Company intelligence
Truss
More-in-one tax workflow
About Truss
Truss is the 1st agentic AI tax workflow platform built for modern CPA firms. We help firms automate the full tax engagement lifecycle—from intake and document collection to prep, engagement letters, e-signatures, payments, workpapers, and final delivery—all in one seamless platform. With built-in AI advisory and research capabilities, Truss goes beyond tax prep—helping firms unlock more strategic value, elevate the client experience, and become the trusted advisors they’re meant to be.
Verified activity
Signals from Truss
5 published signals
Presence & Recognition
Truss is hosting the Truss Workshop Series in collaboration with Kintsugi, hosted by CPAacademy, featuring a masterclass delivered by Solutions Engineer Ryan Le and Director of Tax Transformation Kindel Meek.
Reported by Truss
Presence & Recognition
Truss was chosen for the AICPA and CPA.com Startup Accelerator to validate its tax workflow provider status.
Reported by Truss
People
Truss was selected from among hundreds of applicants to join the prestigious AICPA/CPA.com community.
Reported by Daniel P.
Presence & Recognition
Truss is hosting a new series called Ken on Agents to cover AI and agent concepts.
Reported by Ken Kantzer
Customers & Market
Truss customer Delta Wealth Advisors saw realization rates jump over 10 points and returns done quicker than ever despite losing one of their two main tax preparers in year one on Truss.
Reported by Truss