# Truss Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Truss Software - reviews, pricing plans, popular comparisons to other File Sharing products and more. Source: https://www.capterra.com/p/10005148/Truss/reviews --- # Truss Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) Truss ## 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. ## What is Truss used for? [Tax Practice Management](https://www.capterra.com/tax-practice-management-software/)[File Sharing](https://www.capterra.com/file-sharing-software/)[Accounting Practice Management](https://www.capterra.com/accounting-practice-management-software/) Top alternative Featured Overall rating Based on 28 user reviews Reviews sentiment Positive 100% Neutral 0% Negative 0% Contact vendor for pricing Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Truss?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://gettruss.io&name=Truss) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Truss 4.9 (28) VS. [4.7 (3,578)](https://www.capterra.com/p/186749/TaxDome/reviews/) Starting Price Contact vendor Starting Price $800 Per User, Per Year Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.9 (28) Ease Of Use 4.5 (3,578) Value For Money 4.8 (28) Value For Money 4.6 (2,988) Customer Service 5.0 (28) Customer Service 4.6 (2,885) ## Truss alternatives [3.8 (60)](https://www.capterra.com/p/147972/Mango-Billing/reviews/) Starting price $35.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 67% of reviewers rated it above 4 stars [4.5 (285)](https://www.capterra.com/p/150647/Canopy-Tax/reviews/) Starting price $22.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [4.8 (99)](https://www.capterra.com/p/176134/IRS-Solutions-Software/reviews/) Starting price $159.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars Highest Rated [4.8 (260)](https://www.capterra.com/p/186837/Financial-Cents/reviews/) Starting price $19.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/10005148/Truss/alternatives/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Document Management 4.7 (23) 95.65% of 23 reviewers that rated this feature as important or highly important Store, manage, and track all electronic documents in a centralized location Client Management 4.8 (21) 90.48% of 21 reviewers that rated this feature as important or highly important Manage contact details and communication with clients For Tax Practices 4.8 (20) 100.00% of 20 reviewers that rated this feature as important or highly important Designed for tax practices File Transfer 4.8 (9) 88.89% of 9 reviewers that rated this feature as important or highly important Move files across different systems or networks Collaboration Tools 4.4 (7) 85.71% of 7 reviewers that rated this feature as important or highly important Provides a channel for team members to share media files, communicate, and work together For Accountants 4.9 (7) 100.00% of 7 reviewers that rated this feature as important or highly important Software specialized for accountants and accounting firms Truss 73 features Define levels of authorization for access to specific files or systems Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH) Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases Manage various aspects of appointments including booking, rescheduling, canceling Manage the process of evaluating documents or requests submitted for approval Route documents and other data through one or more stakeholders for review and approval Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws A record of all activities within the system, including user access, changes made, etc. Verify the identity of users/devices to enable secure access Data is backed up automatically to prevent data loss Create, manage, and send invoices or bills to customers Manage contact details and communication with clients Private online space that lets businesses securely share documents and provide information access to clients Provides a channel for team members to share media files, communicate, and work together Leave comments and notes on documents for others to view Manage and track all internal and external communication conducted via calls, email, text, or chat Configure existing workflows to meet your organization's needs Accept and process credit card transactions Add customized logos and colors to align with company branding Alter the layout and content of reports Pre-designed layouts that can be customized to match preferences and requirements Import and export data to and from software applications Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency Store, manage, and track all electronic documents in a centralized location Store and organize documents in a centralized system Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file Assemble applications and processes by dragging over and arranging pre-built components Ability to identify, sort on and alert participating parties about the approaching date by which action has to be taken Electronically collect payments for goods or services Digitally sign online documents Manage, store and organize emails within the system or via third-party apps Reminders sent via email Convert data into a code for security Create, save, and store files Move files across different systems or networks Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Plan, manage, and track the financial activities of an individual or organization Software specialized for accountants and accounting firms Software specialized for certified public accountants (financial advisors) who help outside entities reach financial goals Designed for tax practices Captures invoice data and maintains comprehensive records for auditing and reporting purposes