Plays nice with your stack.
Connect Truss to the tax software, practice management, and tools you already use.
Book a Demo
Connect Truss to the tax software, practice management, and tools you already use.
Book a Demo
Truss works alongside the tools your firm already depends on. Connect your tax filing software, practice management platform, and payment processor so data flows between systems without manual re-entry or export headaches.
Connect contacts, entities, and work items. With Integrated Tasks: push engagement-letter completion, workpaper generation, review state, file uploads, and comments into Karbon work items in real time.
Outlook and Gmail plug-ins that allow users to create projects, request files, securely send files, directly within your email client.
Connect your firm's cloud storage once and Truss can read from it and write into it based on automations you control. Delivered returns land where the rest of the firm already expects to find them.
"Truss has genuinely revolutionized our workflow process."
Kyrsten Sherwood, Operations Manager
Sherwood & Co, PS
Truss works with UltraTax, CCH Axcess, CCH ProSystem fx, Lacerte, Drake, ProSeries, ProConnect, ATX, and GoSystem. If you use a different tool, reach out and we will work with you on compatibility.
Connect your Google Suite or Office 365 account and Truss sends emails directly from your address. Clients see your name and reply to your inbox — they never know a separate tool is involved. Every message is logged alongside the return for a complete communication history.
Absolutely. Truss is software-agnostic and supports multiple tax suites simultaneously. Whether your firm uses one product or several across different offices, Truss handles all of them in a single workflow.
See for yourself. Select a date below and schedule a meeting with a Truss Account Executive.