I almost never write reviews, but I feel like I needed to write this one after using it this last tax season. Truss is optimized for cell phone use without downloading an app and creates an easy collection process for the clients. Tasks (document requests and such) and worksheets are created based on the prior year return, and the questionnaire can create tasks based on responses. The return delivery is also an improvement from our original process as we upload a single return PDF and Truss parses it up into tasks (pay this tax owed, make this estimated tax payment, pay this invoice, exc) which help keep clients on task for what needs to be done after the return is delivered. It can also assemble local returns that need to be mailed in and can't be e-filed so the client can print and mail them in. I think my favorite feature is the workpaper mode. It automatically turns the questionnaire, worksheets, uploads, and client comments into a single organized PDF that can be marked up in the software. There is a panel on the left that shows the different sections (ABC W-2. XYZ Schedule C) that has multi level review check-offs and flagging. There is also a calculator tape feature. Overall it replaced Grunt Worx and Tic Tie Calculate. The owners are responsive to feedback and I've seen a few of my ideas impact software updates.

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.

Communicating missing information with my clients.