Creation, processing, verification, and execution of invoices till the payment is made Communicate using messages within the system Access software remotely via mobile devices Manage and handle various international currencies Accept and process online payment transactions Reporting on how each user, task or process has advanced since its initiation Plan and coordinate all the resources, costs and time needed to execute assignments Files and folders are updated in real-time when changes/edits are made Notifications that are delivered to users as soon as an event occurs Receive system updates as soon as any changes are made Timed notification for any upcoming task, deadline, appointment, or activity Collection, analysis, and representation of numerical data and generation of reports to understand various patterns View and track pertinent metrics to find patterns and gain insights from data Set & manage permission levels based on user roles and restrict access to only authorized individuals Search and filter data across systems to locate required information by entering keywords or certain criteria Securely stores data to prevent data loss or breaches Allow users to access multiple services after entering their login credentials once Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access Schedule shifts for staff/employees, track hours worked, and manage staff payroll Track the status over time for a request, process, asset, or transaction Attach digital tags to documents and assets for identification, search, or monitoring purposes Create, manage and track all task activities and progression Declaration of income made to tax authorities Set up connections to third-party platforms to improve business processes Extra layer of security that requires not only a password and username but also something specific to that user Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks Track revisions and updates made to files and navigate between different versions Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. Features 4.7 (28) 4.7 Based on 28 reviews ## Pricing Value for money 4.8 (28) ### Starting price Contact vendor for pricing Free trial not available Value for money 4.8 (28) 4.8 Based on 28 reviews Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 5.0 (28) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 5.0 (28) 5.0 Based on 28 reviews ## User reviews Overall rating 4.9 Based on 28 reviews Filter by rating 5(25) 4(3) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent JL Jed L. Owner Accounting ### "Thumbs up for Truss" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 4, 2026 Product is pretty much there. We've enjoyed it and continue to see the benefits. I have recommended to several colleagues. Pros I like that it puts the client in pole position of gathering docs. I don't have to remind and nag. And they do it on their time. In addition, I also like having a visual and straight forward approach of what the client is missing and don't have to dig for it, and keep separate notes. Cons The AI is not perfect, and it misses task creation. The only snag we encountered was hotmail/outlook emails were rejected but got fixed. Alternatives considered [StanfordTax](https://www.capterra.com/p/10031536/StanfordTax/) Reasons for choosing Truss Felt like it was better, more feature complete. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor February 11, 2026 Jed, You nailed it — putting clients in the driver’s seat is exactly the goal, and we’re thrilled it’s taken the reminder/nag cycle off your plate. Love hearing that the task view is saving you time and keeping things clear. We appreciate the heads-up on the AI and Hotmail quirks — both things we’ve now improved - thanks to your earlier feedback. Thanks for spreading the word and being part of the Truss Tribe! DS David S. President and Chief Business Advisor Financial Services ### "Truss has immediately improved my tax season psyche" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 20, 2025 The people are incredibly helpful and insightful. It took very little effort on my part to onboard from my tax software. I am constantly pleasantly surprised, if not overjoyed, with it's simple magic. The client-facing portions are immediately understood. The opposite of the others I've used. Frustration turns to ease and joy of use. Whether my clients are using a phone, tablet, desktop, or laptop, they can easily see what i require of them. Then easily provide it. Securely. By verification. Instead of sign-ins for other apps that drive them crazy. The people at Truss are eager to help. NOT stingy with their time like most companies. VERY available. Any change like this is usually hard. Especially for us accountants. But not this. With their AI and people, it simply hasn't taken much time and effort. The DMS is a HUGE difference between some of the newer tax client interaction software choices. And those that DO have DMS, their organizers and signatures are painful. Not here. Truss has both. I have only begun with the AI portion. But just ask it for suggestions and it immediately provides a slew of great ideas for that one specific client. And thaws just after onboarding. Which includes prior year amounts. I understand it get smore intricate after the full tax prep process. Both myself and my clients keep saying: Where has this been my whole life?! :-) Pros Truss is incredibly easy and intuitive to use. It's very easy to navigate. Mostly because of a very simple yet very smart set-up. It is very user friendly. By me AND my clients. While still providing all one needs for client interaction. Cons I have yet to find a con. If i must say something, the initial price seemed high. But it includes e-signatures AND onboarding. And it replaces multiple needs. Switched from [SafeSend](https://www.capterra.com/p/233757/SafeSend/) It's actually Onvio i am replacing. Not listed in Capterra. TR Ultra tax is phasing it out now that they bought Safe send, So i am really replacing Onvio but kind of safe send. Onvio is getting not user friendly and is Harder to use on phone/tablet. Just plain clunky. Alternatives considered [SafeSend](https://www.capterra.com/p/233757/SafeSend/) [Progress ShareFile](https://www.capterra.com/p/10007380/ShareFile/) Reasons for choosing Truss This is significantly less expensive. And includes everything. ESPECIALLY DMS! SafeSend kind of insists you need them. Truss wants to help you. ShareFile just doesn't have the organizer tech. