Truss logo
Truss logo
Truss logo

Truss

Truss simplifies collecting documents from clients by sending automated file requests and follow-ups. It organises submissions in one secure location, eliminating email attachments and manual tracking.

Documents

How to Optimize Your Workflow with This Integration

Accounting

Client Document Collection

Request and collect tax documents from clients with automated reminders and tracking.

Legal

Legal Document Gathering

Collect case documents from clients securely with organised submission tracking.

Human Resources

Onboarding Document Requests

Gather new hire paperwork efficiently with automated follow-ups and centralized storage.

Need a Custom AI Agent?

Let's build tailored AI agents designed to match your unique workflows, goals, and business needs — just drop us a line.

Need a Custom AI Agent?

Let's build tailored AI agents designed to match your unique workflows, goals, and business needs — just drop us a line.

Need a Custom AI Agent?

Let's build tailored AI agents designed to match your unique workflows, goals, and business needs — just drop us a line.