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11 Truss Reviews
Overall Review Sentiment for Truss
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For my job I am in and out of complicated tax return documents all day. I have some that are over 3000 pages. I use truss all day every day now. Truss has helped me with sorting, and sending all these complicated documents to our clients while also making it easy to understand and easy to access. It also reduced task times from 30min to several hours, down to 5 minutes or less. It's user friendly, easy to navigate. It has changed my workday for the better. I cannot imgaine going back to what my work day used to be like.
Another thing to note is Truss Customer support. Whenever I experience an issue they are quick to get back to me and find me a solution. Response times are crazy fast and always so friendly and helpful. Review collected by and hosted on G2.com.
It is hard to find things that I dont like about trust because whenever something doesn't work like its supposed to, their team fixes it fast! can't really complain. Every issue or complaint I came across was met with an "I am so sorry about that. Let me fix that for you really fast" and boom issue was fixed. Truss is truly amazing! So blessed to have it! Review collected by and hosted on G2.com.
TRUSS is incredibly user-friendly which makes it easy for our team to learn and use. It has boosted our productivity by automating routine tasks and requests. It is reliable and customer support is always quick to respond. It is easy to communicate with the TRUSS team and they listen to our wants, customizing things to make our processes easier. Review collected by and hosted on G2.com.
I don't really have anything negative to say about TRUSS. I think the only thing I would say is I wished some of my clients would be better at navigating through it. i.e. Some are not as tech savvy or would rather not electronically sign a document this way but it isn't TRUSS that is the problem. Review collected by and hosted on G2.com.
Their founder, Dan, is great to work with. He genuinely cares about you, your business and how Truss can help.
I love that Truss makes it quick and easy for my clients to get me information (no more portals and logins and confusing things holding clients up). Just a simple button in my email signature allows them to send documents securely to me.
Being able to add Truss links directly to my emails in Gmail makes my processes of requesting info from clients seemless.
Also, they integrate directly to Google Drive so the files uploaded by clients can go directly to my Google Drive Files, saving me time.
The team is very responsive and takes your requests for additions to the software seriously. They constantly make useful updates to their systems.
Esignatures are breeze!
Lastly, Truss utilizes AI to make things tidy and efficient for me!
LOVE IT! Review collected by and hosted on G2.com.
There really isn't anything I don't like about Truss. There are a few features that I don't use because they don't apply to the type of work I do, but there's really nothing I dislike. Review collected by and hosted on G2.com.
Truss is a great product that will help Accountant's to send and receive information from clients. With the integration of Outlook it is our most valuable tool to gather client information. The eSignature feature and AI assistance are added bonuses. I would highly recommend this product to any size Accounting Firm. Review collected by and hosted on G2.com.
We have not really found a downside to Truss. Everything has been easy to use and they have fantastic support. It took no time to implement and we use it everyday. Review collected by and hosted on G2.com.
Our firm has been using Truss since the early days of the program and it has been the easiest file sharing software that we have ever implemented in our office. It truly has been inspiring to see the development progress go from good to better to even better (they may even be the best now). Their customer service is top-notch and they are very solution oriented people who are efficient. One our favorite things about Truss is the fact that our clients aren't required to have a login that our firm has to be responsible for. The upload and download process is super easy, even for our older clients. We really appreciate the ability to download our client files in one combined PDF or via zip file depending on the need. The email integration has by far been the easiest way to help our "not as tech savvy" staff members file share efficiently and effectively without running into as many hiccups or user error issues. We use it just about daily and for a variety of purposes within our practice that aren't just related to taxes. Review collected by and hosted on G2.com.
One downside is not being able to delete a project button within your email, if you are using the integration. It rarely is a big issue for us, but is mostly an issue if we make an error. I would like a video that I could go back on reference for new updates or how to use the program. Review collected by and hosted on G2.com.
It has always been challenging to send and receive client documents with proprietary information. The RIAs I work with usually have some system that meets compliance but is awkward and bulky to use and not at all client-friendly. I am able to send requests, forms, and information through Truss. My clients are easily able to respond. .It's one of those things. I'm not a techy. I am mesmerized when I think about the zeros and ones to get this to work the way it does. I am always finding new ways to integrate and use Truss. I accidently and inadvertently found it and I am so grateful that I have access to this. Review collected by and hosted on G2.com.
This is a love/hate kind of thing. They are constantly updating and innovating- which is something I love about Dan and Truss, but this presents me with an ongoing and formidable learning experience. The support team has always walked me through any questions or concerns. Once I have figured something out, I find so many uses for whatever they have updated or added.' It is very satisfying. Review collected by and hosted on G2.com.
I love how this product is so easy to use on not only our end, but also on the client side. Clients have consistency commented on how much better they enjoy the annual tax filing process since we have implemented Truss! Clients receive a clear checklist of what we need to complete their tax filings, significnatly decreasing the items we receive via email or the emails asking "is my tax return ready yet?"
Support for the product is top-notch, and features continuously roll out. It was very easy to implement in our organization and obtain adoption from clients. We have found even more ways to use Truss on a daily basis. Review collected by and hosted on G2.com.
There is nothing not to like. The product is continuously improving every week, only making my job easier. Review collected by and hosted on G2.com.
It does what I need it to and the team over at Truss are absolutly great to work with. Top notch customer support and they are flexible with what I need. I find myself using Truss every day. Review collected by and hosted on G2.com.
It doesnt interact directly with my tax software and therefor there is a little extra work on my end. Review collected by and hosted on G2.com.
Truss is value added tech for our firm. Its intuitive and user-friendly interface makes it incredibly easy for both our team and clients to navigate. The platform streamlines our workflows, allowing for easier client interactions and secure document management. Their support team has been exceptional - consistently responsive and very knowledgeable. Highly recommend! Review collected by and hosted on G2.com.
There is nothing to dislike. This product is fantastic! Review collected by and hosted on G2.com.
