Truss
Truss remains the place where projects and documents are managed. Filed connects in to support tax preparation behind the scenes, helping reduce manual effort during busy season.
The integration is designed to be simple to set up, transparent about what data is shared, and flexible enough to match how firms actually use Truss.
How it works
- Sync client data from Truss
- Keep information consistent across systems
- Improve organization during tax prep
Filed is built for tax teams.
It helps firms reduce the manual work that slows preparation down, starting with the workpaper. That workpaper is grounded in real client data, wherever that data lives today.
Most firms feel that prep is the bottleneck. Even with strong workflow tools in place, a lot of time is still spent organizing documents, pulling prior year data, and getting workpapers into a clean, usable state.
Filed focuses on that work.
Once connected, Filed stays aligned with how the firm already organizes projects in Truss. The right projects and files flow into Filed so preparation can begin quickly and stay grounded in the actual client and workpaper.
From there, Filed handles the preparation work behind the scenes. Truss continues to be the system of record for projects, while Filed focuses on reducing the manual effort required to get work ready for review.From there, firms can decide how far they want to go. Some teams use Filed primarily to accelerate preparation. Others use it to support review workflows or begin exploring tax planning and advisory analysis downstream.
The key point is that everything stays grounded in the actual client and the actual workpaper.
What this means for your team
- Truss remains your system of record for projects and documents
- Filed supports preparation without adding extra steps
- Only selected projects and relevant files are pulled into Filed
- Firms choose how much automation and AI assistance they want, based on where they are today
- Work stays organized, predictable, and easier to move forward
FAQ
How does Filed work with Truss?
Filed connects to Truss to support tax preparation using the documents firms already store and manage there. Truss remains the source of truth for documents, while Filed uses those files to prepare clean, reviewer-ready workpapers.
Do we need to change how we organize documents in Truss?
No. Firms continue organizing documents in Truss exactly as they do today. Filed works with the existing document structure so preparation can move forward without reorganization or duplicate uploads.
Does Filed replace Truss or sit alongside it?
Filed sits alongside Truss. Truss remains where documents live. Filed focuses on reducing the manual effort required to prepare those documents for tax work.
