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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 Copilot Gestoria?
Copilot Gestoria is a cutting-edge SaaS solution driven by AI, specifically designed for accounting and tax advisory firms in Spain, commonly referred to as gestorÃas. Utilizing a sophisticated multi-agent system that incorporates advanced AI technologies such as Claude and Gemini, the platform automates around 85% of repetitive tasks, greatly improving efficiency.
Among its standout features are:
- Document Agent: Implements OCR technology using Azure Document Intelligence to adhere to VeriFactu regulations (Orden HAC/1177/2024).
- Tax Agent: Automatically generates various tax models, including 100, 111, 130, 190, 303, and 390, ready for submission to the AEAT.
- Compliance Agent: Ensures real-time validation of fiscal documents before they are sent to the AEAT, while also conducting GDPR compliance evaluations.
- Reconciliation Agent: Provides services for matching bank statements, monitoring overdue payments, and predicting cash flow for the next 90 days.
- Client Agent: Delivers a round-the-clock AI chat support system for clients, utilizing a hybrid semantic search covering over 100 common inquiries.
- Labor Agent: Effectively oversees payroll and employment contracts, providing a smooth user experience. In summary, Copilot Gestoria not only boosts productivity but also enhances compliance and operational efficiency for Spanish gestorÃas, making it an indispensable tool in the industry.
Media
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Integrations Supported
ATX
Axcess Merchant Services
CCH ProSystem fx
Drake Tax
Intuit ProSeries Tax
Lacerte
ProConnect Tax
UltraTax CS
Integrations Supported
API Availability
API Availability
Pricing Information
Pricing not provided
Pricing Information
€9/month
Free Trial Offered?
Supported Platforms
SaaS
Supported Platforms
SaaS
Customer Service / Support
24 Hour Support
Web-Based Support
Customer Service / Support
Web-Based Support
Training Options
Documentation Hub
Online Training
Training Options
Not specified
Company Facts
Organization Name
Truss
Date Founded
2022
Company Location
United States
Company Website
gettruss.io
Company Facts
Organization Name
Copilot Gestoria
Date Founded
2024
Company Location
Spain
Company Website
copilotgestoria.com
Categories and Features
Categories and Features
AI Tax
Not specified