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor November 26, 2025 David, Thank you for the kind words! We’re so glad Truss is making tax season smoother and lifting your psyche in the process. Your note about client usability across devices is music to our ears, and we love that the onboarding and support felt light and helpful. We also hear you on the pricing concern — I know that we're not the cheapest option - but you have my promise that we'll over-deliver with value this season so you won't have to wonder if it's worth it. Grateful to have you (and your clients!) in the Truss Tribe! JP Jim P. President Accounting ### "Truss for the Win!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 September 21, 2025 Overall, the experience has been impressively positive. We have received excellent reviews, from our team and from our clients. Any technical issues were quickly addressed by the Truss team. Pros It's easy and simple to use - both for our firm and for our clients. It's fully featured and even allows us to manage our request list through the platform Cons It's challenging to find something to not like about the platform or the company. The AI functionality is a new feature, but is quickly and consistently being improved Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor September 22, 2025 Hi Jim, Thanks for the kind words! It's a joy to have you in the Truss Tribe. We're going to be continuing to work hard to make sure we always keep you this happy! -Dan MJ Mark J. COO Accounting ### "Why I love Truss" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 25, 2025 Our firm has used Truss for a few years, and we love it. It helped to transform our business from a drop-off/pickup to 95% online. Pros I am able to see the client documents in "review mode" while working on a return. Because of this, I do not have to print documents, so I can work much faster. Cons Sometimes the speed slows down if you do not clear the filters. This is not a big deal but it is the one thing that I like the least. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor June 26, 2025 Hi Mark, Why Truss Loves You: You are always joyful when we connect, even in the heat of tax season. You are gracious and kind. It is a joy to serve you, Mark! RF Ryan F. CPA MANAGING MEMBER Accounting ### "Very happy first year users" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 4, 2025 Overall we are extremely thankful that we started using Truss this tax season. We tested Soraban and reviewed demos of other competing platforms and ultimately decided on Truss based on everything it brought to the table for our tax practice. Pros Having one single system that covers our 1040 tax collection and delivery process from start to finish made tax season much smoother. A majority of our clients adopted the platform quickly and commented on how easy it was to use. Cons Tax return processing is not always consistent and required a trained eye to watch for details. Our understanding is that this is due to AI learning from scans of the cover letter but we have found that there are times when the same letter details can result in a different summary that may require some touch up from a trained team member. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor June 10, 2025 Ryan, Thank you for the kind words and for trusting Truss during such a critical season! We’re so glad the all-in-one workflow helped make tax season smoother and that your clients took to it so quickly. You’re absolutely right on the return processing — we just made an update to eliminate those inconsistencies, and your feedback helped guide those improvements. Grateful to have your firm with us and excited to keep delivering value together! DA David a. President Accounting ### "Great Product - Amazing Customer Support" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 3, 2025 Great. Transition was easy with the help of their customer support. Pretty quick learning curve and clients seem to like it. Pros The software is so smart and intuitive. Saved us alot of time getting info from clients and sending them their completed tax returns. Cons Some state forms don't generate properly on the back end but Truss fixes promptly. Also had some issues with prior year data being imported in accurately and being duplicated for multiple rental properties. Alternatives considered [SmartVault](https://www.capterra.com/p/82811/SmartVault/) Reasons for choosing Truss Better software and capabilities. Has more integrations. