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
No
API Access
Has API
No
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
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
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