It is simple for clients to use and we save time on each job.

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.

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!