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor June 3, 2025 David, Thank you for the great review! We’re so glad Truss has helped streamline your process and made things easier for both your team and your clients. We appreciate you flagging the issues on state forms and prior year imports — feedback like this helps us continue to fine-tune and improve. Glad that we have been able to fix the issues with duplicated rental info so that it won't be an issue going forward. Grateful to have you with us and excited to keep building alongside your firm! KR Kevin R. CPA Accounting ### "Well-designed software with responsive customer service" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 28, 2025 The vast majority of our clients were happy with the cohesive experience provided by bringing several of our processes under one roof through Truss (engagement letter, information gathering/sharing, esigning, and file sharing). Pros Truss is designed to be user friendly for both the accounting firm and client. The Truss team worked with us to utilize the software in a way that fit into our process. The flexibility to direct information flow enabled us to better leverage our administrative staff which freed up our CPAs to complete other work. Cons The only negative aspect of using Truss was that we don't have the control to fully customize. The system is designed to make using it as simple as possible. That comes with the tradeoff of limited customization/visibility into processes. Switched from [Docusign](https://www.capterra.com/p/121506/Docusign/) [Progress ShareFile](https://www.capterra.com/p/10007380/ShareFile/) The client experience was suboptimal with ShareFile and Docusign. There were multiple emails to the client and login credentials that were often forgotten. Truss solves these issues Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor May 29, 2025 Kevin, I'm so glad that Truss was able to make your lives better. Thank you for taking the time to share this feedback. We really enjoy having you in the Truss Tribe! HC Heather C. Operations and Engagement Specialist Accounting ### "Awesome responsiveness from a great partner." 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 May 27, 2025 Team has been great to work with. This was our first tax season with them so we didn't use all of their tools as efficiently as we could have, but the potential there is huge. We will definitely be looking to take advantage of more of their great features going forward. Pros I love how responsive the team is. Whenever I run into an issue, I send a message through their chat feature and I can be assured someone from their team will get back to me quickly. If the issue is that I don't know how to do something, they send screen shots to hold my hand and walk me through the process. If the issue is due to an issue on their end, they are quick to correct it or find me a work-around. They were extra-responsive during the busy last weeks of the tax season, which is really appreciated. Cons That it doesn't talk to my tax software. My work could be even more efficient if this were an option. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor May 29, 2025 Heather, Thank you so much for the thoughtful review — and for trusting us during your first tax season with Truss! We loved supporting you through the crunch, and we’re excited to hear you’re planning to tap into more features next season. We hear you on the tax software integration — it’s something we’re actively exploring. Thanks again for being such a great partner! JT Jen T. Accountant Accounting ### "Excellent time saving software" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 22, 2025 As an entirely virtual office, I've come to lean heavily on Truss for a lot of my client interface during tax time. I used to share folders, move documents, and send reminders - all of which Truss handles with significantly less activity on my part. I've replaced processes on multiple other softwares to all be handled on Truss. Pros Truss saves me tons of time and hassle in document collection from clients. I use it for both my accounting practice (easy peasy W9s!) and my tax practice. I love that the communications come from my email so they don't get disregarded or lost as spam. Because clients don't have to sign in to upload documents, I have a much higher success rate getting them to use it than any other portal I've used. I appreciate how much control I have. I am a very small practice and don't treat my clients with cookie cutter forms or questions. Truss allows me to create templates, but then easily modify them as needed for each client. The addition of e-signature capacity allowed me to discontinue another SAAS I was using just for that and integrate e signatures more seamlessly into my work flow. All around, it has streamlined my client interface. Cons The fact that I didn't have it 10 years ago! The challenge I have had lately is keeping up with the fast pace of change as they develop new features. It's a constant learning curve as new services and features are added and the software changes or becomes more complex. Alternatives considered [PandaDoc](https://www.capterra.com/p/131735/PandaDoc/) Reasons for choosing Truss I was using various other softwares to accomplish the same things - folder sharing in Sync, E-signatures in Pandadoc, reminders in my workflow and email. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor May 29, 2025 Jen, Wow — thank you for such a thoughtful and detailed review. It means a lot to hear how Truss has helped simplify your workflow and consolidate so many tools into one. We’re especially glad it’s making tax season smoother and your client interactions more personal. And you’re absolutely right — we’ve been shipping updates fast, and we know that can be a double-edged sword. We’re working on ways to make it easier to stay in the loop without feeling overwhelmed, like adding to our help library and hosting more webinars this summer. Grateful to have you in the Truss Tribe! DB Derek B. Owner Accounting ### "Honest Feedback" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 19, 2025 Overall I would say my experience has been great. The people at Truss have been great to work with and I have very little complaints. Pros Great team behind the product. When something goes wrong they are quick to respond and fairly quick at solving the issue. Cons Truss as a product is on the newer side and therefor still a little clunky and inconsistent. As time goes on things are getting better. The price has started to creep up and I do ask myself if it is worth it. Switched from [UltraTax CS](https://www.capterra.com/p/79430/eDiscovery-Point/) Onvio (was not an option) was mediocre at best and the price got to a price that was unreasonable. