Truss Training Webinars
2026
- 01/15 - Truss Best Practices & Open Office Hours
- 01/27 - Sending Returns
- 01/29 - Best Practices & Open Office Hours
- 02/03 - Best Tax Season & Office Hours
- 02/05 - Best Tax Season & Office Hours
- 02/10 - Open Office Hours
2025
- 07/03 - Truss 101
- 07/17 - Truss 101
- 07/24 - Truss 101
- 07/31 - Client Invites, Truss Basics
- 08/07 - Working with Uploaded Documents
- 08/14 - Getting Started with Truss
- 08/21 - Project from Organizer to Return Delivery
- 08/28 - Organizer Basics
2024
- Truss Webinar #1 - Creating Projects from Organizers, Scheduling First Welcome Emails, Your Client's Experience, Bulk Project Creation for Businesses, and Outlook Integration
- Truss Webinar #2 - Client Communication, New Client Setup, Rolling Over Projects, and Workbook Markups
- Truss Webinar #3 - Templates, Engagement Letters, Checklists, and Email Templates
- Truss Webinar #4 - Truss Workflow, Tags, Statuses, Project Ownership, Client Document Intake, and Notifications
- Truss Webinar #5 - Client Communications, Client Onboarding, and Prepping for Tax Season
- Truss Webinar #6 - Workflow, Bulk Actions, Outlook/Gmail Add ins
- Truss Webinar #7 - Handling 1040 vs Business Clients, Contact Management, and Integrated Payments
- Truss Webinar #8 - Handling Paper Documents, Internal User Management, General Client File Dropoff Process, and Merging Entities
- Truss Webinar #9 - Scheduling Emails & Distribution Timing, Building Custom Checklists, Internal Notes, and Managing Engagement Letters
- Truss Webinar #10 - Return Delivery Process, E-Signature Creation, Auditing the Client's View, and Adding Spouses to Projects, and Due Dates
- Truss Webinar #11 - Assembly Uploads Best Practices, Resending Return E-Signature Requests, Download Project Files in Bulk, Merging Contacts, Moving Documents to other Projects, and Saving Searches and Filters
- Truss Webinar #12 - New Client Links & Intake Forms, Paper Client Processing, Email Integration Troubleshooting, Merging Contacts & Entities