AI Intake Checklist
Ask only what's needed via prior-year data and build client-specific to-dos at scale.
Book a Demo
Ask only what's needed via prior-year data and build client-specific to-dos at scale.
Book a Demo
Generic checklists overwhelm clients and miss what matters. Truss builds personalized checklists using prior-year return data so each client sees only the documents and information they actually need to provide.
Upload last year's tax data or PDF organizer and Truss pulls names, entities, W-2s, 1099s, and dependents out. Turning each one into a specific client task. Clients get a customized list with only the relevant tasks.
Truss reads the tax facts pulled from the organizer and scores each return's complexity from 0 (basic) to 3 (ultra-complex). Making it easier to delegate internally or route to Truss Prep.
After the organizer processes, with a single click, a draft project is created, the household or fiduciary entity, the linked contacts (spouse, dependents, trustees, partners, etc.) and attaches the relevant task list.
"Truss has genuinely revolutionized our workflow process."
Kyrsten Sherwood, Operations Manager
Sherwood & Co, PS
Yes. Truss generates a smart starting point, but you can add, remove, or edit any checklist item before sending it to the client. You always have final control over what each client sees.
Truss includes a general questionnaire option that catches life changes like home purchases, new dependents, or job changes. You can combine AI-generated items with custom questions to cover anything that prior-year data would not reveal.
Clients receive a magic link that opens directly to their personalized checklist. No login or account creation required. They can upload documents, answer questions, and check items off from any device.
See for yourself. Select a date below and schedule a meeting with a Truss Account Executive.