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor May 29, 2025 Derek, Thank you for the candid and thoughtful review. We’re so glad to hear that your experience with our team has been positive — it really means a lot. We know Truss is still growing, and your feedback helps shape that growth. It's of the utmost importance to me that there's no question in your mind about the value you're getting for the money. I'd love to connect offline to hear more about how we can achieve that for you. Thanks for sticking with us and helping us get better — we’re lucky to have you in the Truss Tribe! CO Chris O. Certified Public Accountant Accounting ### "Great Individual Return Delivery/Improving Business Return Delivery" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 2/10 May 16, 2025 Overall experience with Truss was good. Management is responsive to needs and willing to work to resolve issues. With some improvements to business delivery(specifically k1 delivery), it should satisfy all our needs. Pros Ease of use by clients and staff. I also like the accessibility of top line management and their responsiveness to our requests. Cons Some business features are lacking, but are being worked on. The responsiveness of management and to our needs. Their eagerness to improve their product is refreshing. Alternatives considered [SafeSend Returns](https://www.capterra.com/p/234875/SafeSend-Returns/) Reasons for choosing Truss We are still looking at both solutions. There are a few items that aren’t currently available in Truss that are needed for us to fully commit to their solutions Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor May 29, 2025 Chris, Thank you for the thoughtful review and for giving Truss a shot during your busy season. We’re glad to hear the client experience and team responsiveness stood out — that’s a big priority for us. We've heard you on the K-1s and since our conversation the other day have been actively working on implementing your suggestions. I expect to have the K-1 improvements ready for you in the next 2 weeks. As a matter of fact, we're even implementing a few cool things with K-1s that you didn't ask for that I think you'll love! Your input has been very valuable to us. Thank you, Chris! MB Misty B. Senior Tax Accountant Accounting ### "Highly Recommend!! Easy to use for all!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 13, 2025 I have had amazing experience with Truss!! And it continues to get better with every upgrade they make! Its not only the platform but the support team all the way up to the CEO's. Everyone I have worked with for Truss, has been amazing. They request input from their customer users and are constantly working to add features that will make our lives as tax preparers less stressful during tax season! I am sincerely a Truss "fan girl" and fall more in love with this platform with each upgrade they announce! Pros Easy to use for the tax professionals and the clients! With each upgrade and update they make this platform just keeps getting better! Cons I have yet to find a con in this platform. Even if I find something that "could be better" or may not work as anticipated,. I am able to bring my concern to the support team and they either provide the necessary explanation or they take my suggestions into consideration for a future update! Switched from [Progress ShareFile](https://www.capterra.com/p/10007380/ShareFile/) The firm switched before i was part of it, but they switched due to the ease of use for clients and easy document transfers betwen firm and clients. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor May 29, 2025 Misty, Your review absolutely made our day — thank you! We’re thrilled to hear that Truss is making tax season smoother for both your team and your clients. It means the world to know you’re loving the upgrades and feel heard when you share ideas. We’re lucky to have such passionate users like you helping us push the platform forward. So glad to have you as a Truss “fan girl”! 😊 AA Allison A. CPA and Owner Accounting ### "Partnering with Truss was one of the best decisions we ever made" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 13, 2025 We were down a clerical person for the 2024 tax season. We have a great team and we were all hesitant about hiring someone new and them not meshing with our culture. Once we found Truss in November 2024, we realized we did not need to hire a replacement. Truss was able to do the work for us. The implementation was very exciting for us, and you don't hear that very often with software implementations. When clients would send us documents, we would get very excited. Our clients loved the new interface because it walked them step-by-step on what documents to upload and how to do it. Whenever we had questions, the Truss team would take time to answer our questions and figure out how to get us what we needed. Each week, Truss offered learning webinars where we could ask real-time questions and get the support we needed. Hearing questions from other professionals also helped us use Truss during our first year of