score 92.0) and 5th of 10 in Accounting practice management software with a client portal (Lister Score 92.0).
#4 in Best tax preparation software · Lister Score 92.0
Offers on-demand AI-powered return preparation with a clear audit trail.
How the score is made up: fit to this ranking's criteria 40; evidence on its own site 20; how complete its published information is 16; buying information on its own site 16.
“Works alongside your existing tax software: CCH Axcess UltraTax CS UltraTax CS Lacerte ProConnect CCH ProSystem fx GoSystem Tax RS GoSystem Tax RS Drake ProSeries”Truss, own website
| Rank | Best tax preparation software | Score |
|---|---|---|
| 1 | Blockpit | 96.0 |
| 2 | CoinLedger | 92.0 |
| 3 | LODGEiT | 92.0 |
| 4 | Truss | 92.0 |
| 5 | ANNA Money | 90.0 |
| 6 | CrossLink Professional Tax Software | 90.0 |
| 7 | Drake Software | 84.0 |
| 8 | FreeTaxUSA | 84.0 |
| 9 | Intuit | 84.0 |
| 10 | WBB Gig Taxes | 84.0 |
#5 in Accounting practice management software with a client portal · Lister Score 92.0
Truss is a complete tax workflow platform covering client intake, preparation, and delivery. It unifies these stages into a single system for tax professionals.
Engages clients with zero-login links and AI checklists to collect documents quickly.
How the score is made up: fit to this ranking's criteria 40; evidence on its own site 20; how complete its published information is 16; buying information on its own site 16.
“Connect Truss to the tax software, practice management, and tools you already use.”Truss, own website
“Automatic assembly and delivery of returns with simple action items presented to your client: review the return, e-sign, estimated payments broken down, K-1 distribution, and invoicing, all in one experience.”Truss, own website
| Rank | Accounting practice management software with a client portal | Score |
|---|---|---|
| 1 | Financial Cents | 96.0 |
| 2 | Karbon | 96.0 |
| 3 | Pixie | 94.0 |
| 4 | Canopy | 92.0 |
| 5 | Truss | 92.0 |
| 6 | XBert | 92.0 |
| 7 | Senta | 90.0 |
| 8 | Money | 82.0 |
| 9 | Simba Computersysteme | 82.0 |
| 10 | Domínio Sistemas | 78.0 |
Frequently asked questions
How does Truss rank on Lister?
Truss is ranked 4th of 10 in Best tax preparation software (Lister Score 92.0) and 5th of 10 in Accounting practice management software with a client portal (Lister Score 92.0).