Client-Facing
For firm's Clients
Security PoliciesHow does Truss approach security and Privacy?
How to Start Your Tax QuestionnaireThis guide will walk you through the first steps of starting your Truss Tax Questionnaire, from the welcome email to filling out your personal information.
A Quick Guide to Completing Your OrganizerTime to tackle your organizer! Follow these friendly steps to finish your tasks and keep all your documents in one spot.
Truss Tax QuestionnaireEach year, Truss includes a set of Standard Tax Questions to help firms verify key client details. Certain questions are dynamic, and client responses may create follow-up tasks as needed.…