implementation. We cannot wait to use Truss for the 2025 tax year. We had more clients submit their documents timely than we have ever had in the past. We are looking forward to using Truss' outsource option in the future. They are CONSTANTLY improving their product and implementing time-saving techniques. At least once a week during busy season, our team commented on something cool that Truss implemented to make our lives easier. Pros Our clients were able to easily upload their documents with a tailored client request list based on their actual activity from their prior year tax return. Also, whenever we had any type of issue or question, the response from the Truss team was top notch. We truly felt like we were in partnership with them. Cons There really wasn't anything I disliked. Whenever we had any type of issue, we worked with the Truss team to get a resolution. I did not like the inability to tailor the client questionnaire. Also, we loved the interface with Stripe until we realized that Stripe was charging 3% for ACHs then we were forced to change payment processors. But even then, the team at Truss helped us to get that set up and it worked so smoothly. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor May 29, 2025 Allison, This might be one of the most encouraging reviews we’ve ever received — thank you! We’re so glad Truss could step in and help lighten the load during a tough season. It’s especially meaningful to hear that implementation was exciting (you’re right — that’s not something you hear often!) and that your clients had such a great experience too. We’re constantly working to improve, and your feedback — from Stripe to questionnaires — helps us do exactly that. We can’t wait to support you and your team again in 2025! EF Elisa F. Paralegal Law Practice ### "A Game Changer for Client Collaboration" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 9, 2025 Positive. The entire Truss team is super responsive when we have questions and receptive to feedback and new ideas. Pros The ability to schedule automatic follow up reminders for our clients and track missing information/documents. Cons Would like the ability to create or upload our forms into Truss that clients can fill in within the application. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor May 29, 2025 Elisa, Thank you for the kind words! We’re so glad to hear Truss has helped streamline your client collaboration — and we love having folks outside of tax and accounting using the platform in creative ways. We hear you on the fillable forms — that’s great feedback. We actually have a solution for you that so let's make sure to connect about that. Appreciate you being part of the Truss Tribe and helping us make the product even better! KI Kira I. Office Manager Accounting ### "2024 End of Season" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 8, 2025 Excellent!! It made this season very busy, only because we had way more clients on time than ever before. Pros The ease with which our clients sent their documents! We liked that everything was in one project. Cons No dates listed after actions. We run on when people send us information. Our clients got confused on if their returns were done or not. There isn't enough "fan fair" to tell them they are filed. Would love a "Return accepted by IRS" button Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor May 29, 2025 Kira, Thanks so much for the feedback — and congrats on such a successful (and on-time!) tax season! We’re thrilled Truss helped streamline document collection and gave you a single source of truth. Great callouts on the lack of timestamps and post-filing clarity — we’re actively exploring ways to improve that final phase so clients aren’t left guessing. So glad to have you with us! CB Cynthia B. Partner Accounting ### "Happy CPA! " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 5, 2025 Overall I have been happy with Truss. It has made this tax season easier. Pros Significantly reduced back and forth emails with clients. Additionally, clients have been a lot more responsive. Cons Switching between the drive and the web app is inconvenient. It would be much easier if the drive offered the same functionality as the web version. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor May 29, 2025 Cynthia, We love hearing that Truss helped reduce email chaos and made this tax season easier — that’s exactly what we’re aiming for! Thanks for highlighting the drive vs. web app experience too; you’re right, there’s room to improve that consistency, and it’s on our roadmap for this summer. We’re so glad to have you on board! AM Austin M. Owner CPA Accounting ### "A Big Upgrade from Drake Portals" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 1, 2025 Truss has been easy to use and well received by clients. It is easy to access and its AI features make certain aspects easier on us and the client. Pros Ease of use. Clean, modern interface. Accessibility. Cons Certain features are not customizable by the user. Switched from [Drake Tax](https://www.capterra.com/p/176133/Drake-Tax/) While Drake is cheap, it's portal is slow and limited and has an annoying interface. We needed automation. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor May 29, 2025 Austin, Thanks so much for the kind words! We’re thrilled to hear Truss has been a big upgrade for you and your clients — and that the AI features are pulling their weight. Appreciate the note on customization too — we’re actively working to give users more control while keeping things simple. We've got a solution for you on that part so let's make sure to connect on that. Grateful to have you with us! KA Kristy A. Director of Operations Accounting ### "Simplification!" