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Training Webinar Recordings
Getting Started with Truss
Configuration / Customization
Managing and Requesting Client Files
How to manage and request client files
Managing Client's Paper Documents
Streamlined Physical Document Scanning
Managing Projects
How to manage your client projects
Managing Templates
How to manage your firm's templates
Managing Truss Drive
How to use Truss Drive
Managing Users
How to Manage Users
Managing Workpapers
Important updates to Workpaper mode
Notifications & Action Items Inbox
How to use in-product notifications
Onboarding New and Returning Clients
How to onboard new and returning clients
Payments
How to use Truss integrated payments
Reminders
How to re-gear Truss for extension season
Request E-Signatures & Share Files
How to request e-signatures and share files
Return Assembly / Delivery Checklists
Truss Prep (Outsourcing)
How to get started with Truss Prep
Truss Support Process
How to connect with Truss Support
Your Tax Software - Organizer Migration Instructions
How to export previous year organizer data
Karbon
How to set up and Configure your Karbon Integration
Troubleshooting
Guide to issues
Client-Facing
For firm's Clients