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What is Truss?

Truss is an automated platform meticulously crafted for tax professionals, enhancing the workflow related to tax documentation. It encompasses the full document lifecycle by facilitating secure requests, organization, annotation, delivery, and efficient storage of client files. The platform utilizes AI-driven, customized checklists derived from tax preparation software to ensure that clients receive only pertinent requests; it automatically categorizes and renames client-uploaded files, transforms various image formats into PDFs suitable for tax preparation, and offers e-signature support for added convenience. Furthermore, Truss sends out automated reminders to clients and enables easy uploads without the need for account registration. It integrates smoothly with widely-used tax preparation software such as Axcess, Ultratax, Drake, ProSystemFX, ProConnect, ProSeries, Lacerte, and ATX to improve overall usability. With a strong focus on security, Truss upholds SOC 2 certification and incorporates AES-256 and Bcrypt encryption, conforms to OWASP-style standards, and ensures that client data is never used for training any large-scale models. In addition to its robust security measures, Truss's dedication to streamlining processes makes it an essential tool for tax professionals aiming to enhance their operational efficiency. This unique combination of features positions Truss as a leader in the realm of tax documentation management.

What is Black Ore Tax Autopilot?

Black Ore's Tax Autopilot is the pioneering AI-powered platform tailored specifically for CPAs, revolutionizing the tax preparation process. By offering automated features for 1040 tax preparation, it enables accounting professionals to focus on business growth instead of being overwhelmed by monotonous tasks. This cutting-edge solution reduces employee burdens and alleviates stress through efficient automation. With the support of AI, tax preparation is expedited and becomes more accurate, empowering firms to handle a larger client base while simultaneously allowing for valuable time to be dedicated to advisory and marketing initiatives. Black Ore's Tax Autopilot transforms tax compliance into a strategic pathway for enhanced profitability and growth for CPAs. Its functionalities, including self-sufficient data classification, organization, and binder generation, significantly improve process efficiency. Moreover, it offers insights driven by AI and machine learning, seamlessly integrates with tax software, and maintains exceptional security standards and certifications. Accounting firms, regardless of their size, can effectively tackle capacity challenges with Black Ore's Tax Autopilot, leading to improved profit margins through this enterprise-ready solution. Additionally, it boosts productivity and reduces the time managers spend on reviews, enabling them to concentrate on more strategic responsibilities. The adoption of such advanced technology not only promotes firm growth but also equips them to adapt to the evolving demands of the marketplace, ensuring they remain competitive in the future.

Media

Media

Integrations Supported

ATX
Axcess Merchant Services
CCH ProSystem fx
Drake Tax
Intuit ProSeries Tax
Lacerte
ProConnect Tax
UltraTax CS

Integrations Supported

ATX
Axcess Merchant Services
CCH ProSystem fx
Drake Tax
Intuit ProSeries Tax
Lacerte
ProConnect Tax
UltraTax CS

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Truss

Date Founded

2022

Company Location

United States

Company Website

gettruss.io

Company Facts

Organization Name

Black Ore

Company Location

United States

Company Website

www.blackore.ai/

Categories and Features

Corporate Tax

Compliance Management
Data Import / Export
Data Verification
Electronic Filing
Exception Notification
For Nonprofits
For Partnerships
K-1 Reporting
Payroll & Employer Forms
Status Tracking
Tax Planning

Tax Practice Management

Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management

Categories and Features

Tax Practice Management

Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management

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