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Truss

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15 reviews
  • 1 profiles
  • 2 categories
Average star rating
5.0
Serving customers since
2022
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Truss Reviews

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Derek B.
DB
Derek B.
09/27/2024
Validated Reviewer
Verified Current User
Review source: Organic

Great Experience and Great Team

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.
Amy W.
AW
Amy W.
09/26/2024
Validated Reviewer
Verified Current User
Review source: Organic

Instant Efficiency + Better Client Experience

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!
CS
Caitlyn S.
09/26/2024
Validated Reviewer
Review source: Organic

Truss is user friendly for all ages and it just keeps getting better

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.

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HQ Location:
Rancho Cucamonga, US

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What is Truss?

Insanely simple tax document collection. Truss is an "un-portal" designed for your clients that hate tech.Most Tax Clients hate portals. Instead, they revert to sending items over email and text message - leaving you scrambling. Truss is usable by all your clients. High adoption rates = Uniform processes = Scalable processes.

Details

Year Founded
2022
Website
gettruss.io