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Replace PDF tax organizers with AI-assisted intake that sorts client documents
Foard and Company, a 35-person Charlotte CPA firm, told by its managing partner
Truss sends each client an interactive organizer built from last year's, collects and organizes uploads automatically, tracks every return's status, and delivers drafts and e-signatures in batches.
See the vendor’s pricing
Medium · or we do it from $497
Truss, Lacerte
The problem
PDF organizers came back half-filled, and staff combined client PDFs by hand before importing them into tax software.
What happened
Truss reports, as reported: 94% positive client rating from 1,329 respondents, 6,365 projects in year one, and fewer seasonal staff needed for paperwork.
Vendor case study Quoted in the source: Terry Lancaster, Foard and Company. Source: Truss customer story · Added 2026-10-13. Results as reported by the source; we haven't independently verified them.
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How to set it up yourself
- List the documents each client type must send.
- Use a portal that checks uploads against that list and reminds clients automatically.
- Track status per return in one place.
- Batch delivery and e-signatures.
Copy-paste prompt
Here is last year's document list for this client: {LIST}. Write a short, friendly checklist of what they need to upload this year and a reminder message for anything still missing.Rather not do it yourself?
We'll set this up in your tools, in your voice, tested. Single use case $497. Satisfaction guarantee: we'll fix it until it works, or refund your setup fee. Terms. We reply within 1 business day.
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