Calm Before the Forms: Truss Webinar Series
Get ready for tax season with confidence, helpful tips, and a little less stress!
Tax season will be here before we know it, and the Truss team wants to help you feel prepared!
Welcome to Calm Before the Forms, our webinar series designed to help your firm get organized, explore Truss features, improve workflows, and discover new ways to make the upcoming tax season smoother.
Whether you're new to Truss or looking to take your firm's workflows to the next level, these sessions are packed with practical tips, live demonstrations, and opportunities to ask questions.
Haven't registered? Click here to join the fun!
What Will We Be Covering?🧹 Truss Cleanup After the Season
A little cleanup now can make a big difference later! We'll walk through ways to review your firm's Truss setup, organize your workflows, and prepare for the upcoming filing season.
💡 Exploring the Truss Advisory Package
Discover how Truss can help your firm go beyond traditional tax preparation with our Advisory Package.
We'll explore:
- IRS Connect – Learn about the tools available to help streamline IRS-related workflows.
- Meeting Intelligence – Explore how this feature can support your firm's meetings and follow-up processes.
- MAX AI – See how AI can assist with tax research, planning, and everyday tasks.
🤖 A Visit to Truss Prep
Take a closer look at Truss Prep! We'll explore the tools and workflows designed to help your firm streamline tax preparation and reduce manual work.
✍️ Section 7216 & Engagement Letter Templates
Learn how to use templates within Truss to create a more consistent process for engagement letters and Section 7216 consent requests.
📥 Data Uploads & Creating Projects
Explore how to collect client documents, manage uploads, and create projects within Truss to keep your firm's work moving.
🔐 Roles & Permissions Deep Dive
Take a closer look at how Roles & Permissions can help your firm manage user access and maintain control over different areas of Truss.
🧾 1099s Through Truss: Firm User Spotlight
Hear directly from fellow Truss users as they share how their firms handle 1099 workflows, along with helpful tips and lessons learned.
🔔 Reminders & Scheduled Messages
Discover how reminders and scheduled messages can help your firm stay connected with clients, reduce manual follow-ups, and keep important tasks moving forward.
🎥 Missed a Session? We've Got You!We know schedules get busy, especially when you're preparing for tax season!
We'll be adding webinar recordings and helpful resources to this article so you can revisit sessions, catch up on anything you missed, or share what you've learned with your team.
Webinar Recordings & Resources
🧹 Truss Cleanup After the Season
💚 Let's Get Tax Ready Together!Our goal is simple: help you make the most of Truss while building workflows that work for your firm.
Bring your questions, share your ideas, and join us as we get ready for another successful tax season.
Because a little preparation now means a lot more calm before the forms!