Organizer Project Guides
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.
Contact Matching Symbol Guide in TrussWhen importing or reviewing contact data in Truss, you may see status symbols next to contacts or rows. These symbols indicate how Truss is interpreting the data and whether action…
Creating 1040 Organizer Projects in Bulk in TrussBulk project creation in Truss allows firms to efficiently create multiple projects at one time instead of setting them up individually. This is especially useful during busy seasons, onboarding new…