Truss
Back office
- Still using at 12 months
- Not enough data yet. Join the panel
- Starting price
- Not published. Fill this in
- Owned by
- Not yet researched
Tax workflow platform for accounting and CPA firms that organizes client intake, workpapers, AI preparation, return delivery, payment, and e-signature workflows.
Add it to your stack and it counts toward the retention number on this page. Keep adding as you read. The account comes at the end, when you save. Your name is never attached to a published figure.
Fewer than five panel members have reported what they used before Truss or what they moved to after. Nothing publishes below five. Put your stack on the record and the count moves.
- Category
- Back office
- HQ
- Claremont, California, United States
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Not yet researched.
Not yet researched.
Truss combines tax-workflow modules with Max AI features for checklist generation, document processing, and extraction. The reviewed official sources did not publish a general human-review requirement for AI outputs.
- Engineering team
- Not stated
- Months in market
- Not stated
- Public security page
- Yes
- SOC 2
- None stated
- Public API
- None
- Published docs
- No
- Data export
- None
- Status page
- No
- Support
- No phone · Public site describes account-executive support and direct ticket communication with U.S.-based preparers; no general uptime SLA percentage was located.
- Funding stage
- Not stated
- Named leadership
- No
Checkable facts only, each dated. DIALED does not rate these. Read them and decide.
Modules the vendor lists
- intake
- workpapers
- AI preparation
- delivery
- payment and invoicing
- e-sign
- drive
- secure file sharing
- Max AI
Product page ↗ · 2026-08-12
- karbonAdvertised by vendorTwo-way · engagement completion, workpaper generation, review state, file uploads, comments · included
- stripeAdvertised by vendorNot stated · invoices, card payments, ACH payments · included
No verified reports on Truss yet.