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Truss Tribe Live Series

Written by Jamie Hancock

Hey Truss Tribe 👋

We’re kicking off something new… and we’re pretty excited about it 😄

🔥 Introducing the Truss Tribe Live Series — a weekly lineup of sessions designed to help you get the most out of Truss (without the boring training vibes).

Each session is focused, practical, and built around real workflows—so you can jump into the ones that matter most to you.

👉 Join one, or join them all—it’s totally up to you.


💥 What we’re covering:

  • ⚙️ Settings (from foundation → pro tips)

  • 🧩 Contacts, Entities & Drive

  • 🤖 Max AI

  • 🚀 Client Intake & Recurring Tasks

  • 📂 Organizers → Projects → Tasks → Client Experience (full workflow)

  • 📑 Workpapers

  • 📦 Assembly & Delivery

  • 🔐 File Sharing & E-Signatures

  • 🔗 Integrations (including Karbon + more)


Registration Links

Every Thursday, join us for Let’s Talk Truss: Live Q&A Session


Recordings & PDF

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