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 April 30, 2025 Overall, I love the software and the team behind it. I feel like it has simplified a lot of processes internally as well as improved our clients' experience. The team at Truss has been exceptionally helpful and open as our firm has transitioned to their service. Pros It's simple for clients to use and solved multiple issues for us, allowing us to reduce the number of softwares/service providers we were utilizing for all of our tasks. Cons We are still having some issues with uploading a single PDF with multiple documents in it and getting Truss to recognize and assigned those documents to tasks in the project. Switched from [CPA Site Solutions](https://www.capterra.com/p/217035/CPA-Site-Solutions/) [SafeSend Returns](https://www.capterra.com/p/234875/SafeSend-Returns/) Both Gruntworx and SafeSend had increased prices beyond what we felt was reasonable and we were using multiple services where Truss did everything in one software. Our portal with CPASS was very clunky. Alternatives considered [TaxDome](https://www.capterra.com/p/186749/TaxDome/) [Canopy](https://www.capterra.com/p/150647/Canopy-Tax/) [Karbon](https://www.capterra.com/p/156181/Karbon/) Reasons for choosing Truss Canopy and Karbon were far too expensive and TaxDome did not have the functionality we needed. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor May 29, 2025 Kristy, Thank you for the kind and detailed review! We’re so glad Truss has helped streamline your internal processes and improved your clients’ experience — that’s exactly the kind of impact we aim for. We hear you on the multi-document PDF issue — it’s a top priority for us to improve how Truss handles those situations. We’re grateful for your partnership and feedback as we continue to refine the platform. So glad to have you with us! TM Tyler M. Owner Accounting ### "Managing Director" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 April 30, 2025 Extremely happy with our decision to move to Truss. Improved our tax workflow and improved efficiency for our firm. We look forward to continuing to build out all our processes through Truss. Pros Ease of use and login for clients lead to the highest adoption we've had for clients to complete questionnaire and checklists. Extremely responsive customer support. Cons Improved workflow options for sending tasks between team members. They continue to develop the product quickly and this has already improved a bit. Alternatives considered [Canopy](https://www.capterra.com/p/150647/Canopy-Tax/) Reasons for choosing Truss Ease of use for clients, support response, and user interface/functionality Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor May 29, 2025 Tyler, Thanks so much for the great feedback! We’re thrilled to hear that client adoption is up and that Truss has helped streamline your workflow. I'd love to connect more on your needs and input in the team task management area. We’re excited to keep building alongside you and help power even more of your processes going forward. Appreciate you being part of the Truss Tribe! MH Mark H. Tax Director Financial Services ### "Truss thoughts" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 25, 2025 Overall, it made a huge difference to our firm's processes and I was very glad to have found it. Pros It is an amazing service for my small tax practice. The fact that it includes engagement/intake/prep/delivery is very helpful. It's like multiple products wrapped into one. My clients enjoyed it and even if every client doesn't use every feature of it, it's still helpful internally which I was initially concerned about since some of our clients don't upload their own documents or do e-sign. I also appreciated that the product got better throughout tax season. Cons Nothing really comes to mind, little improvements I'm sure could be made like Quickbooks integration Alternatives considered [Canopy](https://www.capterra.com/p/150647/Canopy-Tax/) [Soraban](https://www.capterra.com/p/10008641/Soraban/) [Karbon](https://www.capterra.com/p/156181/Karbon/) [SafeSend Returns](https://www.capterra.com/p/234875/SafeSend-Returns/) Reasons for choosing Truss Truss was heavy enough to work for my small practice and do the job but wasn't so feature-heavy that it was going to be inefficient Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor May 29, 2025 Mark, Thank you for the thoughtful review — we’re so glad Truss made a meaningful impact for your firm this season. It’s great to hear the all-in-one experience worked well for both your team and your clients, even when not everyone used every feature. I'd love to hear more about how you'd like for Truss and QuickBooks to work together. Thanks for trusting us and helping us get better every step of the way! PM Patrick M. Owner Accounting ### "A (new) invaluable tool in our arsenal." 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 24, 2025 It was great, and we are looking forward to the improvements and enhancements we trust are coming throughout this coming offseason. Pros The ability to keep all of our clients information, documents, contacts and comments in a central location that was then monitored and maintained with timelines and due dates was invaluable this tax season. The support team was timely and responsive, and they were receptive to our input and suggestions on ways make to our experience even better. Cons A more clearly defined billing structure would be helpful in our ability to assess the cost/benefit and to be able to make decisions on our invoicing for each client. