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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 Tax Maverick?
Tax Maverick is a cutting-edge platform that leverages artificial intelligence to improve tax planning and advisory services for accounting professionals, tax specialists, and firms looking to expand their services beyond basic tax compliance. By merging sophisticated AI analytics with structured workflows, it supports the generation of proposals, management of client relationships, and detailed reporting, all designed to maximize tax savings for clients while allowing firms to enhance their advisory capabilities seamlessly. This comprehensive method not only simplifies procedures but also empowers professionals to provide more valuable services, ultimately benefiting their customers and enhancing overall client satisfaction. Moreover, the innovative features of the platform help firms stay competitive in a rapidly evolving tax landscape.
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
$297
Free Trial Offered?
Supported Platforms
SaaS
Supported Platforms
SaaS
Customer Service / Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Online Training
Training Options
Online Training
Company Facts
Organization Name
Truss
Date Founded
2022
Company Location
United States
Company Website
gettruss.io
Company Facts
Organization Name
Tax Maverick
Date Founded
2024
Company Location
Unites States
Company Website
taxmaverick.ai/
Categories and Features
Categories and Features
AI Tax
Not specified
Tax Compliance
Not specified