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

Soraban is tax-season workflow for an accounting firm. Collect sends one link, reminds the client about missing W-2s, 1099s, and K-1s, and files what arrives. Prepare builds the binder and a leadsheet with each number tied to the source page, and it can draft a return from the prior year plus those documents. Connect posts extracted fields into UltraTax, Lacerte, Drake, or CCH Axcess. ProConnect is marked coming soon. Deliver sends the package, collects an IRS 8879 e-signature, and tracks signature and payment. The client does not install an app. Staff still review and sign off.

It does not replace the tax software. QuickBooks and Xero are not part of the documented stack. StanfordTax also builds the organizer and the binder, then delivers the return. Truss adds a Windows desktop app, a phone scanner, and optional domestic AI prep that lands back in the tax software. TaxDome is the wider practice system if the firm wants one place for tasks, the portal, and billing. Soraban's integrations page also names Karbon, SharePoint, RightWorks, and Zapier.

Firms stick when the same PDF was downloaded, renamed, keyed, and chased in separate tools. The about page describes one path: collect, organize, push into the tax software, package the 8879, and follow up. Preparers open a populated return and a cited workpaper instead of a blank input screen. You still own the judgment calls and the e-file in the tax software.

Collect sends a guided request. The client uploads from a phone or a desktop browser without installing an app or resetting last year's password. Reminders go out for what is still missing. Incoming W-2s, 1099s, and K-1s are sorted and named. The about page says a client can be onboarded from one link.

One link for source documents

Prepare builds the binder in the firm's folder structure when the upload finishes. Each leadsheet value is linked to the source page. A draft return can be built from the prior-year return and the new documents, with notes tied back to the source. A workspace assistant answers questions from that client's documents. Preparers correct and sign off. They do not start from a pile of unnamed PDFs.

Binder and a cited leadsheet

Connect maps extracted values to form lines and posts them into UltraTax, Lacerte, Drake, or CCH Axcess. The connect page says this is not a CSV the staff retypes. ProConnect is labeled soon, not live. Ambiguous fields are flagged for review. Staff still approve what landed.

Fields pushed into the tax software

Deliver assembles the return package and collects an IRS 8879 signature in the same client flow. The homepage says signature collection meets NIST IAL2 identity checks. Status covers sent, opened, signed, and paid. Follow-up runs when the client stalls. A payment step is described. The processor is not named.

8879, status, and follow-up

The integrations page lists Karbon for practice management, SharePoint for documents, RightWorks for hosting, and Zapier or an API for anything else. You do not have to move the firm's task system to use intake and data entry. Custom partner requests get a reply-time claim of two business days.

Leave Karbon and SharePoint in place

Soraban collects tax docs, builds a binder, and posts fields into UltraTax, Lacerte, Drake, or CCH Axcess. The price is not published.

Soraban Review: Tax Intake, Workpapers, and Data Entry

Soraban

Firm quote

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