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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Tableau Prep revolutionizes traditional data preparation within organizations by offering an intuitive visual interface for data merging, shaping, and cleansing, enabling analysts and business users to initiate their analysis more swiftly. It consists of two key products: Tableau Prep Builder, designed for creating data flows, and Tableau Prep Conductor, which facilitates the scheduling, monitoring, and management of those flows throughout the organization. Users can leverage three different views to examine row-level details, column profiles, and the overall data preparation workflow, allowing them to choose the most appropriate view based on their specific tasks. Editing a value is as simple as selecting it and making changes directly, while modifications to join types yield immediate results, ensuring real-time feedback even with extensive datasets. Every action taken allows for instant visualization of data changes, regardless of the volume, and Tableau Prep Builder empowers users to reorder steps and experiment freely without risk. This flexibility fosters a more dynamic data preparation process, encouraging innovation and efficiency in data handling.

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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

ATX No 
Alteryx Yes 
Amazon Yes 
Amazon Web Services (AWS) Yes 
Axcess Merchant Services No 
CCH ProSystem fx No 
COZYROC SSIS+ Suite Yes 
Drake Tax No 
Intuit ProSeries Tax No 
Lacerte No 
Microsoft Excel Yes 
Microsoft Power Query Yes 
Oracle Cloud Infrastructure Yes 
ProConnect Tax No 
SAP Cloud Platform Yes 
Tableau Yes 
UltraTax CS No 

Integrations

ATX Yes 
Alteryx No 
Amazon No 
Amazon Web Services (AWS) No 
Axcess Merchant Services Yes 
CCH ProSystem fx Yes 
COZYROC SSIS+ Suite No 
Drake Tax Yes 
Intuit ProSeries Tax Yes 
Lacerte Yes 
Microsoft Excel No 
Microsoft Power Query No 
Oracle Cloud Infrastructure No 
ProConnect Tax Yes 
SAP Cloud Platform No 
Tableau No 
UltraTax CS Yes 

Pricing Details

$70 per user per month
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Salesforce

Founded

1999

Country

United States

Website

www.tableau.com/products/prep

Vendor Details

Company Name

Truss

Founded

2022

Country

United States

Website

gettruss.io

Product Features

Data Cleansing

Address/ZIP Code Cleaning No 
Charting No 
Data Consolidation / ETL No 
Data Mapping No 
Multi Data Format Support No 
Phone/Email Validation No 
Raw Data Ingestion No 
Sample Testing No 
Validation / Matching / Reconciliation No 

Data Preparation

Collaboration Tools No 
Data Access No 
Data Blending No 
Data Cleansing No 
Data Governance No 
Data Mashup No 
Data Modeling No 
Data Transformation No 
Machine Learning No 
Visual User Interface No 

Product Features

Corporate Tax

Compliance Management No 
Data Import / Export No 
Data Verification No 
Electronic Filing No 
Exception Notification No 
For Nonprofits No 
For Partnerships No 
K-1 Reporting No 
Payroll & Employer Forms No 
Status Tracking No 
Tax Planning No 

Tax Practice Management

Approval Process Control No 
Billing & Invoicing No 
Client Management No 
Client Portal No 
Document Management No 
Due Date Tracking No 
Scenario Planning No 
Tax Filing No 
Tax Forms No 
Workflow Management No 

Alternatives

Alternatives

UltraTax CS Reviews

UltraTax CS

Thomson Reuters
Easy Data Transform Reviews

Easy Data Transform

Oryx Digital Ltd