Your firm's drive.
One secure, encrypted home for every client document. Ransomware-resistant by design.
Book a Demo
One secure, encrypted home for every client document. Ransomware-resistant by design.
Book a Demo
Stop hunting through shared drives and email threads. Truss Drive gives your entire firm a single, encrypted home for every client document, organized by client and tax year.
Build one template for 1040s, one for 1120-S's, one for trusts — Truss materializes the right structure the moment you open a new entity's year folder. Change the template later and sync every existing entity in one job.
Mark specific folders as client-visible and Truss maintains a separate attachment set that only includes what clients should see. Preparer workpapers, notes, and draft returns stay invisible even when the parent folder is shared.
"Truss has genuinely revolutionized our workflow process."
Kyrsten Sherwood, Operations Manager
Sherwood & Co, PS
Yes. Truss supports bulk imports so you can bring over your existing client documents. Our team can help you map your current folder structure into Truss Drive so nothing gets lost in the transition.
Every upload is tracked with a full audit trail. You can see who uploaded, replaced, or modified a document and when. Previous versions are retained so you always have access to the complete history.
Truss Drive is designed for firms of all sizes and includes generous storage with every plan. If your firm has unusually large volumes, our team will work with you to find the right fit.
See for yourself. Select a date below and schedule a meeting with a Truss Account Executive.