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Plays nice with your stack.

Connect Truss to the tax software, practice management, and tools you already use.

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Office 365 Email & Calendar

Send from Outlook and keep review holds in sync with your calendar.

Gmail & Google Calendar

Send from Gmail and pull client meetings onto the return timeline.

Client Intelligence

Powered by Ping. Turn client meetings and email into insight while Truss holds the documents and the workflow.

Karbon

Match Truss projects to Karbon work items and sync status both ways.

Verito

Cloud hosting for tax software. Verito-hosted firms run Truss right beside Drake, UltraTax and the rest.

Zapier

Use your firm's API key to push contacts, tasks and projects out to thousands of other apps.

Typeform

Route Typeform responses into client intake and start an organizer from the answers.

QuickBooks

Sync Truss invoices and client payments into the firm's books, and connect each entity's books so prep pulls the trial balance.

Stripe

Onboard with Stripe Connect and let clients pay invoice tasks by card or ACH, with Terminal readers for in person.

Byron

Fixed-price AI prep. Submit a client and review the finished return in your firm's Byron workspace.

Filed

Hand a return to Filed and get prepared workpapers back for review.

Magnetic

Outsourced prep. Upload the client's documents, submit, and collect the finished output within a few business days.

K1x

Extract every K-1 line automatically and drop the figures into the workpaper.

GruntWorx

OCR prep. Send source documents for scan and extract, and carry the results into your tax software.

Works alongside your existing tax software:

Product names are trademarks of their respective owners. Truss is an independent company and is not affiliated with, sponsored by, endorsed by, or authorized by any of these vendors.

"It’s simple for clients to use and solved multiple issues for us, allowing us to reduce the number of softwares we were using."

Kristy Austin

Kristy Austin, Director of Operations

Chain Jones & Sudik PLLC

Frequently Asked Questions

Truss works with UltraTax CS, CCH Axcess, CCH ProSystem fx, Lacerte, Drake, ProSeries, ProConnect, ATX, and GoSystem Tax RS. If you use a different tool, reach out and we will work with you on compatibility.

Connect your Office 365 or Google Suite account and Truss sends emails directly from your address. Clients see your name and reply to your inbox — they never know a separate tool is involved. Every message is logged alongside the return for a complete communication history.

Absolutely. Truss is software-agnostic and supports multiple tax suites simultaneously. Whether your firm uses one product or several across different offices, Truss handles all of them in a single workflow.

Both. File sync, email, and calendar are per user, so each person connects their own account and can pick only one provider at a time in each category. Practice management, forms, and the firm's books are set once by a firm admin for everyone. QuickBooks also connects at the client-entity level, one connection per entity. Every connection is revocable and logged.

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