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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 ProConnect Tax?
By utilizing professional tax software that is accessible via your web browser, you can leverage the expertise of Intuit. Find out why Intuit ProConnect Tax is renowned as the top cloud-based professional tax software solution. Experience an array of productivity tools and robust diagnostics that have been refined over four decades, now enhanced by the convenience of cloud technology. This software seamlessly integrates with your established processes, synchronizes with QuickBooks, and evolves alongside your practice's growth. You can have peace of mind knowing that your data is safeguarded by Intuit's dedicated security team, alongside advanced security measures, continuous monitoring, and other protective features. Gain access to a comprehensive library of over 5,700 forms designed for various tax returns including 1040, 1041, 1065, 1120S, 709, and 990. With an impressive capacity for over 20,000 automated calculations, you can confidently navigate even the most challenging tax scenarios. Furthermore, with more than 21,000 diagnostics and suggestions available, you can effectively avoid e-file rejections and ensure that no deductions are overlooked, enhancing your overall tax preparation experience. The combination of these features makes Intuit ProConnect Tax a vital tool for tax professionals aiming for efficiency and accuracy.
Integrations Supported
ATX
Axcess Merchant Services
CCH ProSystem fx
Drake Tax
Intuit ProSeries Tax
Lacerte
ProConnect Tax
Integrations Supported
EasyACCT
Ignition
Intuit Practice Management
API Availability
API Availability
Pricing Information
Pricing not provided
Pricing Information
$47.18 per return
Supported Platforms
SaaS
Supported Platforms
SaaS
Customer Service / Support
24 Hour Support
Web-Based Support
Customer Service / Support
Not specified
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
Intuit
Date Founded
1983
Company Location
United States
Company Website
proconnect.intuit.com/proseries/
Categories and Features
Categories and Features
Corporate Tax
Not specified
Tax Planning
Not specified
Tax Practice Management
Client Portal
Tax Filing
Tax Forms