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How to manage and request client files
Streamlined Physical Document Scanning
How to manage your client projects
How to manage your firm's templates
How to use Truss Drive
How to Manage Users
Truss Workpapers give your team a centralized, easy-to-navigate space to manage tax return documentation. Review client uploads, add notes, and check off completion steps — all within the project view. Workpapers automatically sync with client activity, helping your team stay organized and audit-ready.
How to use in-product notifications
How to onboard new and returning clients
How to use Truss integrated payments
How to re-gear Truss for extension season
How to request e-signatures and share files
How to get started with Truss Prep
How to connect with Truss Support
How to export previous year organizer data
How to set up and Configure your Karbon Integration
Guide to issues
For firm's Clients
These guides walk you through how to upload, create, and deliver Organizer Projects in Truss. They are designed to help firms confidently manage organizer workflows from start to finish while avoiding common issues.
Setup guide for using the Truss Scanner app
Guides for using Max AI