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

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AI prep, priced per return in the product

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