Truss

Truss is the tax workflow platform for tax and accounting firms, covering client intake, workpapers, preparation, and delivery. This plugin brings your firm's Truss data into ChatGPT. Search contacts, entities, and projects. Check an engagement's status and due date. See which tasks a client still owes and which are awaiting review, and list the documents they have uploaded. When something is missing, create a to-do task on the project to request it. Nine of the ten tools are read-only; Create Task only adds a task and never edits or deletes anything. You sign in with your existing Truss account through OAuth and see only what your Truss role already allows, scoped to your firm. Requires a full-access Truss user.