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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

As a leading innovator and producer in our industry for many years, we sometimes face criticism from those who aspire to our position. A message I discovered years ago resonates with me, providing continual inspiration whenever I revisit it. At Drake Illusion, we recognize your ambition to excel in your own field, whatever it may be, and we extend our best wishes for your journey ahead. We hope that you find as much value in this poem as we have, as it serves as a reminder of the importance of perseverance. Over the years, Drake Illusion has consistently set the standard for professional quality across various sectors, from custom software development to retail. Our carefully selected range of thoroughly tested software and products is designed to meet your unique needs, reflecting our commitment to enhancing your experience in every way possible. Together, we can continue to push the boundaries of excellence in our respective fields.

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

$1,000 per month
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

Drake Illusion

Country

United States

Website

www.drakeillusion.com

Vendor Details

Company Name

Truss

Founded

2022

Country

United States

Website

gettruss.io

Product Features

ERP

Accounting Integration
Accounting Management
CRM
Dashboard
Distribution Management
Enterprise Asset Management
Financial Management
HR Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Purchasing
Reporting/Analytics
Sales Management
Supply Chain Management
Warehouse 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

Drake Tax Reviews

Drake Tax

Drake Software

Alternatives

Twice Reviews

Twice

TWICE COMMERCE
UltraTax CS Reviews

UltraTax CS

Thomson Reuters
Illusions Reviews

Illusions

Illusions Online