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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 TaxProof?
TaxProof is an online platform tailored for both individuals and businesses navigating the complexities of tax and accounting. This cutting-edge tool streamlines the tax accounting workflow for organizations, regardless of their size, ranging from small startups to expansive corporations. By automating repetitive tasks like data collection and footnote generation, it frees users to focus on more meaningful Tax Data Analysis. The user-friendly interface is designed to showcase only critical information, minimizing distractions and enhancing concentration on tax reporting tasks. Furthermore, it boasts flexible support and comprehensive audit trail functions that monitor user activities and aid in improving strategies. In contrast, the traditional method of handling tax reports through Excel can be quite labor-intensive, as complex spreadsheets often lead to confusion and wasted time. Consequently, TaxProof emerges as a superior and more efficient choice for addressing tax accounting needs, enabling users to navigate their obligations with greater ease and accuracy. This innovative solution ultimately empowers users to approach their financial responsibilities with confidence and clarity.
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
€350 per entity per year
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
Documentation Hub
Company Facts
Organization Name
Truss
Date Founded
2022
Company Location
United States
Company Website
gettruss.io
Company Facts
Organization Name
TaxModel
Company Location
Netherlands
Company Website
tax-model.com/solutions/taxproof/
Categories and Features
Categories and Features
Tax Practice Management
Not specified