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Truss Training Webinars

2024 - 2025

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Written by Alissa Steffa

Updated over 2 weeks ago

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2025

Truss 101 - 6.26

Truss 101 - 7.3

Truss 101 - 7.17

Truss 101 - 7.24

Truss 101 - 7.31

Truss 101 - 8.7

Truss 101 - 8.14

Truss 201 - 8.5

Truss 201 - 8.12

Truss 201 - 8.19

2024

Truss Introductory Webinar - Truss 101 Overview

Truss Webinar #1 - Creating Projects from Organizers, Scheduling First Welcome Emails, Your Client's Experience, Bulk Project Creation for Businesses, and Outlook Integration

Truss Webinar #2 - Client Communication, New Client Setup, Rolling Over Projects, and Workbook Markups

Truss Webinar #3 - Templates, Engagement Letters, Checklists, and Email Templates

Truss Webinar #4 - Truss Workflow, Tags, Statuses, Project Ownership, Client Document Intake, and Notifications

Truss Webinar #5 - Client Communications, Client Onboarding, and Prepping for Tax Season

Truss Webinar #6 - Workflow, Bulk Actions, Outlook/Gmail Add ins

Truss Webinar #7 - Handling 1040 vs Business Clients, Contact Management, and Integrated Payments

Truss Webinar #8 - Handling Paper Documents, Internal User Management, General Client File Dropoff Process, and Merging Entities

Truss Webinar #9 - Scheduling Emails & Distribution Timing, Building Custom Checklists, Internal Notes, and Managing Engagement Letters

Truss Webinar #10 - Return Delivery Process, E-Signature Creation, Auditing the Client's View, and Adding Spouses to Projects, and Due Dates

Truss Webinar #11 - Assembly Uploads Best Practices, Resending Return E-Signature Requests, Download Project Files in Bulk, Merging Contacts, Moving Documents to other Projects, and Saving Searches and Filters

Truss Webinar #12 - New Client Links & Intake Forms, Paper Client Processing, Email Integration Troubleshooting, Merging Contacts & Entities

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