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor May 29, 2025 Patrick, Thanks so much for the kind words — we’re honored to be part of your firm’s toolkit! It’s great to hear that Truss helped bring everything into one place and made a real difference this tax season. We appreciate your feedback on billing transparency and agree — we've made some changes in the offering to solve that complete for you going forward. Let's connect on that. Excited to keep earning your trust and delivering even more value in the off-season and beyond! AT Armine T. Office Manager Accounting ### "Accounting Firm Truss Review" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 23, 2025 Love that Truss is constantly growing and improving to support client needs. Great experience so far. Pros Very helpful in tracking firmwide projects. Very easy for clients to use, and has made client follow-ups a lot easier. Very helpful for the admin side of an accounting firm as well. Cons Any issues we have are being addressed. Would like a bit more of the internal project tracking/assignments features to be eventually added. Alternatives considered [TaxDome](https://www.capterra.com/p/186749/TaxDome/) Reasons for choosing Truss Less complicated to implement on a firmwide basis. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor May 29, 2025 Armine, Thank you for the thoughtful review! We’re so glad Truss has been helpful across both the client and admin sides of your firm — that’s exactly what we’re aiming for. We appreciate the note on internal project tracking and assignments — once we've got some of your other requests knocked out this summer I'd love to reconnect and hear more about your needs with that. Grateful to have your team on board and excited to keep growing with you! NM Norvan M. Managing Partner Accounting ### "Amazing Software for Full Service Accounting Firm" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 23, 2025 Pros Great product overall - helped streamline our client communication and request, along with manage project internally. Cons Were still working through some minor issues but the Truss founder and team have been diligently helping us tweak it to perfection. Switched from [SmartVault](https://www.capterra.com/p/82811/SmartVault/) Only offered document storage and didn't have any AI Features. Alternatives considered [TaxDome](https://www.capterra.com/p/186749/TaxDome/) Reasons for choosing Truss Ease of use and platform was much more organized. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor May 29, 2025 Norvan, Thank you for the great review! We’re thrilled to hear Truss is helping streamline both your client communications and internal workflows. We really value your partnership and input as we continue fine-tuning the platform. It’s been a pleasure working with your team — and we’re excited to keep making it better together! MZ Mark Z. Managing Partner Accounting ### "Truss made tax season just a little less stressful" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 22, 2025 Wonderful. I love this program because it has technologically advanced features and are building out a product that will grow as the technology changes and evolves. Pros Truss enabled us to quickly and efficiently monitor the progress of our clients submission of documents, and provided the client with that "folder on the desk" that they would shove their documents for our office, now that a substantial amount of the documents are electronic and not delivered in paper Cons Honestly nothing. There were/are issues with the program that need improvement but the Truss team has been both receptive and responsive to anything that will improve their product, the preparer experience and the client experience. Alternatives considered [TaxCaddy](https://www.capterra.com/p/197189/TaxCaddy/) Reasons for choosing Truss The willingness to quickly deploy and update features on the fly, to address any usability issues immediately Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor May 29, 2025 Mark, Thank you for such a thoughtful and encouraging review! We’re so glad Truss could help bring order to the chaos of tax season — and give both you and your clients a better way to stay organized. Your “folder on the desk” analogy is spot on! We’re grateful for your feedback and partnership as we continue building a platform that evolves with the needs of modern firms. TH Teri H. Administrative Asst. Accounting ### "Highly recommend!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 10, 2025 100% recommend this product. Time saving. Efficient. Easy to use. Nothing but good things to say. Pros 1) The ease of the client interface....THEY love it! No passwords and easy to navigate; no complaints from clients since using Truss. 2) WONDERFUL support when needed. 3) The ease of navigation of the site from the Accountants side. Very organized and efficient. Saves us SO much time. We can do everything in Truss. Cons I haven't found a negative that I can recall. Even the support videos that can be 90 minutes long are broken up into segments for specific tasks....so thoughtful and easy to navigate. Switched from [Lacerte Tax](https://www.capterra.com/p/249726/Lacerte-Tax/) In the beginning because Truss is able to turn non-pdf documents into pdf format and use AI to sort when needed. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor May 29, 2025 Teri, This absolutely made our day — thank you! We’re thrilled to hear that both you, Michael and your clients are loving the simplicity and organization Truss brings. And we’re so glad the segmented support videos are hitting the mark! We’re grateful for your kind words and excited to keep making Truss even better for you. Thank you for always being so upbeat and fun to work with! 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