Truss
“Can the workflow layer around tax preparation — intake, review, delivery, and payment — become the operating system for modern CPA firms?”
Founded2022
HQClaremont, California, United States
Total raised$25K
IndustryVertical SaaS / Tax & Accounting
The story
Truss (TRUSSTECH, Inc.) started in 2022 as a document collection tool for tax preparers and has evolved into an end-to-end AI tax workflow platform for CPA firms — intake, workpapers, AI prep, e-sign, and payments/invoicing at delivery. It sits between clients and existing tax software (CCH Axcess, UltraTax, Lacerte, Drake, etc.) and monetizes the workflow layer rather than the tax engine.
Last 12 months
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Product timeline
2022
TRUSSTECH, Inc. founded as a document collection tool for tax pros· founding
2024
SOC 2 Type II certified· compliance
2026
Positioned as agentic AI tax workflow platform with Max AI, e-sign, payments, and delivery· product
The stack
3 layers disclosed in Truss’s embedded-finance stack
Payments / PSP
Money movement
in the full report
Accounting
in the full report
Accounting gap: minor
2 more providers across 2 layers, with confidence-scored evidence and source URLs, are in the Embedded Finance Index report.