About
Truss AI helps tax and accounting firms automate client communication and routine prep tasks using conversational AI. It summarizes documents, drafts email replies, and assists with client Q&A during busy season. Built specifically for firms, Truss integrates securely with existing tax workflows and supports firm branding, compliance, and collaboration features.
Tax professionals generally express a positive sentiment towards Truss, highlighting its user-friendly interface and effective document gathering capabilities. Many appreciate its integration with existing tax software and the customizable checklists it offers. The pricing at around $3,000 annually for unlimited use is seen as reasonable, especially for smaller practices. However, some users note limitations in client management features and the need for additional practice management software.
Reddit Mentions
Just got off a demo call with Truss. Honestly, pretty dang impressed. Quoted $3k/year unlimited. I'm a sole practitioner with roughly 100 returns. Anyone else on the platform? Any blind spots? Things it falls on its face with?
View on Reddit →My firm signed up with Truss in June and it has been great so far for gathering documents from clients. I'm curious if anyone else here is using it and might have some insights on any best practices. The biggest thing I'm wondering is how you are using Truss with your practice management system. We are currently looking for new PM software and are currently using Practice CS. We only use Practice for time and billing and don't use the project management or other features. Any thoughts that com
View on Reddit →Been using Truss for about 3 months. Prior to that were on SafeSend, and before that on Canopy. I highly recommend Truss. Extremely user friendly.
View on Reddit →Hello: I'm shopping BOI processors. So far I've got **SnapBOI vs Truss** Have you guys used them - if so what do you think? Any issues to be aware of? Is there a good one I've missed?
View on Reddit →We also use Ultratax. I have delivered some extended returns and Truss has done a good job reading the return PDFs and creating the tasks for payments and esigning.
View on Reddit →We started Truss back in January and it was a godsend. Such a great piece of software for my small practice. It does just about everything I need. I found Canopy/TD were too high powered for me.
View on Reddit →Thank you for the info- I have been in contact with Truss and have been considering- we are using UltraTax as a tax software, what software do you use- does it have good integration with Truss?
View on Reddit →Can you give an approximate cost for Truss? I don't want to waste time doing a demo if too far out of my budget.
View on Reddit →Do you track time and WIP somewhere outside of Truss? That is the biggest thing that I need to figure out. I'd like to get rid of Practice CS but haven't found an easier to use solution that isn't 2 or 3 times as expensive.
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