Truss
Truss is an AI-powered document collection solution that enables CPAs and financial advisors to collect, manage, and distribute documen
What is Truss?
Truss is an AI-powered document collection solution that enables CPAs and financial advisors to collect, manage, and distribute documents from clients.
Categories
Features
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Project Management
Task Management
Workflow Management
Access Controls/Permissions
Alerts/Notifications
Collaboration Tools
Document Storage
Drag & Drop
Encryption
Mobile Access
Real Time Synchronization
Search/Filter
Status Tracking
Tax Forms
FAQ
The official website of Truss is http://gettruss.io/
Truss is an AI-powered document collection solution that enables CPAs and financial advisors to collect, manage, and distribute documents from clients.
Truss belongs to the Accounting Practice Management, File Sharing, Tax Practice Management category.
Truss offers features such as Billing & Invoicing, Client Management, Client Portal, Document Management, Due Date Tracking, Project Management, Task Management, Workflow Management, Access Controls/Permissions, Alerts/Notifications, Collaboration Tools, Document Storage, Drag & Drop, Encryption, Mobile Access, Real Time Synchronization, Search/Filter, Status Tracking, Tax Forms.
No, Truss does not offer a free trial.