Truss Help Center

Truss Training Webinars

2024 - 2025

Written by Jamie Hancock

February 11, 2026

Click here to register for Tuesday's Live Webinars

Click here to register for Thursday's Live Webinar

2026 is Here!

New Features in Truss- Tuesday 1/13/26

Truss Best Practices & Open Office Hours- Thursday 1/15/26

Sending Returns 1/27/26

Best Practices & Open Office Hours 1/29/26

Best Tax Season & Office Hours 2/3/26

Best Tax Season Open Office Hours 2/5/26

Open Office Hours 2/10/26

Karbon Integration Webinar

Truss & Karbon Integration

2025: Best Tax Season Yet

Workpapers New Features- 12/23/25

Recap of Uploading documents, sending a return, and much more: 12/16/25

Workpapers: 12/9/25

Scheduling Business & Trust Projects: 12/02/25

Advanced Filtering: 11/25/25

Scheduling your Projects: 11/11/25

New Truss Features: 11/4/256

Off Season Projects, New Features, and 2025 Prep: 10/28/25

Summer 2025: Truss 101 Webinar Series

1040, Business, Trust, & Monthly Payroll Basics: 06/26/25

Truss 101 - 7.3

Truss 101 - 7.17

Truss 101 - 7.24

Client Invites, Truss Basics, with Live Q&A: 07/31/25

Working with Uploaded Documents with Live Q&A: 08/07/25

Getting Started with Truss & Live Q&A: 8/14/25

Project from Organizer to Return Delivery with Live Q&A: 08/21/25

Organizer Basics with Live Q&A: 08/28/25

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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