Truss
gettruss.ioTruss streamlines the way CPA firms and finance teams request, collect, and share documents with clients. With guided request flows, it helps standardize intake so clients know exactly what to provide and when, while keeping sharing secure and trackable. Truss is designed to reduce turnaround time for returns, audits, and onboarding by minimizing back-and-forth and incomplete submissions.
Premium integrations are customized to the individual needs of each customer. Contact us for pricing.