Ease of use, since we were able to get started quickly and begin using it right away. It integrated nicely with Drake. Excellent support.

I like that Truss is full of features, but it's also not overwhelming. I value that it's connected to my email, allowing me to send information request lists and deliver tax returns very seamlessly. The integration with Drake Tech software is a large help, and I'm really pleased that the initial setup was very easy.

I started using Truss in Dec 2024 / Jan 2025, right before I started my tax season. I had been using another client portal - document management system but it wasn't great. My clients did not like it, it wasn't very user friendly for permissions and just did not meet my needs. Once I did the Truss demo, I realized that this program was all the things I needed that I did not even realized I needed. I am a solo practice and all the other programs were just too much for me. I needed to keep track of projects but I did not need the internal communicates or the set up others had. This was just perfect for me. I had wanted to automate a lot of my processes but didn't know how to do so. Truss has already figured it out. The group at Truss are so easy to work with. You mention an issue on Tuesday and by Friday, they have rolled out a solution. I LOVED Dan's webinars in Jan / Feb. I have been told they will have more this summer / fall and I can't wait. I plan on using my training days to get better acquainted with the system and be so much more efficient for the 2025 tax season.