Workiva is where finance, audit, risk, and sustainability teams assemble reports they have to defend. You link a number once across a spreadsheet, a narrative, and a presentation, so a change is not retyped. The finance list on the site includes annual and interim reporting, SEC reporting, multi-entity financial reporting, and internal management reporting. Risk covers controls, SOX, policies, and IT compliance. Sustainability covers carbon data and disclosure reports. The SEC page names 10-K, 10-Q, 8-K, proxies, XBRL tagging, and filing through EDGAR Next.

It does not replace QuickBooks Online, and it does not close the books. You still record transactions and lock the period in the ledger or ERP. A QuickBooks connector exists, and it is a premium Wdata chain for pulling data into reports. It is not the bank feed, the chart of accounts, or the close checklist. FloQast and Numeric, already in this directory, are built for the close. Fathom is the lighter management-report layer on QuickBooks Online or Xero.

Companies buy Workiva when a filed report, a control narrative, or a sustainability disclosure has to stay tied to the same figures, with versions, permissions, and an audit trail. The buyer is a controller, an SEC reporting lead, or a similar owner. Staff accountants and control owners live in the documents. A shop that only needs the QuickBooks Online profit and loss does not need this.

The pricing page says every plan includes data linking across documents, spreadsheets, and presentations, plus comments, review, version history, and blackline. Change the source number once. The SEC page describes the same link from source data into filings, board decks, and related narratives.

Link a figure across the reporting set

The SEC reporting page names Forms 10-K, 10-Q, 8-K, 20-F, 40-F, proxies, registration statements, and Section 16 filings, plus XBRL and iXBRL tagging with a roll-forward of prior tags. It says you can file from Workiva through the EDGAR Next dashboard. The page also says the platform supports more than 350 SEC form types.

Prepare SEC filings and submit to EDGAR

The same SEC page says control documentation and testing can be linked to the filing, with role-based access for contributors and external auditors. Risk on the homepage covers controls, audit management, SOX, policies, and IT risk. This is control evidence beside the report, not the close checklist in the ERP.

Tie SOX testing to the filing

The homepage lists carbon accounting, sustainability program management, framework mapping, and disclosure reports. That carbon work is greenhouse-gas data for a sustainability report. It is not inventory costing and it does not replace the ledger.

Collect sustainability and carbon figures

The pricing page says every plan includes 70+ connectors and names Oracle, Salesforce, Workday, and BlackLine, plus open APIs. QuickBooks is a separate marketplace connector marked premium. It requires Wdata. The support article updated July 1, 2026 documents an Export to CSV command from QuickBooks Online. The marketplace page also says the connector can import or export. Neither page makes Workiva the ledger.

Pull source data through connectors

Workiva links SEC, financial, SOX, and sustainability reports. Quote-only, unlimited seats. The ledger stays in QuickBooks or an ERP.

Workiva Review: SEC Reporting, Not the Ledger

Workiva

Custom

Truss at gettruss.io is tax workflow software for accounting firms, from the organizer through delivery. Staff send a zero-login link and a checklist built from prior-year data. Photos convert to PDF, get renamed, and can be split. One click builds a bookmarked workpaper in return order, with tick marks, stamps, and a 10-key tape in the browser. Delivery asks the client to review, e-sign, see estimates, receive K-1s, and pay. Stripe Checkout can take a card or ACH on that link, and you can hold the PDF until they pay. A Windows app sends a file in from the tax software with a right-click. The phone app, on iOS and Android, scans paper onto a project QR code.

It sits beside the tax software. It works with UltraTax CS, CCH Axcess, CCH ProSystem fx, Lacerte, Drake, ProSeries, ProConnect, ATX, and GoSystem Tax RS. It is not the ledger. QuickBooks is there for firm invoices, client payments, and a trial balance on each entity. The product says QuickBooks, not Online versus Desktop, and Xero is not included. StanfordTax is the organizer and binder, without the Windows assembly app or Stripe at delivery. Soraban documents field-level entry into the tax software. TaxDome is the practice suite if the organizer is only one piece of how the firm runs.

Firms stick when the organizer, the binder, the signature, and the invoice were four products. Optional AI prep routes a 1040, described as L-0 to L-2, to Filed, Byron, or Magnetic and returns it to the tax software for review. Truss says that prep stays in the United States, so a section 7216 offshore consent is not required for that work. GruntWorx and K1x are optional extraction paths. Someone at the firm still reviews before the return goes out.

AI checklists use prior-year data so the client is not asked for everything. Questionnaire answers update the checklist. Engagement letters can go out in bulk with merged fields. Clients open an expiring magic link. They do not need a portal password. Uploads of JPG, PNG, and HEIC convert to PDF, then smart rename and smart split tidy the file.

