GetTruss is a cloud‑based tax workflow platform that consolidates client intake, workpaper generation, preparation, and delivery into a single interface. It automates document collection with AI‑driven checklists, creates searchable, annotated workpaper PDFs, and handles e‑signatures, payments, and secure client delivery, all while integrating with major tax software and maintaining SOC 2 Type II security.
Funding
$0 raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Tax firms often manage client intake, document handling, workpaper preparation, and final delivery using multiple disconnected tools, leading to manual file organization, duplicated data entry, and bottlenecks during peak filing seasons.
Solution
GetTruss provides an end‑to‑end, cloud‑based tax workflow platform that unifies intake, workpaper generation, preparation, and delivery within a single interface. Clients receive secure, zero‑login links and AI‑driven checklists that collect only the required documents, which are automatically converted to PDF, renamed, and split into appropriate files. The system builds combined, bookmarked workpaper PDFs in return order, allowing in‑browser annotation, tick‑marks, and audit‑logged actions. During peak periods, firms can route returns to AI‑assisted or U.S. expert prep with one‑click pricing, receiving review‑ready outputs that integrate directly with major tax software. Final delivery includes auto‑branded packets, built‑in e‑signatures, payment collection, and secure K‑1 distribution, all protected by SOC 2 Type II controls and AES‑256 encryption.
Target Audience
Primary users are CPA firms, tax departments, and accounting service providers that need a unified platform to manage client intake, workpaper preparation, and final delivery of tax returns.
Features
- AI‑generated client checklists that pull prior‑year data to request only necessary documents
- Automatic PDF conversion, smart renaming, and smart splitting of multi‑page uploads
- One‑click generation of combined, bookmarked workpaper packs with in‑browser annotation and audit logging
- Integrated e‑signature capture and Stripe payment processing within the delivery flow
- On‑demand prep routing to AI, assisted, or U.S. expert services with transparent per‑return pricing
- Seamless compatibility with major tax software (UltraTax, Axcess, Lacerte, Drake, ProSeries, CCH ProSystem fx, etc.)
- Built‑in security: SOC 2 Type II compliance, AES‑256 at rest, TLS in transit, role‑based access, and expiring magic‑link client sharing