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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 Corows?

Simplify the development and maintenance of your data connectors, enabling your team to focus on addressing specific client needs while we take care of the other aspects. With Corows' user-friendly drag-and-drop interface, converting your data operation needs into a customized function for your data pipeline is a hassle-free endeavor. Once you've crafted your function, it can be easily published in your workspace, adjusted as necessary, and utilized in various contexts, promoting an efficient strategy for overseeing your data processes. By implementing powerful automation solutions, you can enhance the experience for both your clients and your team. We're excited to discover new use cases with you, so don't hesitate to reach out and embark on your first automation journey at no cost! Improve your data operations and reach new heights while receiving on-site assistance to effectively manage your organizational duties. At Corows, we are committed to fostering a collaborative atmosphere for all data users, regardless of their technical background. This inclusive mindset ensures that everyone can participate actively in data-driven solutions, leading to more innovative and effective outcomes. Additionally, this approach can empower users to harness the full potential of their data capabilities.

Media

Media

Integrations Supported

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

Integrations Supported

Facebook
Google Ads
Google Analytics
Google Data Studio
Google Search Console
Google Sheets
LinkedIn
TikTok

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

$29 per month
Free Version
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

24 Hour Support
Web-Based Support

Customer Service / Support

24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub

Company Facts

Organization Name

Truss

Date Founded

2022

Company Location

United States

Company Website

gettruss.io

Company Facts

Organization Name

Corows

Date Founded

2022

Company Location

Portugal

Company Website

www.corows.io

Categories and Features

AI Tax

Not specified

Corporate Tax

Not specified

Categories and Features

Business Intelligence

Not specified

Data Management

Not specified

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