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Ratings and Reviews 0 Ratings
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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 StanfordTax?
StanfordTax utilizes cutting-edge artificial intelligence to streamline the collection and organization of tax information for accounting firms. It effortlessly connects with prominent tax software platforms like CCH Axcess, ProSystem fx, UltraTax, Lacerte, ProSeries, Drake, and ProConnect, enabling the quick importation of previous year’s data for numerous clients. The system then formulates customized questionnaires for each individual client, integrating past year figures, document checklists, and asking only relevant questions while omitting unnecessary ones. Once clients submit their information and required documents, StanfordTax produces a detailed PDF workpaper that systematically organizes, bookmarks, and sequences the documents while structuring client responses with precision. It supports over 30 different document types, which include W-2 forms, assorted 1099s, and 1098s, ensuring comprehensive coverage of tax documentation needs. Additionally, to safeguard data security, we employ Advanced Encryption Standard (AES 256) for data encryption at rest and 256-bit SSL encryption for the protection of data in transit, thus preserving the confidentiality and integrity of client information. These sophisticated features not only streamline the workflow for accounting professionals but also significantly improve the overall experience for clients, fostering a more efficient and secure tax preparation process. Ultimately, StanfordTax stands out as a vital tool for modern accounting practices.
Integrations Supported
CCH ProSystem fx
Drake Tax
Intuit ProSeries Tax
Lacerte
ProConnect Tax
UltraTax CS
ATX
Axcess Merchant Services
Integrations Supported
CCH ProSystem fx
Drake Tax
Intuit ProSeries Tax
Lacerte
ProConnect Tax
UltraTax CS
CCH Axcess Tax
API Availability
API Availability
Pricing Information
Pricing not provided
Pricing Information
$18 per month
Free Version
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
Online Training
Company Facts
Organization Name
Truss
Date Founded
2022
Company Location
United States
Company Website
gettruss.io
Company Facts
Organization Name
StanfordTax
Date Founded
2021
Company Location
United States
Company Website
stanfordtax.com
Categories and Features
Categories and Features
AI Tax
Not specified
Corporate Tax
Not specified
Tax Compliance
Not specified
Tax Practice Management
Not specified