Checklist from last year's return

Instant Workpaper builds a combined, bookmarked PDF in return order. Reviewers use tick marks, stamps, notes, and a 10-key tape in the browser. The audit log records who did what. Multi-layer sign-off is three stages in the same workspace. The homepage lists this review across UltraTax CS, CCH Axcess, Lacerte, Drake, ProSeries, CCH ProSystem fx, ATX, and GoSystem Tax RS.

One bookmarked workpaper

Delivery covers review, e-sign, estimated payments, K-1 distribution, and the invoice in one client experience. Return types named on the homepage include 1040, 1120-S, 1120, 1065, 1041, 990, 706, and 709. Stripe Checkout takes card or ACH. You can pass the convenience fee through or absorb it, mark a check as paid, and block the download until payment clears.

Sign, K-1s, and Stripe payment

The desktop app is Windows only. Right-click Send to Truss, or print from the tax software and send the file, and assembly starts: outlines, K-1 splits, and client packets. Files open back in Excel or Adobe and save into Truss. The iOS and Android app scans paper to a project QR code and does not keep firm credentials on the phone. The web app still does review and delivery.

Windows send and phone scan

AI Prep routes L-0 to L-2 individual returns to Filed, Byron, or Magnetic. Truss says the return comes back review-ready in your tax software, prep stays in the US, and a section 7216 offshore consent is not required. You see a price before you send the return. That price is not published on the site. GruntWorx OCR and K1x extraction are separate paths on the same page.

Domestic 1040 prep when the week spikes

Truss (gettruss.io) runs tax organizers, binders, e-sign, and Stripe payment for firms. Windows and phone apps. No public subscription price.

Truss Review: Tax Organizers, Binders, and Delivery

Truss

Platform quote

AI prep, priced per return in the product

TaxGPT at taxgpt.com is the research and review product for accountants, enrolled agents, and tax attorneys. You ask a federal, state, local, or Canadian question and get an answer cited to the Code, regulations, IRS or CRA material, and cases. You upload a return or notice as a PDF or image and ask about that client's facts. Writer drafts a memo, an IRS or CRA notice reply, or a client email. Agent Andrew reviews a prepared 1040, 1041, 1065, 1120, or 1120-S and marks mismatches to source documents, missed items, and items already cleared. Client Intelligence keeps entities and prior filings on the profile so the next question is about that client. The same company also offers a separate free research plan for individual taxpayers. The firm product is Pro, Pro Plus, and Enterprise.

Avalara, TaxJar, Anrok, and Vertex calculate transaction tax. Canopy is practice management. Those tools do not answer a cited research question. On Pro Plus and Enterprise, Cowork adds agents that prepare a return inside Drake, ProConnect, UltraTax, CCH Axcess, or Lacerte, plus a bookkeeping workflow the site says runs in the client's existing accounting software. The pages opened do not name QuickBooks Online or Xero. The FAQ says Cowork is for US firms. A person still reviews the flags and signs the return.

Firms keep it when research, the memo, and a first-pass return review need to sit on the client profile, and when prep should stay inside the tax software they already license. The FAQ says TaxGPT is an aid: you still check the primary source before you rely on an answer.

Ask in plain language. Answers are cited to government sources: US federal, states, and territories, plus Canadian federal and provincial material including the CRA. Matrix, described on the product overview, turns one multi-state question into a cited table. The FAQ says coverage is the United States and Canada, plus treaties that involve the US or Canada. Import for a client file is PDF and image only.

Ask a cited federal, state, or Canadian question

Writer drafts client emails, tax memos, IRS and CRA notice responses, and engagement letters from the research thread and the client profile. You still edit and send. This is listed on Pro.

Draft the memo or the notice reply

Upload a prepared 1040, 1041, 1065, 1120, or 1120-S. Andrew returns a downloadable report. Red flags are mismatches to source documents such as W-2s and 1099s. Green flags are possible missed deductions. Cleared flags are items already resolved. The FAQ says this automates up to 90 percent of review and is still not a substitute for the reviewer's judgment. Included on Pro.

Review the return with Agent Andrew

Client Intelligence stores returns, entities, filing history, and prior research so the next answer uses that client. Enterprise lists unlimited Client Intelligence entities. Pro and Pro Plus do not publish an entity cap on the pricing page.

Keep the client on one profile

Pro Plus adds Cowork and the tax preparation agent. The pricing FAQ says agents work inside Drake, ProConnect, UltraTax, CCH Axcess, and Lacerte, and pull documents from Google Drive, Dropbox, OneDrive, SharePoint, SafeSend, and SmartVault. Named workflows include 1040, 1065, 1120, and 1120-S prep, extensions, amended returns, R&D credit studies, and bookkeeping. The accounting system for bookkeeping is not named. Cowork is US firms only.

Prepare inside the tax software on Pro Plus

TaxGPT is cited tax research and return review for CPA firms. Firm plans are quote-only. A separate free plan exists for individuals.

Bookkeeping and accounting software

Workiva

Truss

TaxGPT