Truss

Truss simplifies the process of requesting and organizing client documents for CPAs, making them securely and easily accessible for the firm and their clients.

We revamped the platform, enhancing the experience of CPAs and clients throughout the tax return process.

THE OBJECTIVE

The aim was to create an enhanced platform with a straightforward workflow. Which allows CPAs to create, track and send their requests with fewer iterations and provide access for clients to upload their tax documents in a single space.
Our team helped in the definition, implementation and delivery of an MVP. We also ensured that the platform was accessible from the Outlook platform, creating an add-in to facilitate the request of client documents.
We also contributed to automating the experience for the CPAs by getting a quick start through a file upload.

KEY FEATURES

Outlook add-in
‍Users can create requests and assign them directly from Outlook.
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Documents Management‍

CPAs can manage and keep track of multiple tasks for different clients in one single space.
End users can track the tasks’ activity, from when a client has seen the project for the first time until it's done.
End users can manage and filter their to-do list and upload documents, generate e-signatures, get links to finish their tasks, and mark them as done.
End users can track the tasks’ activity, from when a client has seen the project for the first time until it's done.

Reminders
‍End users can receive “reminders” as emails on specific due dates for each of their tasks.
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‍Login-Free Upload Page

Facilitate access to the uploading page using a magic link sent via email
Secure access through an SMS code to access the uploading page

Admin panel capabilities
‍Administrate companies, users, and projects easily in a single administrative panel

THE RESULTS

In 2023, we launched the MVP focused on NDA contract automation. Subsequently, we have built other features that allow for other contract type automations, including custom contract templates. As a result, we have onboarded several organizations and won two Stevies Awards for Innovation of the Year and Legal Solution.

Creating a user-friendly MVP for CPAs and their clients

Truss simplifies the process of requesting and organizing client documents for CPAs, making them securely and easily accessible for the firm and their clients.

EXPERTISE

TECHNOLOGY

DELIVERABLES

PLATFORMS

THE OBJECTIVE

KEY FEATURES

THE RESULTS

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