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Plays nice with your stack.

Connect Truss to the tax software, practice management, and tools you already use.

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Gmail & Google Calendar

Send from Gmail and pull client meetings onto the return timeline.

Office 365 Email & Calendar

Send from Outlook and keep review holds in sync with your calendar.

Karbon

Match Truss projects to Karbon work items and sync status both ways.

Typeform

Route Typeform responses into client intake and start an organizer from the answers.

QuickBooks

Sync Truss invoices and client payments into the firm's books, and connect each entity's books so prep pulls the trial balance.

Filed

Hand a return to Filed and get prepared workpapers back for review.

K1x

Extract every K-1 line automatically and drop the figures into the workpaper.

Works alongside your existing tax software:

Product names are trademarks of their respective owners. Truss is an independent company and is not affiliated with, sponsored by, endorsed by, or authorized by any of these vendors.

"It’s simple for clients to use and solved multiple issues for us, allowing us to reduce the number of softwares we were using."

Kristy Austin

Kristy Austin, Director of Operations

Chain Jones & Sudik PLLC

Frequently Asked Questions

Truss works with UltraTax CS, CCH Axcess, CCH ProSystem fx, Lacerte, Drake, ProSeries, ProConnect, ATX, and GoSystem Tax RS. 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.

Both. File sync, email, and calendar are per user, so each person connects their own account and can pick only one provider at a time in each category. Practice management, forms, and the firm's books are set once by a firm admin for everyone. QuickBooks also connects at the client-entity level, one connection per entity. Every connection is revocable and logged.

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