Truss

About Truss

Truss provides a document collection platform that utilizes AI to create client-specific checklists and automate file sorting, renaming, and reminders, ensuring secure and organized document management for tax professionals. This solution addresses the chaos of unstructured document submissions, significantly reducing time spent on client follow-ups and file organization.

```xml <problem> Tax professionals often struggle with disorganized client document submissions received through various channels like email and messaging apps. This unstructured format leads to time-consuming manual sorting, renaming, and follow-ups, increasing the risk of missed documents and delayed filings. </problem> <solution> Truss is an AI-powered document collection and management platform designed to streamline the process of requesting, organizing, and delivering client documents for tax professionals. The platform automates client-specific checklist creation based on data from tax preparation software, ensuring that only necessary documents are requested. Truss also automates file sorting and renaming using AI, reducing manual effort and improving organization. The platform offers a secure, login-free client portal, automated reminders, and integrations with tools like Outlook, Gmail, Zapier, Google Drive, and OneDrive to further enhance efficiency. </solution> <features> - AI-powered creation of client-specific document checklists based on tax preparation software data - Automatic file sorting and renaming using AI to categorize and label uploaded documents - Secure, login-free client portal for easy and frictionless document submission - Automated client reminders to ensure timely document delivery - Direct integration with Outlook and Gmail for requesting documents via email - Zapier integration for connecting with various other applications like OneDrive and Google Drive - AI document inspection to identify duplicates, unreadable files, incorrect tax years, and potentially corrupted files - SOC 2 certification with AES-256 and Bcrypt encryption for data security and privacy - E-signature capabilities for clients to securely sign documents - Automatic conversion of image files (JPG, PNG, HEIC) to PDF format </features> <target_audience> Truss primarily targets tax professionals, including CPAs, enrolled agents, and tax preparation firms, who seek to improve their document management processes and reduce administrative overhead. </target_audience> ```

What does Truss do?

Truss provides a document collection platform that utilizes AI to create client-specific checklists and automate file sorting, renaming, and reminders, ensuring secure and organized document management for tax professionals. This solution addresses the chaos of unstructured document submissions, significantly reducing time spent on client follow-ups and file organization.

Where is Truss located?

Truss is based in Claremont, United States.

When was Truss founded?

Truss was founded in 2022.

Location
Claremont, United States
Founded
2022
Employees
26 employees
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Truss

Score: 80/100
AI-Generated Company Overview (experimental) – could contain errors

Executive Summary

Truss provides a document collection platform that utilizes AI to create client-specific checklists and automate file sorting, renaming, and reminders, ensuring secure and organized document management for tax professionals. This solution addresses the chaos of unstructured document submissions, significantly reducing time spent on client follow-ups and file organization.

gettruss.io700+
Founded 2022 – Claremont, United States

Funding

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Team (25+)

Ken Kantzer

CTO

Company Description

Problem

Tax professionals often struggle with disorganized client document submissions received through various channels like email and messaging apps. This unstructured format leads to time-consuming manual sorting, renaming, and follow-ups, increasing the risk of missed documents and delayed filings.

Solution

Truss is an AI-powered document collection and management platform designed to streamline the process of requesting, organizing, and delivering client documents for tax professionals. The platform automates client-specific checklist creation based on data from tax preparation software, ensuring that only necessary documents are requested. Truss also automates file sorting and renaming using AI, reducing manual effort and improving organization. The platform offers a secure, login-free client portal, automated reminders, and integrations with tools like Outlook, Gmail, Zapier, Google Drive, and OneDrive to further enhance efficiency.

Features

AI-powered creation of client-specific document checklists based on tax preparation software data

Automatic file sorting and renaming using AI to categorize and label uploaded documents

Secure, login-free client portal for easy and frictionless document submission

Automated client reminders to ensure timely document delivery

Direct integration with Outlook and Gmail for requesting documents via email

Zapier integration for connecting with various other applications like OneDrive and Google Drive

AI document inspection to identify duplicates, unreadable files, incorrect tax years, and potentially corrupted files

SOC 2 certification with AES-256 and Bcrypt encryption for data security and privacy

E-signature capabilities for clients to securely sign documents

Automatic conversion of image files (JPG, PNG, HEIC) to PDF format

Target Audience

Truss primarily targets tax professionals, including CPAs, enrolled agents, and tax preparation firms, who seek to improve their document management processes and reduce administrative overhead.