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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

More than 4,000 Swiss tax advisors and trustees, ranging from solo practitioners to major firms in the "Big 4," depend on Dr. Tax Professional, which boasts over 12,000 active professional users. With an impressive estimate of more than one million tax returns handled annually, Dr. Tax has established itself as the benchmark for taxation in Switzerland, a fact we take great pride in. This software is designed to meet the rigorous standards of tax professionals, addressing only a few unmet needs, which we are actively working to fulfill. The Dr. Tax Professional software allows for the precise, efficient, and competent creation and management of tax returns. Its robust tax solution includes an extensive collection of forms catering to all 26 cantons. Moreover, the intuitive and user-friendly interface ensures that users can immediately utilize Dr. Tax productively. Additionally, vital supplementary evaluations enhance the advisory process, making it an indispensable tool for tax professionals in Switzerland. As we continue to innovate, we aim to further enhance our offerings and meet the evolving needs of our users.

Description

Truss serves as an automated platform designed specifically for tax professionals, streamlining the workflow associated with tax documentation. Its features encompass the entire document lifecycle by enabling secure requests, organization, annotation, delivery, and storage of client files efficiently. The platform employs AI-driven, client-tailored checklists based on tax preparation software to ensure that clients only receive requests relevant to their needs; it automatically sorts and intelligently renames files uploaded by clients, converts various image formats into tax-preparation-friendly PDFs, and supports e-signatures for convenience. Additionally, it sends automatic reminders to clients and allows for hassle-free uploads without requiring account creation. Truss seamlessly integrates with popular tax preparation tools such as Axcess, Ultratax, Drake, ProSystemFX, ProConnect, ProSeries, Lacerte, and ATX to enhance usability. With a strong emphasis on security, Truss maintains SOC 2 certification and incorporates AES-256 and Bcrypt encryption, adheres to OWASP-style standards, and guarantees that client data is never utilized to train any large-scale models. This commitment to security and efficiency makes Truss an invaluable asset for tax professionals seeking to optimize their operations.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

ATX
Axcess Merchant Services
CCH ProSystem fx
Drake Tax
Intuit ProSeries Tax
Lacerte
ProConnect Tax
UltraTax CS

Integrations

ATX
Axcess Merchant Services
CCH ProSystem fx
Drake Tax
Intuit ProSeries Tax
Lacerte
ProConnect Tax
UltraTax CS

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Ringler Informatik

Country

Switzerland

Website

www.ringler.ch

Vendor Details

Company Name

Truss

Founded

2022

Country

United States

Website

gettruss.io

Product Features

Tax Practice Management

Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management

Product Features

Corporate Tax

Compliance Management
Data Import / Export
Data Verification
Electronic Filing
Exception Notification
For Nonprofits
For Partnerships
K-1 Reporting
Payroll & Employer Forms
Status Tracking
Tax Planning

Tax Practice Management

Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management

Alternatives

Alternatives

ATX Reviews

ATX

Wolters Kluwer
UltraTax CS Reviews

UltraTax CS

Thomson Reuters