Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Integrations
ATX
Alteryx
Amazon
Amazon Web Services (AWS)
Axcess Merchant Services
CCH ProSystem fx
COZYROC SSIS+ Suite
Drake Tax
Intuit ProSeries Tax
Lacerte
Integrations
ATX
Alteryx
Amazon
Amazon Web Services (AWS)
Axcess Merchant Services
CCH ProSystem fx
COZYROC SSIS+ Suite
Drake Tax
Intuit ProSeries Tax
Lacerte
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