Truss – The Future of Client Collaboration for Tax Firms

Truss is a powerful client-collaboration platform purpose-built for accounting firms. We streamline every client engagement from start to finish—without logins, without passwords—just simple, secure, and seamless.

Specializing in tax workflow automation, Truss saves firms an average of 20–40 minutes per return by eliminating manual steps and removing client friction. From document requests to delivery, Truss automates and organizes the entire process so your team can focus on high-value work.

Hundreds of top accounting firms across the U.S. trust Truss to modernize their client experience while boosting efficiency. The results speak for themselves:

93% client adoption rate - more than double industry averages
95% satisfaction rate from firms' clients
Thousands of hours saved each tax season

Why Firms Choose Truss 

Effortless for Clients: No accounts to create, no passwords to reset—just a secure link that works every time. Built for Accountants: AI-powered checklists, automated reminders, document sorting, and instant assembly/delivery of returns.

Bank-Grade Security: SOC 2 Type II certified, 256-bit encryption, and a security-first architecture.

All-in-One Efficiency: Integrated e-signatures, payment links, recurring tasks, and storage with no limits.

More Capacity. Less Complexity.

Firms using Truss report faster turnaround times, reduced administrative work, and happier clients. By consolidating technology into one simple platform, Truss increases firm capacity without increasing headcount— helping you grow revenue, not workloads.

Exclusive CPAmerica Benefit

CPAmerica member firms receive a 7% discount on annual subscriptions.

Experience the Truss Difference 

See why Truss is the #1 platform for automating tax engagements and delivering a client experience your firm will be proud of.

Book Time with Truss