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features
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support

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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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

ATX
Alteryx
Amazon
Amazon Web Services (AWS)
Axcess Merchant Services
CCH ProSystem fx
COZYROC SSIS+ Suite
Drake Tax
Intuit ProSeries Tax
Lacerte
Microsoft Excel
Microsoft Power Query
Oracle Cloud Infrastructure
ProConnect Tax
SAP Cloud Platform
Tableau
UltraTax CS

Integrations

ATX
Alteryx
Amazon
Amazon Web Services (AWS)
Axcess Merchant Services
CCH ProSystem fx
COZYROC SSIS+ Suite
Drake Tax
Intuit ProSeries Tax
Lacerte
Microsoft Excel
Microsoft Power Query
Oracle Cloud Infrastructure
ProConnect Tax
SAP Cloud Platform
Tableau
UltraTax CS

Pricing Details

$70 per user 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

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
Charting
Data Consolidation / ETL
Data Mapping
Multi Data Format Support
Phone/Email Validation
Raw Data Ingestion
Sample Testing
Validation / Matching / Reconciliation

Data Preparation

Collaboration Tools
Data Access
Data Blending
Data Cleansing
Data Governance
Data Mashup
Data Modeling
Data Transformation
Machine Learning
Visual User Interface

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

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