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.

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.