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Truss

More-in-one tax workflow

Truss is a complete tax workflow platform covering client intake, preparation, and delivery. It integrates with major tax suites to streamline the entire season.

Best forTax firms seeking an end-to-end solution
Websitegettruss.io

Facilities and features

  • 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

Strengths and trade-offs

  • The product engages clients via zero-login links for faster document collection.
  • Truss offers on-demand AI-powered return preparation with a clear audit trail.

    Appears in

    How Truss ranks

    #5 in Accounting practice management software with a client portal

    How the score is made up: Evidence on its own site 20; How complete its published information is 16; Fit to this ranking's criteria 40; 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

    #4 in Best tax preparation software

    How the score is made up: Evidence on its own site 20; How complete its published information is 16; Fit to this ranking's criteria 40; 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

    Alternatives to Truss

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    Questions about Truss

    Who is Truss best for?

    Truss is best for tax firms seeking an end-to-end solution.

    Where does Truss rank?

    Truss is ranked #4 in Best tax preparation software (Lister Score 92.0) and #5 in Accounting practice management software with a client portal (Lister Score 92.0).

    What are the best alternatives to Truss?

    The closest alternatives on Lister are Blockpit (#1 in Best tax preparation software), CoinLedger (#2 in Best tax preparation software) and LODGEiT (#3 in Best tax preparation software).

    Is this your company?

    Claim Truss to suggest corrections to its listing (pricing, features, details) or ask about an enhanced profile. We review every claim before anything changes.