Getting Started with Truss
By Dan and 3 others4 authors18 articles
- How to save Truss to your Taskbar
- How to add your Email Signature into TrussMake it so that all emails generated from Truss will have your email signature so it can be the same as your normal emails.
- How to add Signature link to Outlook
- How to send engagement letters in Truss
- How to add your signature link to Gmail
- How to create an email template in Truss
- Email integration in Truss
- How to upload organizers into Truss
- How to Customize Checklist Templates
- How to Update your Company Logo
- How to get started with Engagement Letter templatesSo you can easily send out ELs to your clients in bulk
- How to create a single Engagement LetterIn a couple clicks, you can draft up an EL for a client.
- How the Email Signature Upload Link works (Video)
- How to save Truss to your taskbar using Chrome (Video)
- Review Mode- Walkthrough
- Worksheet GuideGetting started with Worksheets
- 📄 Form 1041 – Trust & Estate QuestionsBelow is the list of Form 1041 questions currently used in Truss for trust and estate taxpayers. Some questions are dynamic and may create follow-up questions or tasks based on…
- 📤 Sending a Tax Return-to-Truss FolderThis article explains how firms deliver completed tax returns using return-to-truss. The process ensures returns are securely stored internally and safely delivered to clients without emailing sensitive documents.